Edward Jones - Financial Advisor: Dave Shakespeare

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.

08/22/2026

Upward pressure on global long-term bond yields weighed on investor sentiment, sending stocks lower last week.

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

08/15/2026

Inflation has displayed an encouraging trend.

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

08/08/2026

Three major headwinds have eased: Improving confidence in AI demand, lower oil prices, and reduced fears of additional Fed tightening have helped the S&P 500 break out of its three-month trading range and join the TSX to reach new highs.

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

08/01/2026

The Fed held the fed funds target range unchanged at 3.5%-3.75%, as expected, although three policymakers dissented in favour of a quarter-point hike.

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

07/30/2026

For many families, legacy planning extends beyond the next generation. It’s also about considering how wealth can continue to provide opportunity, protection and purpose for grandchildren.

A cascading life insurance strategy can help transfer wealth across generations in a tax-efficient manner, while preserving flexibility and protection for future family members.

For families focused on creating a lasting legacy, this can be a powerful way to preserve family capital, strengthen generational continuity and align wealth transfer with long-term intentions. The earlier these conversations begin, the more options families may have.

If you're considering how your legacy can support future generations, please book an appointment and we can explore the possibilities.

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.

07/25/2026

Renewed U.S.–Iran tensions are pushing oil back toward $100, reintroducing inflation risk and reopening the debate over whether the Fed and other central banks may need to respond.

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

07/23/2026

🏡 The principal residence exemption is one of the most valuable tax benefits available to Canadian homeowners. It allows you to sell your principal residence without paying tax on the increase in its value.

📈 How it works:
When most assets are sold for a profit, a portion of the capital gain is taxable. If your home qualifies as your principal residence, the exemption can shelter that gain.

✅ Why it matters:
When selling your home, the exemption can help preserve more of your wealth, leaving you with more flexibility in your broader financial plan.

Wondering how the principal residence exemption applies to your situation? Let's connect.

Edward Jones, its employees and Edward Jones advisors cannot provide tax or legal advice. Consult qualified tax and legal professionals

You asked – we answered! Here are the top 10 questions about principal residence exemption.

07/18/2026

After a strong rally earlier this year, we are seeing a pullback in U.S. AI-related areas, like semiconductors, while cyclical and defensive sectors are leading more recently.

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

07/16/2026

For many people, saving for retirement is a given. But strategically planning for it is a different story.

This starts with imagining what your retirement might look like.

🏡 Will you stay in your current home or downsize?

✈️ Will travel be a priority?

🎯 What hobbies, activities or experiences matter most to you?

Your future lifestyle will have a significant impact on your future spending needs.

The goal isn't to predict every expense perfectly. It's to develop a realistic vision of the retirement you want and begin planning accordingly.

Want help fine-tuning your retirement wealth strategy? Please get in touch and let’s review your plan together.