06/01/2026
Happy Pride Month! 🌈
This June, we celebrate love, authenticity, and the courage it takes to live as your true self.
Pride is about visibility, acceptance, and progress. It's about creating spaces where everyone feels safe to plan for the life they envision, whether that's marriage, family planning, retirement, or legacy building.
05/30/2026
Markets closed last week hopeful that a U.S.–Iran peace deal will finally help unwind the shock to global energy markets seen this year, with equities hitting new record highs and bonds rebounding.
Weekly market wrap
How did the markets perform this week? Get the highlights and the latest economic news.
05/28/2026
One of the most common questions about Old Age Security (OAS) is when to start taking it. The standard age is 65, but you can delay until age 70. Each choice affects how much you receive.
Starting at 65 means you begin receiving income earlier. But if you delay, your monthly payments increase by 0.6% for each month you wait, up to a maximum 36% increase at age 70.
So which option is right for you? It depends on several factors unique to your situation. Your current tax rate matters. If you're still working or have other significant income, delaying might make sense. Your total income matters too, because OAS is subject to a clawback if your income exceeds certain thresholds.
If you're approaching 65 and wondering when to start your OAS, reach out. I can help you evaluate your options based on your personal circumstances.
Top 10 questions we are asked about: Old Age Security (OAS)
You asked – we answered! Here are the top 10 questions about Old Age Security (OAS)
05/23/2026
Stocks continue to climb despite rising rates.
Weekly market wrap
How did the markets perform this week? Get the highlights and the latest economic news.
05/22/2026
A cohabitation agreement is a smart first step, but it's really just the beginning of your financial journey together. The conversations you have while creating the agreement often reveal bigger opportunities for financial planning.
When you take time to discuss finances honestly and set clear expectations, you're not just protecting yourself legally. You're building a stronger foundation for your relationship.
This is where working with a financial advisor can help. We can show you how the agreements you make today connect to the goals you have for the next 5, 10, or 20 years. Whether that's building wealth, planning for a family, saving for retirement, or buying a home together, your financial strategy should evolve as your relationship does.
Financial planning isn't just about managing what you have. It's about creating room for what you want to build together.
If you're starting a life together and want guidance on building a financial plan that supports your shared future, reach out. I'm here to help you see the bigger picture.
Edward Jones financial advisors are not lawyers and cannot provide legal advice. A cohabitation agreement is a legally binding document that should be created with the assistance of a qualified lawyer or legal professional. We can help you understand how your financial decisions today connect to your long-term goals and work alongside your legal advisor to support your overall financial strategy.
Cohabitation agreement checklist
Do you need a cohabitation agreement? And if so, what should it include? Before we answer those questions, let's first ask, what is a cohabitation agreement?