Ware Financial

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.

Counteracting Capital Gains with Tax-Loss Harvesting You may have heard the phrase

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer a path to approaching money decisions with greater calm, clarity, and control.

A Path to Serenity and Smart Money Choices An article about meditation, mindfulness, and financial well-being.

Being healthy may help your personal finances.

Putting a Price Tag On Your Health Being healthy not only makes you feel good, it may also help you financially.

Considering alternative investments? It’s critical to sort through the complexity.

Alternative Investments - Going Mainstream Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

Considering a vacation home? 5 questions to determine if you’re ready.

Buying a Vacation Home? 5 Questions to Consider First You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

Are you saving for retirement? If you’re a small business owner, setting up your retirement vehicle may seem like a daunting task. Read more to learn about your choices for managing savings for retirement today.

Exploring Retirement Plans for Small Businesses Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.

Important Birthdays Over 50 Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

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Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

Monthly Market Insights | September 2026 The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

Worried that inflation may rise in the years ahead? You’re not alone.

TIPS for Inflation If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.