Edward Jones-Financial Advisor: Jeffrey Mueller

10/17/2026

U.S. technology has come under pressure in October amid concerns about AI-related debt, revenue expectations and higher rates, while investors have gravitated toward value stocks and more defensive sectors.

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

10/16/2026

The most effective estate plans don’t just focus on documents, assets, or who gets what. They also consider the people entrusted with important responsibilities.

Family financial and estate planning meetings can help ensure that key individuals understand their responsibilities before they're called upon to act.

For example:
● Does your executor know they've been chosen?
● Does your power of attorney understand your wishes?
● Do the people you've selected know where important information can be found?

That's often just as important as having the documents themselves in place.

If you're considering a family estate planning meeting, I can help you develop an approach that aligns with your needs. Let’s connect.

Edward Jones, its employees and Edward Jones advisors are not estate planners and cannot provide tax or legal advice. Please consult appropriate tax, legal and insurance professionals regarding your circumstances.

10/15/2026

When dividing an estate, many people assume that equal means fair. But the reality is often more complex.

One child may be involved in the family business. Another may have taken on caregiving responsibilities. The challenge isn't always the decision itself but helping loved ones understand the reasoning behind it.

Family meetings can create transparency, encourage thoughtful discussion and reduce potential for misunderstandings down the road.

As a financial advisor, I often help clients prepare for these important conversations. If you'd like support or guidance, let's connect.

Edward Jones, its employees and Edward Jones advisors are not estate planners and cannot provide tax or legal advice. Please consult appropriate tax, legal and insurance professionals regarding your circumstances.

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....

10/14/2026

When planning your estate, treating children fairly doesn't always mean dividing assets equally.

One child may want to continue operating the family business. Another may hope to keep the family cottage.

Estate equalization strategies can help families preserve important assets while keeping inheritances balanced. In some cases, life insurance may provide the liquidity needed to help ensure children are treated equitably without forcing the sale of a business, farm or cottage.

Wondering what approach works best for you? Let's explore strategies that can help support both your family and your legacy.

Edward Jones, its employees and Edward Jones advisors are not estate planners and cannot provide tax or legal advice. Please consult appropriate tax, legal and insurance professionals regarding your circumstances.

Life insurance can play a powerful role your estate planning, helping you to secure your family’s financial future.

10/13/2026

For many business owners, the business represents much more than an asset. It's part of their family's legacy.

One of the biggest estate planning challenges is determining how to transfer a business to a family member while preserving its value and minimizing tax implications.

In some situations, life insurance can play a role in a corporate estate transfer strategy, helping create liquidity and support a more tax-efficient transfer of wealth.

As an advisor, I help my clients plan what comes next–for their business and their family’s next generation. If you're thinking about the future of your business, let's connect and explore your options.

Edward Jones, its employees and Edward Jones advisors are not estate planners and cannot provide tax or legal advice. Please consult appropriate tax, legal and insurance professionals regarding your circumstances.

Life insurance can play a powerful role your estate planning, helping you to secure your family’s financial future.

10/12/2026

Financially fulfilled Canadians don't just feel different about money. They plan differently, prioritize differently, and they're far more likely to have someone in their corner.

New 2026 research from Edward Jones and Gallup found that 74% of financially fulfilled Canadians sought financial guidance from a professional financial advisor in the past year, compared to just 26% of those who are financially stressed.

Fulfilled Canadians are more likely to have:

• Emergency savings
• A retirement plan
• Funds set aside for major expenses

For those who are financially stressed, the focus is foundational:

• Reducing debt
• Building income
• Creating stability

The difference between stressed and fulfilled often comes down to having a clear plan and the right guidance to follow through on it. If you're ready to move from managing money to making it work toward what matters most to you, let's talk. Book a call with me today.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 2026

Read our research on how values and emotions shape our relationship with money.

10/10/2026

Four years in, the S&P 500 bull market is not an outlier in terms of either strength or longevity.

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

10/09/2026

💡 Not all investment income is taxed the same, and interest income is usually the least tax-efficient of them all.

If you're earning interest income within a savings account or hold GICSs or bonds in your portfolio, it's worth understanding exactly how they're taxed, and what that means for your overall investment strategy.

Watch to learn how savings accounts, GICs and bonds are taxed.

Edward Jones, its employees and financial advisors do not provide tax or legal advice. Consult a qualified tax or legal professional regarding your personal situation. This content is for informational purposes only.

10/08/2026

Workforce adjustment can feel overwhelming. The choices you're facing now may shape your financial direction for years to come.

If you're a federal employee who received a Workforce Adjustment (WFA) notice, you're navigating one of the most uncertain periods of your career. The waiting, the ambiguity, the decisions that need to be made about your pension and financial future.

Whether you're considering your defined benefit pension options, planning for early retirement, or preparing for a career transition, I'm here to help you navigate this moment with confidence.

You've dedicated years to public service. Let's ensure the financial decisions you make now honor that dedication and support the retirement you envision.

Reach out for a conversation. No sales pitch, just clear guidance through this transition.

When you retire or change employers, you may face a significant financial decision: Should you stay in your pension plan, or transfer the assets to accounts under your control?

10/07/2026

Received a Workforce Adjustment (WFA) notice? You’re not alone — and you don’t have to figure this out by yourself.

For federal employees, a WFA often comes with big questions about your pension, early retirement, or what’s next in your career. It’s a lot to process.

If you want to discuss your options, especially around your defined benefit pension, I’m here to help you think it through.

No pressure. No sales pitch. Just support during a challenging transition.

When you retire or change employers, you may face a significant financial decision: Should you stay in your pension plan, or transfer the assets to accounts under your control?