Edward Jones - Financial Advisor Joel Sinke

With the first half of 2024 now in the books, our latest Weekly Market Wrap takes a look at a few notable winners and losers in the markets. Check out our views on what that performance means for the remainder of the year.

Weekly market wrap How did the markets perform this week? Get the highlights and the latest economic news.

Did you know June 28th is National Insurance Awareness Day?

The aim of today is to raise awareness about the importance of life insurance. Research shows many Canadians still don’t have life insurance, but the right coverage can help protect you and your loved ones from the unexpected. I can partner with you to determine the coverage best suited to your needs. If this is of interest to you, please give me a call.

Insurance and annuities are offered by Edward Jones Insurance Agency (except in Québec). In Québec, insurance and annuities are offered by Edward Jones Insurance Agency (Québec) Inc.

You should strive to diversify your fixed-income portfolio. Owning bonds from a variety of issuers can help reduce overall risk. You should also diversify by category, holding both government and corporate bonds, and by geography with global, U.S. and Canadian bonds. Want to learn more about bond investing? Give me a call or send me a DM.

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

The consumer has been the linchpin of economic growth over the past three years, driving strong momentum in the U.S. and resilience in Canada. The BoC has cautiously started to cut rates and the Fed is currently on pause, but the effects of previous tightening are still filtering through the economy, and signs of consumer fatigue are beginning to emerge. In our latest Weekly Market Wrap, we explore the current state of the consumer, the outlook for spending and the implications for both the economy and the markets.

Weekly market wrap How did the markets perform this week? Get the highlights and the latest economic news.

The June FOMC meeting and U.S. inflation data were front and centre last week, with both offering some positive news for the bulls. Our Weekly Market Wrap highlights potential market opportunities ahead.

Weekly market wrap How did the markets perform this week? Get the highlights and the latest economic news.

We are celebrating!

What a milestone! In 2024, Edward Jones celebrates our 30th anniversary in Canada.

Want to know what happened in the market this past week and what's ahead check out our latest market update.

Weekly market wrap How did the markets perform this week? Get the highlights and the latest economic news.

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.

Check out our weekly market update for news on last week's market and guidance for the week ahead.

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

After four weeks of rallying, markets took a breather last week, despite stellar earnings from the artificial intelligence (AI) darling Nvidia. For the full year, the S&P 500 is still higher by about 10%, and we believe some consolidation after a strong move over the past month is a healthy sign.

Overall, we see the bull market that began in October 2023 continuing perhaps in the years ahead. In our view, while returns were narrow and concentrated in the technology space early on, diversification will likely be a key theme as the bull market continues and matures.

Find out more in our latest Weekly Market Wrap.

Weekly market wrap How did the markets perform this week? Get the highlights and the latest economic news.

Using your tax refund to pay down debt can help reduce your monthly payments and save on interest. We've compiled five smart strategies for your tax refund, including using it to pay down debt.

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

In this week's update we review last week's market performance and take a look at what the week ahead could hold.

Weekly market wrap How did the markets perform this week? Get the highlights and the latest economic news.

The Victoria Day long weekend marks the unofficial beginning of summertime in Canada. This year, Victoria Day falls on Monday, May 20. Whatever your plans, enjoy the long weekend!

If you have a high mortgage interest rate, it might be a better decision to pay down your mortgage rather than contribute to an RRSP. Mortgage prepayments typically go towards the principal and reduce the balance owing. Also, when it’s time to renew your mortgage, you’ll have a lower mortgage amount.

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.

The outlook for rates is no doubt a key variable for the economy and stock valuations. But in a world where investors interpret every single datapoint through the prism of its implications for Fed policy, one of the most important determinants of long-term market returns – corporate profits – is often overlooked.

As the first quarter earnings season wraps up, we offer our take on the state of corporate America, which provides a valuable compass for evaluating the overall trajectory of stocks. We also inevitably discuss our views on inflation as the spotlight turns to the U.S. CPI release this week.

Weekly market wrap How did the markets perform this week? Get the highlights and the latest economic news.

