Edward Jones Financial Advisor: Dana Hicks

08/29/2026

🚗❤️ Proud to be here today supporting Special Olympics!

I’m thrilled to be here today as a sponsor of this amazing Car Show in support of Autism Awareness & Special Olympics.

It’s always a pleasure to be part of an event that brings our community together for such an important cause. There are some incredible cars here, but even better, there’s an incredible reason behind today’s event. ❤️

As a financial advisor, I’m proud to support my clients and our community not only through financial planning, but by giving back to organizations that make a real difference.

If you’re in the area, come out, check out the cars, say hello, and help support Special Olympics! 🚘🏆

Community. Connection. Giving back. That’s what it’s all about.

08/29/2026

The burden of proof shifts back to AI skeptics. NVIDIA's earnings reinforced that AI demand and spending remain robust, with customer demand continuing to outpace supply and little evidence that the AI investment cycle is nearing an end.

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

08/28/2026

A new school year is just around the corner, and for many families that means it's time to start drawing from an RESP.

Julie Petrera, our Director of Financial Planning at Edward Jones Canada, shared some helpful perspective in The Canadian Press on the mistakes to avoid — like taking from the wrong portion of the account first, or leaving too much invested in equities too close to withdrawal time.

We work with media to share insights like these because the families we serve are asking these same questions every day. By contributing to credible publications, we help bring timely, trustworthy guidance to clients and families across Canada — not just in our own communities, but wherever these conversations are happening.

If education planning is on your mind, reach out. We're here to help.

As the school year approaches, families across the country are getting ready to tap into their registered education savings plans.

08/28/2026

Building a diversified investment portfolio doesn't have to be complicated.

Instead of researching and selecting individual stocks or bonds, a mutual fund gives you exposure to a broad mix of investments through a single purchase.

Depending on the fund, that can include stocks, bonds, real estate, and other asset classes—all professionally managed with a defined investment objective. As the fund grows and generates income, you share in its performance and can often reinvest distributions automatically.

Looking for a simpler way to diversify your investments? Let’s book an appointment and explore how mutual funds could fit into your portfolio

08/27/2026

Keeping up with the markets takes time, research, and ongoing attention.

Most mutual funds give you access to professional investment expertise. Experienced portfolio managers actively manage the fund by researching opportunities, adjusting the portfolio as markets change, and making investment decisions on your behalf.

You also have the confidence of knowing exactly what you own, with fund holdings available through regular reporting and the fund's prospectus.

Ready to put professional management to work for your long-term goals? Call me to set up an appointment and let's get started.

08/26/2026

What’s the best type of investment portfolio?

It's a trick question—there's no such thing as a one-size-fits-all approach.

The right investment strategy depends on where you are in life. A portfolio should reflect your financial goals, time horizon, and comfort with risk—all of which evolve over time.

For example, someone just starting their career will likely have different priorities than someone approaching or enjoying retirement. Earlier in life, long-term growth may be the focus. Later on, preserving wealth and generating income may become more important.

As a financial advisor, I often tell my clients: The best portfolio is the one that's built around you.

Do your investments match your life stage? Let's review your portfolio together.

Things you need to consider as you build a portfolio that’s right for you.

08/26/2026

Is Your Financial Advice Still Working for You?

As life changes, your financial needs change too.

Sometimes, it’s worth taking a step back and asking:

Do I feel heard?
Do I understand my financial plan?
Do I have someone I can turn to when I have questions?
Do I feel like my advisor truly knows my goals?

Your relationship with your financial advisor should feel personal, accessible and built around you.

If it’s been a while since you’ve had a meaningful conversation about your financial future, perhaps it’s time for a fresh perspective.

📩 Let’s talk. A second opinion could be the conversation you didn’t know you needed.

Your financial future deserves personal attention.

08/25/2026

When it comes to investing, time can become one of your greatest advantages.

Here’s an example: imagine investing $10,000 for 20 years, and it grows by 5% each year*.

If you withdraw the gains each year instead of leaving them invested, after 20 years, your total investment will grow to $20,000.

But if you reinvest those gains, that same investment could grow to more than $26,500.

That’s the power of compounding: accelerating growth by helping your investment returns earn returns.

Wondering how compounding could work as part of your investment strategy? Let’s explore the possibilities.

*Assumes a hypothetical 5% annualized return.

Equities can add diversification and serve as a growth engine to help build value over time.

08/24/2026

Retirement planning isn't just about having a timeline to stop working.

It's about making financial and personal decisions that will shape your future, from saving and investing to pension choices, healthcare, and caring for loved ones.

Whether retirement is decades away or just around the corner, taking small steps today can help you feel more confident about tomorrow.

👉 Swipe through for some key questions to consider in your retirement plan.

Wondering if your retirement strategy is on track? Let’s connect and we can review it together.

How to take the next best steps to create the retirement you see for yourself.