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Stay informed with what’s going on. Browse posts that might be helpful to you or check out an event happening in your area. Come back regularly as this page is kept up-to-date with a lot of relevant information.
Greater wealth can bring greater complexity. From tax-aware approaches to estate considerations, having a thoughtful plan in place can help you protect and preserve what matters most — today and for the future. Let’s help simplify your next steps with a personalized roadmap. https://advisor.sunlife.ca/taylor.jackson.financial/
Greater wealth can bring greater complexity. From tax-aware approaches to estate considerations, having a thoughtful plan in place can help you protect and preserve what matters most — today and for the future. Let’s help simplify your next steps with a personalized roadmap. https://advisor.sunlife.ca/taylor.jackson.financial/
Weekly Market Data
• After dropping nearly 2% the week before, the S&P 500 retraced much of the drop during the first half of the week to start the new quarter on a positive note. It faltered a bit on Thursday heading into the weekend, but managed to close the week in the green.
o The S&P 500 rose 1.78%.
o The NASDAQ gained 2.12%.
o The S&P/TSX increased 0.94%.
• Stocks kicked off the holiday-shortened trading week with a strong Monday as the Magnificent 7 staged a broad relief rally.
o News that the US and Iran had agreed to another temporary ceasefire fueled the bullish sentiment.
o Aside from the Magnificent 7, space stocks were also a bright spot.
• On Tuesday, stocks pushed higher again as tech stocks continued to recover.
o The Nasdaq gained another 1.52% and the S&P 500 added 0.79% to close the quarter.
• Overall, the S&P 500 and Nasdaq finished Q2 up approximately 14.9% and 21.4%, respectively, their strongest quarterly performances since 2020.
•
o Fed Chair Warsh also announced he was forming a task force to evaluate whether the Fed should begin reducing its large balance sheet holdings of Treasury securities, adding additional upward pressure on yields.
• On Thursday, however, yields pulled back as the market digested a weaker-than-expected June nonfarm payroll report.
• Oil prices saw significant movement throughout the week, largely dictated by the latest developments regarding the Iran conflict.
o WTI crude opened Monday with a price gain, but by Tuesday, it had settled near $70 per barrel as the market digested a roughly 30% drop in crude during Q2, driven by a surge in supply as traffic through the Strait of Hormuz accelerated following potential progress toward a peace deal.
• By Wednesday, crude had fallen below $69 per barrel, its lowest level since late February, as US-Iran talks continued to advance.
• Gold spent most of the week under pressure, bouncing around the $4,000 per ounce level.
o On Monday, prices dipped to around $4,052 as a stronger labor market backdrop and easing geopolitical tensions dampened safe-haven demand.
o On Tuesday, gold slipped further on the heels of a new jobs report, stoking expectations that the Fed could raise interest rates later in the year.
o On Wednesday, prices briefly staged a modest recovery as the market digested new comments from Fed Chair Warsh.
o Then on Thursday, they jumped as the market digested a weaker-than-expected jobs report.
• After dropping nearly 2% the week before, the S&P 500 retraced much of the drop during the first half of the week to start the new quarter on a positive note. It faltered a bit on Thursday heading into the weekend, but managed to close the week in the green.
o The S&P 500 rose 1.78%.
o The NASDAQ gained 2.12%.
o The S&P/TSX increased 0.94%.
• Stocks kicked off the holiday-shortened trading week with a strong Monday as the Magnificent 7 staged a broad relief rally.
o News that the US and Iran had agreed to another temporary ceasefire fueled the bullish sentiment.
o Aside from the Magnificent 7, space stocks were also a bright spot.
• On Tuesday, stocks pushed higher again as tech stocks continued to recover.
o The Nasdaq gained another 1.52% and the S&P 500 added 0.79% to close the quarter.
• Overall, the S&P 500 and Nasdaq finished Q2 up approximately 14.9% and 21.4%, respectively, their strongest quarterly performances since 2020.
•
o Fed Chair Warsh also announced he was forming a task force to evaluate whether the Fed should begin reducing its large balance sheet holdings of Treasury securities, adding additional upward pressure on yields.
• On Thursday, however, yields pulled back as the market digested a weaker-than-expected June nonfarm payroll report.
• Oil prices saw significant movement throughout the week, largely dictated by the latest developments regarding the Iran conflict.
o WTI crude opened Monday with a price gain, but by Tuesday, it had settled near $70 per barrel as the market digested a roughly 30% drop in crude during Q2, driven by a surge in supply as traffic through the Strait of Hormuz accelerated following potential progress toward a peace deal.
