Edward Jones - Financial Advisor: Daniel Michaud

07/30/2025

Many people spend decades dreaming of their ideal retirement and how to make it a reality. But while it’s important to make sure you are financially ready to retire, it is also important to prepare emotionally for such a big life change. Here are some questions to consider if you’re emotionally ready to retire.

Read more here

09/23/2024

Looking to put together a mindful and dedicated
business networking focus group. If you know people or businesses that could be interested feel free to tag them!

Looking for businesses and entrepreneurs that would like to get together to help promote growth within their own business as well as impacting businesses around us.

Looking for people in

Photography
Insurance
Real estate
Mortgage
Accounting
Software/web development
Marketing
HR
Cleaning company

Or any other small business that could benefit from like minded individuals looking to make a focused impact.

THANKS!

10/25/2023

🚀 Rethinking Employer Benefits: More Than Just Checking the Box! 📦

Hey everyone,

It's no secret that many employers offer benefits like the 401k just to check that box, thinking it'll magically attract and retain talent. But times have changed, and the talent war is fiercer than ever! 🌪️

Let's pause and reflect – isn't it time we reevaluate our approach? 🤔

Imagine a 401k program that goes beyond the checkbox, one that truly supports and empowers your team. That's where having a trusted advisor on board comes into play. 🤝 💪

They're not just bean counters; they're your partners in creating a robust, cost-effective, and employee-focused benefits plan. It's a win-win! 🚀

But here's the kicker – with an advisor, you're not just getting generic support. You're unlocking a personalized, one-on-one support system that caters to the unique needs of each employee. Now, that's the true game-changer! 🤝💼

Let's shift the narrative, from "checking the box" to "investing in our people." 💡

Let's chat about how you can supercharge your benefits, provide personalized support, and stand out in the race for talent. Reach out to me if you're ready to level up! 📩

10/17/2023

A client of mine dropped off some home made hot chocolate bombs!

I know I’ll be getting some for some client appreciation gifts!

Got the hook up if you want a contact!

10/02/2023

October is Breast Cancer Awareness Month. During this month, we want to honor those who have been affected by this disease and raise awareness of the life-saving potential of early detection. Now is a great time to reach out to friends and family to remind them to schedule their annual breast exam if they haven’t already.

09/26/2023

Making summer plans? Be sure revisiting your financial strategy is on the list.

Getting there is often the hard part. These milestones can help you on the road to financial stability.

09/25/2023

After a strong start to the year, market volatility seems to have returned. While we would expect market volatility to continue near-term, we are also watching for key inflection points that may indicate the early innings of a more sustainable rally ahead. We highlight three potential conditions that we believe would support better market returns longer term: 1) inflation moving lower, 2) the Federal Reserve pausing its rate-hiking cycle, and 3) earnings revisions bottoming.

A summary of last week's market highlights and economic news.

09/22/2023

Access to a retirement plan at work is a valuable benefit, but it’s important to make sure you are taking full advantage of the opportunity.

Understand the key benefits of funding your 401k and why you should consider increasing those contributions as your salary increases.

09/21/2023

While it looks attractive now, the numbers don’t lie: cash has been the worst-performing asset class over the past 25 years. This easy-to-understand chart shows which fixed-income sectors have outperformed cash in a variety of environments.

08/01/2023

Onward and upward!

07/04/2023

It’s supposed to be let freedom RING not RAIN!

Happy Independence Day to all!

And thank you to all that have served