Edward Jones - Financial Advisor: Stuart McConnachie

https://bit.ly/3SO9BOZ

Reach out if interested.

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.

The hardest questions I get from business owners aren't really financial questions. How much risk should I still be carrying at this stage? What does enough actually look like?

What do I do about the fact that most of my net worth sits inside one company that I also happen to run?

Those aren't spreadsheet problems. They're judgment calls, and they usually arrive well before anyone is thinking about a transaction.

I built my own practice from the ground up, which changed how I hear all of it. When your income depends on something you built yourself, de-risking stops being a neutral word. It means giving up something that is working, on the strength of a forecast.

I'm on the Attract, Impress, Exit panel at Business Transitions Forum Vancouver on November 18.

Learn more: https://bit.ly/3SnZRec

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.

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.

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.

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.

When business owners start thinking about long term direction, many professionals get involved—and that’s a good thing.
My role as a Wealth Manager isn’t to replace anyone. It’s to connect the dots:
• Understand the owner, family, and business
• Translate business decisions into personal financial impact
• Coordinate with the CPA, legal counsel, insurance specialists, and (when needed) a business coach
Clear roles and early collaboration usually lead to clearer decisions later.