Edward Jones-Financial Advisor: Michael Buchan

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3 takeaways on U.S. presidential elections and stock markets (US|EN) 09/23/2024

With the presidential election only months away, you may be tempted to make emotional decisions regarding your finances. But before you do, let’s explore three key trends on what history tells us about elections and stock markets.

3 takeaways on U.S. presidential elections and stock markets (US|EN) While the presidential election is in November, it's important to explore key historical stock market trends for perspective.www.edwardjones.com/us-en

Weekly market wrap 09/23/2024

Some weeks are more consequential than others in shaping the market narrative, and last week was one of them.

The Federal Reserve delivered on what markets have been hoping for and anxiously anticipating over the past two years. Interest rates were cut by a larger-than-typical 0.5%, signaling a critical turning point in the monetary policy cycle.

We offer five key takes on what last week's announcement means for the economy and markets.

Weekly market wrap A summary of last week's market highlights and economic news.

How to take advantage of the mega backdoor Roth strategy 09/16/2024

Uncertain whether the mega backdoor Roth IRA strategy is available to you? Learn how this potential tool may help certain people increase the tax-free assets they can save toward retirement. Then let's schedule time to discuss.

How to take advantage of the mega backdoor Roth strategy We outline how to potentially increase your tax-free retirement contributions with the mega backdoor Roth strategy.

Weekly market wrap 09/16/2024

Investors focused in on inflation data last week, with markets continuing to filter the balance of consumer price trends and economic readings through the lens of what it means for Fed interest rate moves ahead.

We zoom in on key items that were in the frame last week, and then zoom out for a better view of the bigger picture for the markets.

Weekly market wrap A summary of last week's market highlights and economic news.

Read about education savings strategies 09/09/2024

In that back-to-school mindset and curious about your options to fund a student's education when they're ready for college? Planning now could help save you a lot of worry in the future.

Read about education savings strategies From 529s to bonds, etc.

Weekly market wrap 09/09/2024

After last week's soft jobs report, markets continued their risk-off positioning that began in the seasonally volatile month of September. We share our view on the slowing labor market and recommendations for investors in the current backdrop.

Weekly market wrap A summary of last week's market highlights and economic news.

My Priorities Quiz Helps Visualize Your Goals 09/03/2024

The My Priorities quiz can help you identify your priorities and, together, we can learn how they relate to your financial strategy.

My Priorities Quiz Helps Visualize Your Goals Ready to develop your financial goals? Give my branch a call today.

Weekly market wrap 09/03/2024

To frame the August swings, we examine what's changed, what hasn't and what the evolving conditions may mean for the road ahead.

Weekly market wrap A summary of last week's market highlights and economic news.

Weekly market wrap 08/26/2024

Markets spent the past week largely treading water. While there were no major surprises, we do think the Federal Reserve's freshest commentary provided three key takeaways that will be important for markets ahead.

Weekly market wrap A summary of last week's market highlights and economic news.

Weekly market wrap 08/19/2024

Markets over the past week continued to recover from the previous week's sharp pullback.

In our view, the backdrop of softer inflation and cooling but positive economic growth still points to a Fed that will likely begin cutting rates as soon as the September 18 FOMC meeting.

Weekly market wrap A summary of last week's market highlights and economic news.

Weekly market wrap 08/12/2024

For any investors that were looking the 2024 gift horse in the mouth, last week showed some teeth. We don't think the recent pullback should be patently dismissed, but panic is not the proper reaction either.

Weekly market wrap A summary of last week's market highlights and economic news.

Weekly market wrap 08/05/2024

The final week of July was a whirlwind, filled with a flurry of earnings reports, three central bank meetings and key labor market data. We look at five key turning points that may define performance in the months ahead.

Weekly market wrap A summary of last week's market highlights and economic news.

Weekly market wrap 07/29/2024

After more than 1 ½ years of large-cap growth sectors and the "Magnificent 7" leading the market, what has caused a somewhat sudden rotation away from the tech darlings? We highlight three key elements.

Weekly market wrap A summary of last week's market highlights and economic news.

07/24/2024

Here's how I encourage my clients to stay optimistic on days like today:

-Market Goes Up: Awesome, I've been able to grow my wealth

-Market Goes Down: Awesome, this is my opportunity to throw more money in the market at a lower price before the next market boom

Life is about perspective. There's always a good reason to be excited about your wealth building journey.

Weekly market wrap 07/22/2024

As we kicked off 2024, one of our 10 key calls for the year was our view that while equity markets would continue to perform well, the market's underlying leadership would rotate, broadening out beyond 2023's Magnificent Seven concentration.

We take a look at how this recently showed up within three key market matchups, and what it may mean for investors' portfolios.

Weekly market wrap A summary of last week's market highlights and economic news.

Weekly market wrap 07/17/2024

Check out our midyear review and outlook for the back half of 2024 in our latest Weekly Market Wrap.

Weekly market wrap A summary of last week's market highlights and economic news.

Weekly market wrap 07/08/2024

Our latest Weekly Market Wrap discusses a potential silver lining to the cooling economy and how inflation may also be resuming a gradual cooling period. Read on for potential effects on the markets, whether or not we see moderating inflation.

Weekly market wrap A summary of last week's market highlights and economic news.

Weekly market wrap 07/01/2024

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 A summary of last week's market highlights and economic news.

Weekly market wrap 06/24/2024

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 A summary of last week's market highlights and economic news.

Weekly market wrap 06/17/2024

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

Weekly market wrap A summary of last week's market highlights and economic news.

Weekly market wrap 06/10/2024

The onset of summer coincided with signs of a cooling economy and mixed signals on the labor market, best described as a gradual normalization rather than a sudden shift.

We highlight four trends to watch in our latest Weekly Market Wrap.

Weekly market wrap A summary of last week's market highlights and economic news.

06/04/2024

The most underutilized tool in personal finance:

The Health Savings Account 👆

1️⃣ tax deductible contributions
2️⃣ tax-deferred growth
3️⃣ tax-free distributions if used for qualified medical expenses

*can be used without penalty at age 65 if not used for qualified medical expenses (subject to income taxes)

There is no other type of account out there that allows for BOTH tax deductible contributions and tax-free distribution’s

Weekly market wrap 06/03/2024

This year's intense focus on the timing of a potential Fed rate cut, as well as the mania around AI, have been well documented. But there's more to this market than meets the eye.

We share three things that might come as a surprise in our latest Weekly Market Wrap.

Weekly market wrap A summary of last week's market highlights and economic news.

05/29/2024

Saving your first 100k is crucial ❗

Lets give an example: Let's say someone is saving $500 a month, assuming an 8% rate of return 💰

$0 ➡ $100k: Time taken - 11.01 years
$100k ➡ $200k: Time taken - 5.87 years
$200k ➡ $300k: Time taken - 4.03 years
$300k ➡ 400k: Time taken - 3.07 years

Compound returns does wonders. Let your money work for you.

Weekly market wrap 05/28/2024

After 4 weeks of rallying, markets took a breather last week, despite stellar earnings from the artificial intelligence (AI) darling Nvidia. 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 A summary of last week's market highlights and economic news.

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Your plan for investing and retirement should be as unique as you are.