Edward Jones - Financial Advisor - Tom Riedl

Tech is cooling, not breaking: The recent pullback in semiconductors reflects profit-taking after a “too far, too fast” rally, with improving breadth signaling a healthier market backdrop.

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

Last week's blowout U.S. payroll report underlined the improvement in the U.S. labour market this year, with hiring accelerating and broadening across sectors, signaling a more durable foundation for growth. Canadian employment data were also surprisingly strong, reversing some of the weakness in hiring this year.

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

Ottawa's proposed national sovereign wealth fund, the Canada Strong Fund, is generating a lot of headlines. Before drawing any conclusions, it's worth pausing on what we actually know, and what we don't.

The details that matter most to investors are still undefined. Governance structures, safeguards against political influence, liquidity terms, lockup periods and realistic risk and return expectations have not been established. The fund's focus on areas where private capital hasn't stepped in suggests these investments may carry meaningful risk. And unlike Norway's sovereign wealth fund, which invests globally and excludes direct retail participation, the Canada Strong Fund would invest domestically and include a retail investor component. That's a significant distinction.

A strong financial plan doesn't react to headlines. It's built on quality investments, diversification and a long-term perspective grounded in your goals, your timeline and your comfort with risk. Those principles don't change because of a political announcement.

If you'd like to talk through what this means for your plan, reach out and let's talk.

Sovereign Wealth Fund Learn about what Canada's proposed Sovereign Wealth Fund means for your financial plan.

Markets experienced gain in April, bringing new life to diversified portfolios after a volatile first quarter. The broader backdrop has stayed constructive:

• Resilient economic activity in certain sectors
• Rising corporate profits
• Continued opportunity in energy, industrials, and materials for Canadian investors
• Longer-term bonds offering support as yields stabilize

Instead of trying to predict the exact peak of the market, our guidance focuses on a forward-looking approach built around two timelines: a longer-term strategy anchored to your goals, and a shorter-term, opportunistic view for timely adjustments with discipline.

If any of this raises questions, or you'd like to talk through what recent market shifts mean for your portfolio, please reach out. I'm here, and I'm happy to help.

Monthly portfolio brief Learn more about your portfolio’s performance, and check out our recommendations for disciplined investors.

Markets closed last week hopeful that a U.S.–Iran peace deal will finally help unwind the shock to global energy markets seen this year, with equities hitting new record highs and bonds rebounding.

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

Moving retirement funds across borders is more than a simple money transfer; it requires knowledge of tax treaties, potential penalties, and timing.

A personalized plan can help you avoid penalties and keep more of what you’ve earned.

Let’s connect to talk through considerations and next steps.

Edward Jones, its employees and financial advisors, cannot provide tax or legal advice. You should consult your lawyer or qualified tax advisor regarding your situation.

Tax Considerations: Canadian tax treatment of U.S. retirement plans If you're a Canadian who has worked in the U.S. and returned to Canada with a foreign retirement account, learn more about some of your options for your retirement plan accounts.

Stocks continue to climb despite rising rates.

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

The transition from earning a paycheque to drawing from investments represents a significant shift. A structured financial plan can help transform uncertainty into clarity through a process that evolves with your life.

Effective retirement planning addresses multiple priorities:

• Housing decisions
• Travel goals
• Family support
• Preparing for unexpected costs

Regular reviews, at least annually or when circumstances change, ensure your plan reflects what's most important to you now.

This approach helps you prepare for milestones, curveballs, and cannonballs: the planned transitions, unexpected challenges, and major life events that require thoughtful reassessment. The result is confidence that your current spending and future goals can align.

At the end of the day, retirement income planning is about what your plan can enable, not what it will limit.

Let's build a retirement plan that supports what matters most to you. Reach out today to start the conversation.

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