Financial Advisor - Edward Jones: Nathan Best, DFSA

We’ve heard a lot about inflation in the news lately. Inflation risk in the context of your investment portfolio is the risk that your purchasing power will erode if your investment returns do not keep up with the rate of inflation. A well-diversified investment portfolio can help reduce this risk. I’m available to review your portfolio with you.

The risk of chasing short-term rates An investment with a high rate of return sounds great, but there may be more than meets the eye.

Congratulations to Moira Klein-Swormink, our GP, Branch Development Canada, who has been appointed to the FP Canada Board of Directors.

Moira is a champion of financial wellness which I believe makes her a perfect fit to serve on the FP Canada board.

Home | FP Canada Advancing Professional Financial Planning

Most Canadians my age and older can probably think of one classic role Donald Sutherland played in the many movies and TV shows he was in.

The first movie I saw him in was “A Time To Kill”, starring Matthew McConaughey and Samuel L. Jackson. While it wasn’t one of his most popular roles, it always stuck out to me as his son, Kiefer, was also in the movie and seeing them both in the same film as a young boy really interested me in both their careers.

RIP Donald! You were a Canadian treasure and will be sorely missed. 😢

https://tgam.ca/3RCSfRm

Donald Sutherland was cinema’s Canadian chameleon — The Globe and Mail From rascally soldiers in the Korean War to villainous presidents in the future, he could play it all

Family meetings are commonly used to discuss financial and estate planning intentions. But before gathering you'll want to consider your family's ground rules. You can also make your own rules to reflect your family's unique circumstances.
And if you’re planning a family meeting, I can help.

Family meetings: An empowering platform for family communication Every family in Canada has its own structure, shared circumstances, memories, conflicts, beliefs and values that shape how they work and communicate to get things done. Strong family communication can help address concerns about providing support for loved ones and help establish financial security....

Given the ongoing debate on carbon taxing in Canada, I found this interesting.

NOT TRYING TO CAUSE A POLITICAL DEBATE! PLEASE BE CIVIL IN THE COMMENTS!

To successfully time the market, you need to know when to get out, and when to get back in, which is nearly impossible. Instead, be disciplined and remain focused on your long-term goals. I can review your goals with you and help you determine a strategy tailored to your needs.

The risk of chasing short-term rates An investment with a high rate of return sounds great, but there may be more than meets the eye.

Dear Facebook Community,

To start off, I would like to thank you all for following our page. I have learned a lot from each one of you, and I promise to continue to educate you all on retirement savings, risk management, wealth preservation and tax strategies.

I also want to thank those of you that have referred their close friends, relatives and colleagues to our practice so we can help them with their complex goals. A warm introduction is very much appreciated.

If you know someone that you think would be a great referral for our practice:
- direct message us on Facebook
- email our branch office administrator, Bella, at [email protected]
- visit our branch website: edwardjones.ca/nathan-best

Thank you for your thoughts

It may be tempting to allocate assets to GICs and other short-term investments while they are earning returns that have not been seen in over 20 years. But you should first ask yourself if such investments are aligned with your goals and investment time horizon. I can help you determine if GICs are right for you. Get in touch if you would like to learn more.

The risk of chasing short-term rates An investment with a high rate of return sounds great, but there may be more than meets the eye.

Bring on the dad bod, dad-dancing and dad jokes!

June 16th is Father’s Day in . We would like to wish all dads, grandpas and father figures a Happy Father’s Day! We hope you will find time to spend with your family and perhaps show-off some dad-dancing moves and crack a few dad jokes.

Can't say the heels were comfortable...but we survived. 👠

This past Wednesday, I had the privilege of participating in the "Walk a Mile in Their Shoes" walk in downtown Hamilton to raise money for the YWCA.

It was an inspiring event where I met all sorts of awesome people standing up for the same important cause, which was to put an end to gender-based violence. 🚶‍♀️🚶

Walking in red high heels is always interesting and it was all worth it to support this incredible organization. I used to regularly participate in the Hope on Heels walk in Burlington (planning on doing it again this fall) so the shoes weren't completely foreign to me but it definitely felt the most difficult compared to past years.

I also ran into some familiar faces along the way, which made the event even more special and encouraging as we all cheered one another on to keep walking. It's heartwarming to see our community come together to make a difference. 🤝🏻

905-304-4565
[email protected]
Edwardjones.ca/nathan-best

If you’re expecting to receive a tax refund this year, you may be wondering what to do with the money. We've compiled five smart strategies for your tax refund. Contact me if you’d like to review these together.

5 smart strategies for your tax refund Financial opportunities to consider with a tax refund.

We're incredibly proud of our youngest daughter, Scarlett, who just graduated from daycare! 🎓

It's amazing to see how much she has grown and learned. This September, she will be starting junior kindergarten.

Time flies, but we are so excited for her to begin this new chapter.

It's surreal for my wife and me to realize that we'll have two girls in elementary school. Watching them grow and reach these milestones is a mix of pride and nostalgia.

Who else has a child moving through to a new milestone right now?

Finishing high school?

Finishing college/university?

Finishing elementary school?

📞 905-304-4565
📧 [email protected]
🌐 Edwardjones.ca/nathan-best

Family meetings can serve as a platform for positive communication about financial and estate planning. This may lead to a clearer understanding between family members and better decision-making. We've compiled some tips to help you get the most out of your family meetings.

