Macdonald Financial Services

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Macdonald Financial Services Our goal at Macdonald Financial Services is to exceed our client's expectations by providing sound financial advice and exceptional customer service.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. www.finra.org www.sipc.org
We are committed to putting quality service and objective advice first. I offer clients financial services in a variety of areas:

•Retirement Planning - to design an investment strategy with a purpose to help you work towards all of your retirement goals
•Long-term care - to help ensure that you and your heirs are well-cared for
•Annual portfolio review - to review your current holdings and help you make any necessary changes or adjustments
•Estate planning - for preservation of wealth from generation to generation
We are registered for Securities in the following states: AL, AZ, CA, CO, FL, GA, ID, KS, MA, MN, MO, MT, NE, NH, NM, NV, NY, OH, OR, SD, TX, VA, WA, WI, WY
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

10/19/2026

📊 Inflation is heating up, the Fed has another big decision ahead, and Social Security recipients are getting a cost-of-living adjustment next year.

AJ and Devin are back together for this week's Weekly Recap, and there's plenty to cover!

Here's what's on the agenda:
📈 Inflation climbing to 3.7%
🏦 What the latest numbers could mean for the Fed's upcoming rate decision
💰 A 3.6% Social Security cost-of-living adjustment for 2027
🏥 Why Medicare premiums could affect how much of that increase retirees actually see
⛽ Oil prices above $105 and some eye-opening diesel prices right here in Northern Colorado
🏠 Mortgage rates and the housing market
📊 The start of third-quarter earnings season
🌎 The latest developments involving Iran and Ukraine

AJ and Devin also discuss how higher energy and transportation costs could continue to affect everyday expenses.

And if you're driving a diesel truck around Loveland, you might want to shop around before filling up! ⛽😬

10/12/2026

📈 Treasury yields hit a 24-year high, stocks reach new records, and the latest jobs report raises questions about the Fed's next move.

With AJ out on location, Devin is joined by Rachel for this week's Weekly Recap!
Here's what they're covering:
📈 The 10-year Treasury yield reaching 5.36%
🏠 Rising mortgage rates and the housing market
📊 The S&P 500 and Nasdaq hitting new highs
🏦 A weaker-than-expected jobs report and what it could mean for the Fed
⛽ Oil prices climbing above $105 per barrel
🌎 The latest developments involving Iran
🇨🇦 U.S.-Canada tariffs and the upcoming elections
💵 A stronger U.S. dollar and what it could mean for European travel

And Rachel brings something a little different to wrap things up!

📸🐿️ The Nikon Comedy Wildlife Photography Awards!

From a squirrel that looks like it's getting arrested to a crocodile with an interesting hairstyle, there are some pretty entertaining photos this year. 😂

10/05/2026

📈 Treasury yields are climbing, mortgage rates are moving higher, and another Fed meeting is right around the corner.

AJ and Devin are back with this week’s Weekly Recap, covering:
📈 The 10-year Treasury moving above 5.2%
🏠 What higher yields could mean for mortgage rates
📊 A look back at September and the third quarter
🏦 Inflation and what the Fed could do next
🤖 Nvidia, AI spending, and the White House AI summit
⛽ Rising diesel and energy costs
📉 Consumer confidence
🌎 The latest developments involving Iran

And after teasing it last week, they finally have the result we’ve all been waiting for...

🐻 The Fat Bear Week winner!

09/29/2026

🌎 International headlines take center stage in this week’s Weekly Recap!

AJ and Devin are back together and covering quite a bit:

🇺🇸 President Trump’s address to the United Nations
🌎 The latest developments involving Iran
🇨🇳 President Xi’s visit and U.S.-China trade talks
⛽ Oil prices moving back above $105 per barrel
🚛 Rising diesel and transportation costs
🤖 AI and its role in U.S.-China relations
🐼 A couple of pandas headed to the U.S.
🐻 And one of the most important competitions of the year... Fat Bear Week!

