Edward Jones - Financial Advisor: Sadeki Simpson

09/17/2024

When you work with an Edward Jones advisor, we’ll develop a personalized financial strategy just for you. This involves understanding your goals, income needs and risk tolerance. We’ll also select a portfolio objective and asset allocation based on the return and risk required to help reach your goals. Let's ensure you have a strategy designed to help reach your goals.

Before reacting to a down market, step back and ask yourself why you developed your financial strategy and what it’s trying to accomplish.

09/16/2024

After ensuring you have enough cash for your living expenses and emergencies, don't feel the need to carry too much extra cash. Market volatility may cause your portfolio to become out of balance, with cash and fixed-income becoming a larger portion of your overall portfolio than what was originally intended. Rebalancing your portfolio can help realign your investments to the portfolio's original risk objectives, helping put you back on track toward meeting your goals.

Before reacting to a down market, step back and ask yourself why you developed your financial strategy and what it’s trying to accomplish.

09/14/2024

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. Recent developments have produced flashes of market volatility lately, but this isn't necessarily the full image. In our latest Weekly Market Wrap, 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.

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

09/09/2024

An estate plan is a collection of legal documents that outline how you want your affairs and assets to be managed and distributed after you pass away. Typically, an estate plan includes a Will, Power of Attorney for both property and personal care and beneficiary designations. Learn more about estate planning here. https://ow.ly/5Wq350Thv4s

09/07/2024

After the soft jobs report, markets continued their risk-off positioning that began in the seasonally volatile month of September. In our view, the slowing labour market certainly adds risk to the economic outlook, but the figures thus far don't point to an imminent recession.

In this backdrop, we recommend leaning into market weakness and consider re-balancing portfolios, diversifying, or adding quality investments at better prices, especially as we believe economic growth could reaccelerate in the 12 to 18 months ahead.

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

08/31/2024

The market action in August was like a blockbuster summer action movie – packed with suspense and unexpected twists, keeping investors on the edge of their seats, but ultimately wrapping up with a satisfying, upbeat finale.

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

08/24/2024

Markets spent the week largely treading water, and while there were no major surprises, we do think the Federal Reserve's freshest commentary provided some takeaways that will be important for markets ahead. In our latest Weekly Market Wrap, we share three key takeaways for investors from the Fed's much-anticipated Jackson Hole event.

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

08/24/2024

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.

Work engagement seems stuck at low levels. But here's how personalized journeys move the meter by elevating the employee experience

08/22/2024

Opting to reduce debt instead of investing might be a smart decision for your personal situation. But be aware, by not investing today you have less time for your money to grow. Inflation is another factor, as it erodes your purchasing power over time. Learn more about reducing debt vs. investing here. Contact me if you have questions.

The decision to pay down debt or invest is more about you as an individual than it is about the math. Your decision may depend on multiple factors

08/17/2024

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. More in our latest Weekly Market Wrap.

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

08/10/2024

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. Our latest Weekly Market Wrap covers four key things to keep in mind.

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

08/03/2024

The typical summer lull was nowhere to be found in the markets last week. The final week of July was a whirlwind, filled with a flurry of earnings reports, three central bank meetings and key labour market data. We look through that noise at five key turning points that may define performance in the months and quarters ahead.

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

07/27/2024

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

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

07/20/2024

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

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

07/18/2024

In our latest Market Compass, our Senior Strategist, Mona Mahajan looks at market performance to date and outlines three key factors we’re watching for the rest of 2024.

To hear more, including from our Senior Strategist, Julie Petrera on how the Bank of Canada's recent policy rate cut could impact you, watch the full episode here.

Market Compass helps keep you in the know about what's happening now and what we think may unfold over the next quarter. In this video series, our strategists focus on exploring economic events that matter to you, and offer tips you can use as you work toward your financial goals.

07/13/2024

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

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

07/06/2024

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

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

06/29/2024

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.

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

06/22/2024

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.

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

06/15/2024

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.

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

06/13/2024

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. Learn more here https://ow.ly/K3KP50S7tRh

06/03/2024

Being an estate executor is a big responsibility and time commitment, but it can be rewarding. You become the person, or part of a team of co-executors, who ensures the intentions of someone you care about are carried out. Learn more here.

Here are considerations if you’ve been asked to be an executor, or if you’re considering who would be the best executor for your estate.

06/01/2024

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

05/30/2024

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.

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

05/27/2024

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. Learn more about bond investing here. https://ow.ly/ToKW50RuUK9

05/25/2024

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.

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

05/11/2024

05/11/2024

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.

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