Edward Jones- Financial Advisor, Financial Planner: Derrick Marcelino

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.

Did you know that new industry standards are making it easier to see the complete picture of your investment costs?

Your upcoming annual cost report will show a detailed breakdown of fees associated with many common investments. These are not new fees, but a clearer look at costs previously embedded within fund performance.

Please reach out to me to schedule an appointment to review your portfolio.

Guide to understanding your annual costs report Starting in January 2027, your 2026 annual costs report will be enhanced to offer a clearer picture of what you pay to invest.

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.

Our colleague Julie Petrera, Director of Financial Planning at Edward Jones Canada, recently spoke with The Canadian Press about the RESP withdrawal mistakes families make as the school year approaches.

Why does this matter to us? Because RESPs are one of the most important tools Canadian families use to invest in their children's education, and the decisions around withdrawals can have a real impact on taxes, growth, and whether the money is there when it's needed.

We share our insights with credible media because we want to meet families where they are — with topical, practical guidance they can trust. Articles like this one help us extend our reach beyond our offices and into the homes of families across Canada who are navigating these moments for the first time.

Have a look, and if you're working through an RESP withdrawal, let's talk.

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.

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.

When facing a liquidity event, you have a lot to think about — and it’s not just compensation and taxes. What could the future look like for you and everyone who’s important to you? I’m here to help you hammer this out and build a strategy for what's important to you. Let’s chat.

Ready to explore what’s possible for the next chapter of your practice?

Join our Explore Your Future webinar for an inside look at how Edward Jones supports experienced financial advisors as they evaluate their options.

Register now: https://bit.ly/4ceeA21

Many investors know that diversification is a key aspect of effective long-term investing. The question is, what’s an easy way to approach it?

Exchange-traded funds (ETFs) offer built-in diversification by giving you exposure to a broad mix of investments. Rather than selecting individual stocks or bonds yourself, an ETF can provide access to multiple companies, sectors, or even global markets—all in one fund.

ETFs can provide the foundation of your portfolio, or they can work alongside investments you already own. The right mix depends on your financial goals, your investment timeline, risk tolerance, and how hands-on you want to be in managing your investments.

Wondering how ETFs could work for you? I’d be happy to review your current portfolio and help you explore different options.

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.