Of course, they also find a little time for football before wrapping things up. 🏈

09/21/2026

📈 The Fed made its move. Now what?

Devin is flying solo for this week’s Weekly Recap, and there’s plenty happening across the economy and markets.

This week, he covers:
🏦 The Fed’s quarter-point interest rate increase
📈 The 10-year Treasury moving above 5%
🏠 Mortgage rates moving closer to 7%
⛽ Oil prices approaching $110 per barrel before pulling back
🤖 Growing questions surrounding AI spending and infrastructure
⚡ The energy demands of AI data centers
🏈 And a Broncos-Chiefs result Devin would probably rather forget

Devin also takes a closer look at what the Fed’s latest decision could tell us about where interest rates may be headed from here.

09/14/2026

📊 Inflation, interest rates, Treasury yields, tariffs and football. There’s plenty to cover in this week’s Weekly Recap!

AJ and Devin are back together and discussing:

🏦 What rising inflation could mean for the Fed’s upcoming decision
📈 The 10-year Treasury approaching 5%
💰 Continued concerns surrounding government debt and deficit spending
⛽ Rising oil and fuel prices
🌎 The latest developments involving Iran
🇨🇦 Continued U.S.-Canada tariff tensions
🏈 And, of course, the start of the NFL season!

AJ and Devin also take some time to reflect on the 25th anniversary of September 11 and remember those whose lives were lost or forever changed that day.

🎉 Another great afternoon celebrating our clients!Yesterday, we got together with some of our September and October birt...
09/10/2026

🎉 Another great afternoon celebrating our clients!

Yesterday, we got together with some of our September and October birthday clients for our latest Client Birthday Party. 🎂🥳

We always enjoy having the opportunity to step away from the office, catch up, share some laughs, and celebrate the people who make what we do so meaningful.

Thank you to everyone who joined us, and Happy Birthday to all of our September and October birthdays! 🎈🎁

09/08/2026

📊 A stronger jobs report, rising rates, higher oil prices and a little college football to finish things off!

AJ is flying solo for a shorter post-Labor Day Weekly Recap, but there’s still plenty to cover.

This week, AJ takes a look at:

💼 A surprisingly strong August jobs report
🏦 What the latest numbers could mean for the Fed’s next rate decision
📈 Strong corporate earnings, especially in the AI space
🏠 Treasury yields and their impact on mortgage rates
⛽ Oil prices climbing back above $95 per barrel
🚕 Tesla’s cyber taxi rollout
🌎 Continued developments involving Iran
🏈 And, of course, some Colorado college football

08/31/2026

📊 AJ and Devin are back together, and there’s plenty to talk about this week!

From tariffs and AI to the Fed and the bond market, this week’s recap covers a lot of ground:

🇨🇦 U.S.-Canada tariffs escalating
💧 Growing concerns surrounding the Colorado River
🤖 Nvidia reporting another strong quarter
🏦 The latest from the Fed’s annual meeting in Jackson Hole
📈 Continued pressure on long-term Treasury yields
🥇 Gold climbing as the U.S. dollar declined
🌎 Ongoing developments involving Iran

They also take a look at a few other headlines that caught their attention over the past week.

💍 Another special wedding to celebrate in the Macdonald Financial Services family! ❤️On Monday, Christy’s daughter, Kins...
08/26/2026

💍 Another special wedding to celebrate in the Macdonald Financial Services family! ❤️

On Monday, Christy’s daughter, Kinsey, married Joey Pastorius surrounded by family and friends.

We’re so happy for Christy and her family as they celebrate this exciting milestone and officially welcome Joey to the family!

Please join us in congratulating Kinsey & Joey and wishing the newlyweds a lifetime filled with love, laughter, and plenty of wonderful memories together. 🥂💐

Congratulations, Kinsey & Joey! 🤍

Address

4025 St Cloud Drive, Ste 250
Loveland, CO
80538

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

Telephone

(970) 667-2950

Website

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