• By Wednesday, crude had fallen below $69 per barrel, its lowest level since late February, as US-Iran talks continued to advance.
• Gold spent most of the week under pressure, bouncing around the $4,000 per ounce level.
o On Monday, prices dipped to around $4,052 as a stronger labor market backdrop and easing geopolitical tensions dampened safe-haven demand.
o On Tuesday, gold slipped further on the heels of a new jobs report, stoking expectations that the Fed could raise interest rates later in the year.
o On Wednesday, prices briefly staged a modest recovery as the market digested new comments from Fed Chair Warsh.
o Then on Thursday, they jumped as the market digested a weaker-than-expected jobs report.
Weekly Market Data
• After dropping nearly 2% the week before, the S&P 500 retraced much of the drop during the first half of the week to start the new quarter on a positive note. It faltered a bit on Thursday heading into the weekend, but managed to close the week in the green.
o The S&P 500 rose 1.78%.
o The NASDAQ gained 2.12%.
o The S&P/TSX increased 0.94%.
• Stocks kicked off the holiday-shortened trading week with a strong Monday as the Magnificent 7 staged a broad relief rally.
o News that the US and Iran had agreed to another temporary ceasefire fueled the bullish sentiment.
o Aside from the Magnificent 7, space stocks were also a bright spot.
• On Tuesday, stocks pushed higher again as tech stocks continued to recover.
o The Nasdaq gained another 1.52% and the S&P 500 added 0.79% to close the quarter.
• Overall, the S&P 500 and Nasdaq finished Q2 up approximately 14.9% and 21.4%, respectively, their strongest quarterly performances since 2020.
•
o Fed Chair Warsh also announced he was forming a task force to evaluate whether the Fed should begin reducing its large balance sheet holdings of Treasury securities, adding additional upward pressure on yields.
• On Thursday, however, yields pulled back as the market digested a weaker-than-expected June nonfarm payroll report.
• Oil prices saw significant movement throughout the week, largely dictated by the latest developments regarding the Iran conflict.
o WTI crude opened Monday with a price gain, but by Tuesday, it had settled near $70 per barrel as the market digested a roughly 30% drop in crude during Q2, driven by a surge in supply as traffic through the Strait of Hormuz accelerated following potential progress toward a peace deal.
• By Wednesday, crude had fallen below $69 per barrel, its lowest level since late February, as US-Iran talks continued to advance.
• Gold spent most of the week under pressure, bouncing around the $4,000 per ounce level.
o On Monday, prices dipped to around $4,052 as a stronger labor market backdrop and easing geopolitical tensions dampened safe-haven demand.
o On Tuesday, gold slipped further on the heels of a new jobs report, stoking expectations that the Fed could raise interest rates later in the year.
o On Wednesday, prices briefly staged a modest recovery as the market digested new comments from Fed Chair Warsh.
o Then on Thursday, they jumped as the market digested a weaker-than-expected jobs report.
• After dropping nearly 2% the week before, the S&P 500 retraced much of the drop during the first half of the week to start the new quarter on a positive note. It faltered a bit on Thursday heading into the weekend, but managed to close the week in the green.
o The S&P 500 rose 1.78%.
o The NASDAQ gained 2.12%.
o The S&P/TSX increased 0.94%.
• Stocks kicked off the holiday-shortened trading week with a strong Monday as the Magnificent 7 staged a broad relief rally.
o News that the US and Iran had agreed to another temporary ceasefire fueled the bullish sentiment.
o Aside from the Magnificent 7, space stocks were also a bright spot.
• On Tuesday, stocks pushed higher again as tech stocks continued to recover.
o The Nasdaq gained another 1.52% and the S&P 500 added 0.79% to close the quarter.
• Overall, the S&P 500 and Nasdaq finished Q2 up approximately 14.9% and 21.4%, respectively, their strongest quarterly performances since 2020.
•
o Fed Chair Warsh also announced he was forming a task force to evaluate whether the Fed should begin reducing its large balance sheet holdings of Treasury securities, adding additional upward pressure on yields.
• On Thursday, however, yields pulled back as the market digested a weaker-than-expected June nonfarm payroll report.
• Oil prices saw significant movement throughout the week, largely dictated by the latest developments regarding the Iran conflict.
o WTI crude opened Monday with a price gain, but by Tuesday, it had settled near $70 per barrel as the market digested a roughly 30% drop in crude during Q2, driven by a surge in supply as traffic through the Strait of Hormuz accelerated following potential progress toward a peace deal.
• By Wednesday, crude had fallen below $69 per barrel, its lowest level since late February, as US-Iran talks continued to advance.
