Edward Jones Financial Advisor: Peter Skoretz

09/05/2026

Investors will be watching the September 16 Federal Reserve interest rate decision closely.

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

09/04/2026

When your child is ready to buy their first home, you might want to help financially. There are several ways to do this, and each comes with different considerations.

Scenario 1: Gift money toward a down payment. This can be straightforward, but you lose control of how those funds are used once gifted. If you're considering this, it's important to keep your own future financial needs in mind first.

Scenario 2: Loan funds with clear repayment terms. This keeps you in more control, but increases your child's debt load, which could affect the size of mortgage they qualify for. Proper documentation is essential to prevent misunderstandings later.

Scenario 3: Co-sign their mortgage. This helps them access better rates or a larger loan without requiring you to access your own capital. But you may be on the hook for the full amount if they can't make payments, and it could limit your ability to access credit in the future.

Each approach should align with your own long-term financial plan. What works for one family might not work for another.

If you're thinking about helping your child purchase a home, let's talk. We can help you understand which approach makes sense for your situation and how it fits with your overall financial goals.

Here’s what to consider

09/03/2026

When facing a liquidity event, you have a lot to think about — and it’s not just compensation and taxes. What could the future look like for you and everyone who’s important to you? I’m here to help you hammer this out and build a strategy for what's important to you. Let’s chat.

09/01/2026

I'm deeply grateful to share that Edward Jones has been recognized as the No.1 Wealth Management Firm for Advised Investor Satisfaction in the JD Power 2026 Canada Investor Satisfaction Study, our 10th award in 14 years! 🏆

What makes this recognition especially meaningful? It came directly from our clients. They rated us highest in:

• Trust
• People
• Products meeting their needs
• Ease of doing business

This demonstrates what I've always believed: When you truly understand what your clients are trying to achieve — their goals, their concerns, their dreams for their family — everything else falls into place.

To my clients: Thank you for your trust. This recognition belongs to you and reflects the relationship we've built together.

If you've been considering personalized financial guidance, let's talk about your future. I'd welcome the opportunity to show you the difference this approach can make.

For JD Power 2026 award information, visit jdpower.com/awards

08/29/2026

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.

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

08/28/2026

Our colleague Julie Petrera, Director of Financial Planning at Edward Jones Canada, recently spoke with The Canadian Press about the RESP withdrawal mistakes families make as the school year approaches.

Why does this matter to us? Because RESPs are one of the most important tools Canadian families use to invest in their children's education, and the decisions around withdrawals can have a real impact on taxes, growth, and whether the money is there when it's needed.

We share our insights with credible media because we want to meet families where they are — with topical, practical guidance they can trust. Articles like this one help us extend our reach beyond our offices and into the homes of families across Canada who are navigating these moments for the first time.

Have a look, and if you're working through an RESP withdrawal, let's talk.

As the school year approaches, families across the country are getting ready to tap into their registered education savings plans.

08/28/2026

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.

As the school year approaches, families across the country are getting ready to tap into their registered education savings plans.

08/28/2026

Uncertainty is part of investing, but it doesn't have to dictate your decisions.

This year has been a reminder that markets often move higher long before concerns fully fade. Rather than trying to predict what's next, a diversified strategy can help you stay focused on your goals while capturing opportunities across different regions and sectors.

Now is a good time to review whether your portfolio still reflects what you're trying to achieve.

Let's talk about your goals, your current strategy and any adjustments that may be worth considering. Reach out to book an appointment.

Learn more about your portfolio’s performance, and check out our recommendations for disciplined investors.

08/27/2026

Keeping up with the markets takes time, research, and ongoing attention.

Most mutual funds give you access to professional investment expertise. Experienced portfolio managers actively manage the fund by researching opportunities, adjusting the portfolio as markets change, and making investment decisions on your behalf.

You also have the confidence of knowing exactly what you own, with fund holdings available through regular reporting and the fund's prospectus.

Ready to put professional management to work for your long-term goals? Call me to set up an appointment and let's get started.