Edward Jones-Financial Advisor: Jeffrey Mueller

09/02/2026

Looking for a simple way to build a diversified investment portfolio?

With exchange-traded funds (ETFs), you can own a broad mix of investments with a single purchase. Most ETFs are designed to track a market index, which makes them a lower-cost way to invest across a range of asset classes.

Wondering whether ETFs belong in your investment strategy? Give me a call and let's talk it through.

What are exchange-traded funds and how do they work? Get all the facts and information you need to understand these funds.

09/01/2026

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.

08/31/2026

Much of the time, investing involves an element of uncertainty. That’s why sometimes, it helps to know exactly what you can expect.

Guaranteed Investment Certificates (GICs) offer a fixed interest rate for a set term, so you'll know your return from the start. Eligible GICs are also insured by the Canada Deposit Insurance Corporation (CDIC) for up to $100,000 per insured category, making them a straightforward, lower-risk investment option.

Whether you're saving toward a specific goal, preserving capital, or adding stability to your portfolio, GICs can boost your confidence in uncertain markets.

Interested in building some stability into your portfolio?

Please book an appointment and we can discuss GICs and other fixed-income options.

These investments are important in any portfolio mix because they offer a steady income stream.

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

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

A well-designed portfolio is more than a collection of investments. It's built around a clearly defined portfolio objective that guides how your investments are managed over time.

That objective is shaped by two important factors: where you are in life and how much investment risk you're comfortable taking.

For someone in the early stages of investing with a higher tolerance for risk, a growth-focused objective might be appropriate. For someone closer to retirement, a focus on income or preserving wealth may be a higher priority.

The result is an investment strategy designed to support the future you’re building, while considering your unique financial situation and your comfort with risk.

Is your portfolio working toward the right objective? Let's review your investment strategy and ensure it’s aligned to your long-term goals.

08/27/2026

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.

08/26/2026

Not every investment strategy is designed to do the same thing.

An active investing approach aims to go beyond tracking the market by making deliberate investment decisions with the goal of outperforming an index or helping limit losses during market downturns.

This approach doesn’t guarantee higher returns. But during times of market volatility, the potential for downside protection can offer greater confidence.

Deciding what’s best for you means aligning your investment approach to your financial goals, time horizon, and your comfort with risk.

Wondering if actively managed investments belong in your portfolio? Call me to set up an appointment and we can explore some options.

Learn about the similarities and differences between these two popular investment styles.