Edward Jones Investment Insight newsletter

In 2024, we will be changing the frequency from bi-monthly to quarterly. With the new schedule, subscribers will receive the newsletter at the beginning of February, May, August, November.

 

This change enables our experts to provide deeper research into topics that impact Canadians the most. Our timelier content will be available on Edwardjones.ca under Guidance and Perspectives and shared on our social media channels.

 

Check Guidance and perspectives regularly to see our thought-provoking content.

Stay focused on creating a better future for you and your family with topics you care about. Learn do's and don'ts as you make financial decisions, and get our perspective on the markets, the economy and more – all delivered to your inbox every quarter. Ask your Edward Jones financial advisor to sign you up for the Edward Jones newsletter.

November/December 2023

In this issue:

• Your 2023 year-end checklist
• Should you open an FHSA before December 31?
• Your priorities are our priorities
• Trust reporting rule changes

September/October 2023

In this issue:

• Tax implications for Canadians owning property in the U.S
• Considering helping your adult children purchase a home?
• Time to renew your mortgage? Here are 5 things you can do.
• 6 ways to protect yourself against cyber threats

July/August 2023

In this issue:

• RESP withdrawal rules: How 2023 changes provide a planning opportunity
• What are the pros and cons of joint ownership with adult children?
• Have a cottage? Make a plan to keep it in the family and transfer the property to the next generation
• Your GIC maturity date is approaching. What next?

May/June 2023

In this issue:

• Asked to be an executor? Here’s what one executor wishes he’d known ahead of time
• Living together: Cohabitation agreement checklist
• What exactly is responsible investing?
• What you own matters, and so does where you own it

March/April 2023

In this issue:

• Is it time to incorporate your business?
• 2023 tax season: What you need to know
• Expect a mild recession in the first half of 2023
• Women are amazing investors
• First Home Savings Account: An update

January/February 2023

In this issue:

• Contribution conundrum: How should you save for retirement?
• Focus on what you can control: Five steps to deal with rising costs
• Should you consider investing in GICs?
• Pay yourself first with automatic investing