Edward Jones-Financial Advisor: Heide Petschke

04/29/2023

Want to know what happened in the market this past week and what's ahead check out our latest market update.

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

04/20/2023

At Edward Jones, we believe the best way to build wealth is by taking a long-term approach to saving and investing. Thinking long-term helps you to envision, articulate and steadily work towards your goals.

Making changes to your personal finances could help you mitigate the impact of today's financial environment, including strategies like paying yourself first, contributing to your TFSA or RRSP and saving income tax where possible.

04/18/2023

If your goals or risk tolerance have recently changed, your portfolio might need to as well. Market fluctuations can also cause your portfolio to drift from its target asset mix. Reviewing and, if required, rebalancing your portfolio helps keep it on track. I’m available to discuss your portfolio’s performance with you. Let's talk.

With 2020 being a year of considerable uncertainty and challenges, 2021 brought with it some sense of recovery and optimism.

04/14/2023

Research shows women save more consistently than men. On average, women set aside about 9% of their pay in employer savings plans, compared to 8.6% for men. For individual plans women top up their account balances by about 12.4% versus 11.6% among men. *

* Fidelity Investments – Survey reveals only 9% percent of women think they make better investors than men

Women face significant challenges when it comes to investing, but have a good track record. Learn why women should be confident investors.

04/12/2023

Your mental and physical health can have a major impact on your financial goals. For example, the healthier you are, and the better you take care of yourself, the lower your healthcare bills will likely be during retirement. Call me today to discuss how you can factor in different aspects of your life into your financial strategy. Let’s talk.

Look at your financial situation holistically financial focus article

04/07/2023

Family defines the goals of so many Canadians, I see that in my work every day. But I've also seen that Canadian families are changing. That's an insight explored in our study The Four Pillars of the New Retirement, conducted in partnership with Age Wave, which recently earned us the Wealth Management Industry Award for thought leadership. David Gunn, President of Edward Jones Canada, penned a few thoughts on what that study tells us about family. Have a read and let me know, how does your family shape your goals?

04/05/2023

Mark your calendars & tell your friends!
I'm so excited to be an exhibitor at this years' Great Canadian Trade Fair & Sale!
Hope you stop by to say "Hi!"

04/05/2023

RRSP withdrawals are taxable and could cause you to lose income-tested benefits like OAS. TFSAs are tax-free and do not affect your benefits. If you already have a significant taxable retirement income, a TFSA could help bolster your finances in a tax-friendly way.

Should you contribute to an RRSP or TFSA? Take a closer look at some key factors to consider when making your own decision.

04/03/2023

The new First Home Savings Account (FHSA) was announced in the 2022 federal budget. Some finer details, such as which investments qualify and whether beneficiaries can be named, still need to be ironed out. These should be addressed in time for the launch in 2023. I can talk to you more about the FHSA. Give me a call.

Check out the latest updates on the proposed First Home Savings Account (FHSA) to help first-time home buyers save for the purchase of their first home.

03/28/2023

There’s a lot of talk in the news lately about a recession coming in Canada. As worrying as this may sound, especially if job losses occur, recessions are a normal and temporary part of the economic cycle and tend to slow inflation and housing costs. I can help you prepare by reviewing your financial strategy so that you don't derail your long-term goals.

Recessions are a normal part of the economic cycle and serve to ease factors such as high inflation and elevated housing prices and rents.

03/26/2023

In this study we explore how retirement is a journey, a new chapter of life full of more opportunities than ever for you to live with purpose – your unique purpose. Learn more here and contact me to discuss what that means for you.

03/24/2023

When you partner with us you are never alone. Send me a message and we can talk about how we can work together to help you reach your financial goals.