Edward Jones - Financial Advisor: Stuart McConnachie

07/18/2026

After a strong rally earlier this year, we are seeing a pullback in U.S. AI-related areas, like semiconductors, while cyclical and defensive sectors are leading more recently.

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

07/16/2026

For many people, saving for retirement is a given. But strategically planning for it is a different story.

This starts with imagining what your retirement might look like.

🏡 Will you stay in your current home or downsize?

✈️ Will travel be a priority?

🎯 What hobbies, activities or experiences matter most to you?

Your future lifestyle will have a significant impact on your future spending needs.

The goal isn't to predict every expense perfectly. It's to develop a realistic vision of the retirement you want and begin planning accordingly.

Want help fine-tuning your retirement wealth strategy? Please get in touch and let’s review your plan together.

07/15/2026

https://bit.ly/3T1zESw

07/11/2026

Geopolitics remain a source of volatility following renewed U.S.-Iran tensions.

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

07/09/2026

Learn how Edward Jones blends robust training and mentorship to help you build a career as a financial advisor that fits your life.

https://bit.ly/4gtHcar

07/09/2026

The most effective estate plans don’t just focus on documents, assets, or who gets what. They also consider the people entrusted with important responsibilities.

Family financial and estate planning meetings can help ensure that key individuals understand their responsibilities before they're called upon to act.

For example:
● Does your executor know they've been chosen?
● Does your power of attorney understand your wishes?
● Do the people you've selected know where important information can be found?

That's often just as important as having the documents themselves in place.
If you're considering a family estate planning meeting, I can help you develop an approach that aligns with your needs. Let’s connect.

Edward Jones, its employees and Edward Jones advisors are not estate planners and cannot provide tax or legal advice. Please consult appropriate tax, legal and insurance professionals regarding your circumstances.

07/04/2026

The U.S. and Canadian economies have faced their share of challenges this year, including geopolitical uncertainty and a sharp rise in oil prices.

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

07/02/2026

Your industry knowledge and experience has prepared you for a career as a financial advisor.

Join us at our next Financial Advisor Opportunity webinar to learn how your experience – combined with our training and support programs – could lead to success as a financial advisor.

https://bit.ly/4vKxp4D

07/02/2026

A comprehensive financial plan is about more than investing. It considers the many factors that work together to support the life you want to build.

🔹 Financial management: saving, borrowing and managing debt.
🔹 Asset management: investing with purpose to help build your wealth
🔹 Tax considerations: exploring opportunities to reduce or defer taxes
🔹 Retirement planning: preparing for financial security throughout retirement
🔹 Risk management: protecting against unexpected events
🔹 Estate planning: planning for wealth transfer and legacy
🔹 Business planning: aligning business and personal financial goals

The most effective plans don't look at these areas in isolation. They work together to support the life you want to build.

Interested in a more comprehensive approach to your financial future? Let's connect.

Investments are tools. A financial plan is the blueprint. Together, they help you build and experience the life you want.

07/01/2026

What I see
After years of working with business owners, a pattern shows up.
The companies that keep more options over time usually share a few traits:
• Less reliance on one person
• Clearer financial visibility
• Fewer unaddressed risks
None of this is about “exiting.” It’s about building a business that supports better decisions today.
My role as a Wealth Manager is to connect what’s happening inside the business with the family’s long term plan—and bring in the right professionals when deeper work is needed.