Apex Wealth Services

09/09/2026

When are you taking your Social Security benefits? Considering the timing can help maximize your benefit.

Taking your Social Security benefits at the right time may help maximize your benefit.

09/07/2026

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.

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

09/07/2026

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

09/04/2026

Preserving wealth is about more than protecting dollars; it’s about creating habits that allow your resources to endure and serve a purpose. These six practices can support you in preserving and extending your wealth across generations.

Six essential financial habits to protect wealth and create a legacy that lasts for generations.

09/02/2026

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

08/31/2026

Why are they made again and again? This piece helps make sense of these errors in judgment.

08/28/2026

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

08/26/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

08/24/2026

Have a kid heading off to college? Here are a few tips.

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

08/21/2026

With increasing wealth comes unique financial challenges.