Family meetings: An empowering platform for family communication Every family in Canada has its own structure, shared circumstances, memories, conflicts, beliefs and values that shape how they work and communicate to get things done. Strong family communication can help address concerns about providing support for loved ones and help establish financial security....

It’s a common dilemma for many Canadians - should you pay down your mortgage or contribute to an RRSP? Unfortunately, there’s no easy answer. It depends on your personal circumstances. To help you determine what might be right for you, we've compiled seven key considerations.

Mortgage vs. RRSP Should you pay down your mortgage or contribute to your RRSP? We can help you determine what will work best for you.

We recently welcomed two adorable kittens into our family, and they have quickly stolen our hearts!

Our daughters have fallen in love with them, always eager to cuddle, pet, and play with the new furry members of our household. It's been wonderful to see Zoey especially shine as she takes such great care of them.

The joy and love these kittens have brought into our home are truly priceless moments.

Like physical fitness, which requires exercise and a balanced diet, our Financial Marketplaces program prepares young adults to gain financial education which will help equip them to make informed financial decisions throughout their life.

Last week Edward Jones' financial advisor, Geoff Hotrum, had the opportunity to discuss financial literacy with a group of students as part of our Financial Marketplaces program that Edward Jones launched last year in partnership with Canadian high school educators. This program is now a part of the curriculum in more than 800 schools across Canada.

Click here to learn more and register your school. Open to schools in BC, AB, SK, MB and ON.

Financial Fitness (CA|EN) The Financial Fitness program is designed to boost financial literacy and give high school students the tools to build financial knowledge. www.edwardjones.ca/ca-en

Last week, I had the pleasure of taking my father to the Canadian Open at Hamilton Golf and Country Club, just down the street from our office in Ancaster.

It was wonderful to spend the day outside, on a beautiful golf course, and show my appreciation for all the incredible things he has done and the sacrifices he's made for me over the years. I honestly can't remember the last time he and I had one-to-one time just the two of us (except when he's helping me with a project at the house lol).

I am looking forward to more moments like this!

Contributing to your RRSP or paying down your mortgage doesn’t have to be an “either-or” choice. You could do both. For example, you could make your RRSP contribution, and then allocate the subsequent tax refund to your mortgage. Please contact me if you’d like to explore this further, or review more ways to juggle your RRSP contributions and mortgages payments.

Mortgage vs. RRSP Should you pay down your mortgage or contribute to your RRSP? We can help you determine what will work best for you.

Edward Jones associates make a tremendous impact throughout North America. Read about our commitments and our actions in our sixth-annual Purpose, Inclusion and Citizenship Report, Growing Our Impact.

Community involvement We're committed to improving the lives of our clients, associates and communities.

There’s more to fixed-income investing than focusing on current interest rates. Edward Jones has three guiding investment principles that can help better position you to achieve reliable income and reduce risk. These are: Focus on quality, diversify, and invest for the long-term. I’m available to talk if you’re considering bonds as part of your portfolio and savings goals.

3 fixed-income investing principles Here are three investment principles to help lower your risk when investing in fixed income.

With the ongoing discussions about AI in 2024, I found it interesting how the traffic to ChatGPT seems to have plateaued recently.

FYI…this post was a no way composed using AI. Lol

Individual fixed-income securities tend to be less liquid, so they require a larger portfolio to better diversify by maturity, type, and sector. At Edward Jones, we recommend you only consider individual bonds if you have at least $50,000 to allocate. Contact me to learn more about bond investing.

3 fixed-income investing principles Here are three investment principles to help lower your risk when investing in fixed income.

Wanna know where start ups tend to come from???

I found this somewhat surprising and somewhat not. lol

It can be tempting to try and time the market as interest rates and bond prices change, but we recommend buying bonds for the current income they provide and holding them until they mature or are redeemed by the issuer. Contact me to discuss strategic bond investing.

3 fixed-income investing principles Here are three investment principles to help lower your risk when investing in fixed income.

Sponsored by Firstup For years, Gallup has tracked global employee engagement. Although the trend line has improved somewhat over the past decade, still only 23% of full-time workers are engaged in their jobs. In other words, fewer than 1 in 4 people feel a real zest for their daily responsibilities. But it doesn’t have to be The post How Personalized Journeys Elevate The Employee Experience appeared first on TalentCulture.

How Personalized Journeys Elevate The Employee Experience Work engagement seems stuck at low levels. But here's how personalized journeys move the meter by elevating the employee experience

At Edward Jones, we recommend having three to six months' worth of total expenses available for emergencies. Allocating your tax refund to build an emergency fund can help you in doing so. To learn more about creating an emergency fund or to explore other ways to get the most out of your tax refund, please contact me.

5 smart strategies for your tax refund Financial opportunities to consider with a tax refund.

Living with debt can be stressful, especially during high-inflationary periods where it can be more difficult to find extra money to put toward debt repayment. We've compiled some tips to help you better manage and pay down your debt.

3 strategies to help pay down debt Learn about three methods of repaying debt: snowball method, avalanche method and debt consolidation.

The snowball method of debt repayment focuses on paying off your smallest amount of debt first to reduce the number of debts and help build confidence toward reaching your repayment goal. While initially the effects of each payment are small, they quickly gain momentum, or "snowball" as you pay off each balance.

3 strategies to help pay down debt Learn about three methods of repaying debt: snowball method, avalanche method and debt consolidation.