On April 16, Deputy Prime Minister and Minister of Finance, Chrystia Freeland, delivered the Federal Budget for 2024. Here are the most important highlights to consider that may impact your personal and business income. If you would like to discuss these budget initiatives and how they may affect your financial strategy, please don't hesitate to contact me.

2024 Federal Budget To help you understand the potential impact of the 2024 budget on your financial strategy, read our summary and key takeaways for individuals and small businesses.

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.

After five months of sharp and steady gains beginning last November, the mood in the financial markets has shifted in recent weeks. The catalysts for the swing – Fed policy, the jobs market, corporate earnings – were all in the spotlight last week.

And while the net result was a gain for stocks – starting May off on an up note following April's decline, the first monthly loss since last October – recent market swings reflect a new set of facts emerging from incoming data. So, what changed? And does this change our opinion on the outlook for the markets? We offer our take in our latest Weekly Market Wrap.

Weekly market wrap How did the markets perform this week? Get the highlights and the latest economic news.

Between a barrage of corporate earnings, the first quarter GDP report, and the release of the Fed's preferred measure of inflation, investors had plenty to digest as markets continue to navigate a bumpy start to the second quarter.

While new data flooded in, the narrative stayed largely unchanged in our view, and stocks recovered some of the April losses on the back of strength from tech. We offer our take on last week's developments along with portfolio implications.

Weekly market wrap How did the markets perform this week? Get the highlights and the latest economic news.

Honoured to support this organization. Check out the link to lend your support as well, and provide stability and opportunity to those in need.

Sheila Dykstra Memorial Challenge Sponsorship

After a 25% run higher in the S&P 500 over the past six months, the tone in the markets in recent weeks seems to have shifted. In our view, volatility has been sparked by a trifecta of recent data and news flow.

We share our take on three drivers of the recent market pullback in our latest Weekly Market Wrap.

Weekly market wrap How did the markets perform this week? Get the highlights and the latest economic news.

It's time for your weekly market update from Edward Jones.

Weekly market wrap How did the markets perform this week? Get the highlights and the latest economic news.

Employment conditions plus inflation trends equals Fed interest rate decisions. This is the calculus that has been guiding market performance for the past two years.

The first variable in that equation was in full focus last week as the latest jobs report provided a fresh look at the state of the labour market. While the better-than-expected results showed that the economy remains in good health, markets will continue to do the math on what this means for upcoming Fed actions.

In our latest Weekly Market Wrap, we offer our take on the implications for markets as we advance.

Weekly market wrap How did the markets perform this week? Get the highlights and the latest economic news.

If you have a variable rate mortgage and your payments are adjusted with rate changes, the Bank of Canada’s interest rate hikes will immediately impact you. And if you make fixed payments, you will end up paying less towards the principal and more on interest, which will cause your amortization to increase. Learn more here.

Top 10 questions about mortgage renewal You asked – we answered! Here are the top 10 questions about mortgage renewal.

The last time the Fed and BoC achieved a soft landing was in 1995 when a successful pivot to rate cuts supported the start of a multi-year rally. Today, investors are hoping to achieve a similar outcome as most central banks are eyeing the start of rate cuts in the months ahead.

In our latest Weekly Market Wrap, we examine the similarities and differences in the macroeconomic backdrop between now and the mid-'90s and offer our views of where the opportunities lie.

Weekly market wrap How did the markets perform this week? Get the highlights and the latest economic news.

Happy Easter! May your Easter basket be filled with joy, happiness, and peace this season and always.

Last week, the Federal Reserve held its March Federal Open Market Committee (FOMC) meeting and press conference, and also released an updated set of economic projections. We share our takeaways in our latest Weekly Market Wrap.

Weekly market wrap How did the markets perform this week? Get the highlights and the latest economic news.

Prepare yourself for an overdose of cuteness because March 23 is National Puppy Day! A paw-some day for all dog enthusiasts to celebrate unconditional love and fawn over the undeniably cute furballs that bring so much happiness into our lives.