Edward Jones - Joseph McGrath

09/27/2022

Market Update: The steeper rate path than the one officials projected in June highlights the Fed’s resolve to cool inflation and likely means further tightening in financial conditions, slower economic growth, and higher unemployment. Have further questions after checking out our commentary? Give me a call.

Stocks oscillated between gains and losses, and the 2-year Treasury yields briefly jumped above 4% in response to the Fed's hawkish projections, calling for more hikes ahead.

09/22/2022

Life insurance needs can change over time; the coverage you have today may not be what you need tomorrow. Be sure your family is protected.

Prepare for the unexpected

09/16/2022

Canadians today face two significant new retirement realities. First, retirement lasts much longer than ever before and second, fewer Canadians have an employer-sponsored defined benefit pension plan. Increasingly, we have to take care of our own retirement. I can talk to you more about retirement planning. Give my office a call or email me.

Thanks to longer life expectancy, retirement today is almost 20 years longer than it used to be for previous generations. Looking back, retirees told us they wished they had started saving much earlier. Check out the new realities facing retirees today and how you can prepare.

09/14/2022

National Life Insurance Awareness Month may not sound as fun or exciting as other celebrated months, but it is important. It serves as a reminder to take a moment to check you have adequate coverage in place to protect you and your loved ones from the unexpected. I can help you review your insurance needs. Let's talk.

We'll work with you to protect what you've worked hard to build.

09/08/2022

Edward Jones is a proud supporter of the Terry Fox Foundation. As Terry so clearly demonstrated, the fight against cancer is a marathon, and we are committed to every step it takes to save and improve as many lives as possible. This year, on September 18, I will be participating in the Terry Fox Run across Canada as part of Team Edward Jones. I hope you will join us in our mission to find a cure cancer. Click here to learn more. https://hearsay.social/3AZy8DQ

09/07/2022

Our sophisticated, proprietary technology enables our financial advisors to maximize their efficiency, and spend more time serving their clients.

We’ve invested $500 million into our digital strategy — evolving our technology to make you more productive and elevate the client experience. As an Edward Jones financial advisor, you have a full spectrum of powerful tech tools to support your practice.

09/01/2022

The money in an RESP primarily comes from your contributions, matching Canada Education Savings Grant (CESG) contributions from the federal government, and investment growth. If your child ends up not pursuing post-secondary education, the CESG portion must be repaid to the government. I can talk to you more about the ins and outs of RESP investing. Call me if you’d like to discuss.

You may have been investing for years for your child or grandchild's post-secondary education. But what happens if they decide not to go to university or college? In this article, we outline what happens to your contributions, the government grants and investment growth.

08/24/2022

We recently hosted an event in the beautiful city of Vancouver, British Columbia celebrating our firm's 100-year anniversary and almost three decades in Canada. Over this time we have been privileged to create and grow client relationships that allow us to live our purpose, partner for positive impact to improve the lives of our clients and colleagues, and better our communities and society. While we will continue to evolve to meet the needs of our clients – what will always remain steadfast is our commitment to helping clients achieve what matters most to them. I thank my clients for the trust they have placed in me and I am thrilled to be on this journey with you as we look to the next 100 years as we work together towards achieving your goals and celebrating the accomplishments of you and your loved ones.

08/18/2022

Did you know an RESP (Registered Education Savings Plan) can remain open for 36 years? This lesser known RESP benefit is worth noting as a child who isn’t interested in post-secondary school today might change their mind and decide to pursue a program in the future. I can walk you through the ins and outs of RESP investing and savings. Let's talk.

You may have been investing for years for your child or grandchild's post-secondary education. But what happens if they decide not to go to university or college? In this article, we outline what happens to your contributions, the government grants and investment growth.

08/16/2022

I am very proud to announce Edward Jones is continuing to support The Terry Fox Foundation this year. On April 12, 1980 Terry began his cross Canada run – a Marathon of Hope – uniting Canadians from coast to coast to raise money for cancer research. Today we continue to support Terry's dream of a world without cancer. At Edward Jones we believe that this dream can be achieved by investing in the best cancer research. This year, I'm honoured to be part of Team Edward Jones, taking part in the 2022 Terry Fox run, connecting more deeply with the communities we serve, while raising funds to support critical cancer research projects. Learn more about why we're supporting the 1 in 2 Canadians and their loved ones who will face cancer here.

Learn more about the Terry Fox Run and how you can get involved with the Terry Fox Foundation.

08/11/2022

Parents with two or more children often notice they can have surprisingly different personalities and interests. RESP rules take these potential differences into consideration. If one child doesn’t want to pursue post-secondary education, it may be possible for you to transfer the RESP contributions and grants to a second child that does (note that contribution and CESG limits still apply). If you think you might be in this situation, give me a call and let’s discuss together.

You may have been investing for years for your child or grandchild's post-secondary education. But what happens if they decide not to go to university or college? In this article, we outline what happens to your contributions, the government grants and investment growth.

08/09/2022

At Edward Jones, you’ll find the autonomy to build your practice your way, and the support to provide the best service to your clients.

A career as an Edward Jones financial advisor offers unlimited earning potential and extra support to build your practice. Explore a career at Edward Jones.