A well-designed portfolio is more than a collection of investments. It's built around a clearly defined portfolio objective that guides how your investments are managed over time.
That objective is shaped by two important factors: where you are in life and how much investment risk you're comfortable taking.
For someone in the early stages of investing with a higher tolerance for risk, a growth-focused objective might be appropriate. For someone closer to retirement, a focus on income or preserving wealth may be a higher priority.
The result is an investment strategy designed to support the future you’re building, while considering your unique financial situation and your comfort with risk.
Is your portfolio working toward the right objective? Let's review your investment strategy and ensure it’s aligned to your long-term goals.
Edward Jones-Financial Advisor: Jeff Barnes
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At Edward Jones we do money differently. What does that really mean to clients in our office? We appreciate being a part of all our client's families.
While we use investments and other financial instruments as our primary tools to help clients build sound long-term financial strategies, our secret sauce is truly understanding our clients - their needs, their wants, and their relationship with money. Its value comes not from a dollar figure, but from the goals, accomplishments and dreams that it facilitates. We specialize in advanced wealth stra
09/05/2026
Investors will be watching the September 16 Federal Reserve interest rate decision closely.
Weekly market wrap How did the markets perform this week? Get the highlights and the latest economic news.
Your defined benefit pension represents decades of dedicated service.
Understanding your options is the first step to making an informed decision about your retirement future.
This guide is designed to help federal employees, and others navigate the choice between staying in their pension plan and transferring the commuted value. There's no universal right answer, only what's right for your situation.
If you're approaching this decision point, let's talk through your options together.
Reach out for a conversation about your retirement planning.
08/29/2026
The burden of proof shifts back to AI skeptics. NVIDIA's earnings reinforced that AI demand and spending remain robust, with customer demand continuing to outpace supply and little evidence that the AI investment cycle is nearing an end.
Weekly market wrap How did the markets perform this week? Get the highlights and the latest economic news.
08/28/2026
A new school year is just around the corner, and for many families that means it's time to start drawing from an RESP.
Julie Petrera, our Director of Financial Planning at Edward Jones Canada, shared some helpful perspective in The Canadian Press on the mistakes to avoid — like taking from the wrong portion of the account first, or leaving too much invested in equities too close to withdrawal time.
We work with media to share insights like these because the families we serve are asking these same questions every day. By contributing to credible publications, we help bring timely, trustworthy guidance to clients and families across Canada — not just in our own communities, but wherever these conversations are happening.
If education planning is on your mind, reach out. We're here to help.
How to avoid these common RESP withdrawal mistakes As the school year approaches, families across the country are getting ready to tap into their registered education savings plans.
08/27/2026
Looking for a simple way to build a diversified investment portfolio?
With exchange-traded funds (ETFs), you can own a broad mix of investments with a single purchase. Most ETFs are designed to track a market index, which makes them a lower-cost way to invest across a range of asset classes.
Wondering whether ETFs belong in your investment strategy? Give me a call and let's talk it through.
What is an ETF and how does it work? What are exchange-traded funds and how do they work? Get all the facts and information you need to understand these funds.
Building a diversified investment portfolio doesn't have to be complicated.
Instead of researching and selecting individual stocks or bonds, a mutual fund gives you exposure to a broad mix of investments through a single purchase.
Depending on the fund, that can include stocks, bonds, real estate, and other asset classes—all professionally managed with a defined investment objective. As the fund grows and generates income, you share in its performance and can often reinvest distributions automatically.
Looking for a simpler way to diversify your investments? Let’s book an appointment and explore how mutual funds could fit into your portfolio
08/22/2026
Upward pressure on global long-term bond yields weighed on investor sentiment, sending stocks lower last week.
Weekly market wrap How did the markets perform this week? Get the highlights and the latest economic news.
08/20/2026
You may have heard of active investing and passive investing. But what's the difference?
Active investing means that your investments are managed by professionals who research and select investments with the goal of outperforming an index. While there's no guarantee of better performance, this can offer greater potential for returns and reduced risk.
Passive investing aims to match the performance of a market index. Your investment typically rises and falls with the market and comes with lower fees.
The good news? You don't have to choose just one approach.
Many well-diversified portfolios include a mix of active and passive investments. The right balance depends on your financial goals, time horizon, and comfort with risk.
Wondering which approach makes sense for you? Let's connect and build an investment strategy that fits your goals.
Active vs. passive investing: Two investment styles that could work for you Learn about the similarities and differences between these two popular investment styles.
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