• Gold spent most of the week under pressure, bouncing around the $4,000 per ounce level.
o On Monday, prices dipped to around $4,052 as a stronger labor market backdrop and easing geopolitical tensions dampened safe-haven demand.
o On Tuesday, gold slipped further on the heels of a new jobs report, stoking expectations that the Fed could raise interest rates later in the year.
o On Wednesday, prices briefly staged a modest recovery as the market digested new comments from Fed Chair Warsh.
o Then on Thursday, they jumped as the market digested a weaker-than-expected jobs report.
When your money is spread across different accounts, having one clear plan can help it work better for you over time. If you’re managing milestone goals like a home, family, retirement, or what you want to leave behind, it helps when everything connects. Let’s put a strategy together that helps support what you want next. https://advisor.sunlife.ca/taylor.jackson.financial
When your money is spread across different accounts, having one clear plan can help it work better for you over time. If you’re managing milestone goals like a home, family, retirement, or what you want to leave behind, it helps when everything connects. Let’s put a strategy together that helps support what you want next. https://advisor.sunlife.ca/taylor.jackson.financial
Ease into retirement with Sun Life One Plan
Your retirement plan should feel unique and tailored to you. Sun Life One Plan can help bring your goals, investments and income strategy together so you can see what’s possible. Get in touch to start planning your dream retirement. https://advisor.sunlife.ca/taylor.jackson.financial/
#SunLifeOnePlan #RetirementPlanning
#SunLifeOnePlan #RetirementPlanning
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Unexpected events don’t send calendar invites. A back-up plan can help your business stay steady if a key person becomes suddenly unavailable, or revenue unexpectedly dips. Let’s pressure-test “what ifs” for your business and build a strategy that helps protect both your company and your personal finances. https://advisor.sunlife.ca/taylor.jackson.financial
Unexpected events don’t send calendar invites. A back-up plan can help your business stay steady if a key person becomes suddenly unavailable, or revenue unexpectedly dips. Let’s pressure-test “what ifs” for your business and build a strategy that helps protect both your company and your personal finances. https://advisor.sunlife.ca/taylor.jackson.financial
Disability can impact more than just your income — it can affect your financial priorities all at once. The right coverage can help create breathing room if you’re unable to work due to illness or injury. If your paycheque fuels your plans, they may be worth protecting. Get in touch to talk about your options. https://advisor.sunlife.ca/taylor.jackson.financial
Disability can impact more than just your income — it can affect your financial priorities all at once. The right coverage can help create breathing room if you’re unable to work due to illness or injury. If your paycheque fuels your plans, they may be worth protecting. Get in touch to talk about your options. https://advisor.sunlife.ca/taylor.jackson.financial
A growing family is exciting — and it changes everything from monthly cash flow to longer-term goals. Childcare, activities, housing, education… it adds up fast. A realistic plan can help you balance today’s costs while still making progress on what matters most.
A growing family is exciting — and it changes everything from monthly cash flow to longer-term goals. Childcare, activities, housing, education… it adds up fast. A realistic plan can help you balance today’s costs while still making progress on what matters most.
Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal finances. From tax strategies to succession planning, a comprehensive roadmap helps you protect what you've built while planning for what's ahead. Learn more: https://sunlife.hubs.vidyard.com/watch/ksLWJjT43furjobhkXkgiQ.
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity
Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal finances. From tax strategies to succession planning, a comprehensive roadmap helps you protect what you've built while planning for what's ahead. Learn more: https://sunlife.hubs.vidyard.com/watch/ksLWJjT43furjobhkXkgiQ.
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity
As wealth grows, so does complexity. Smart financial strategies look beyond traditional investing to financial roadmaps that help protect, grow, and transfer wealth more efficiently. From insurance, as part of an estate strategy, to broader diversification, we help bring the pieces together. Book a quick review.
As wealth grows, so does complexity. Smart financial strategies look beyond traditional investing to financial roadmaps that help protect, grow, and transfer wealth more efficiently. From insurance, as part of an estate strategy, to broader diversification, we help bring the pieces together. Book a quick review.
A tax refund can feel like “extra” money — but it can also be a powerful planning moment. Putting it toward the right goal (RRSP, TFSA, debt strategy, or a targeted savings plan) can help you build momentum. The best move depends on your priorities — and your timeline. Let’s chat about your goals.
A tax refund can feel like “extra” money — but it can also be a powerful planning moment. Putting it toward the right goal (RRSP, TFSA, debt strategy, or a targeted savings plan) can help you build momentum. The best move depends on your priorities — and your timeline. Let’s chat about your goals.
Your retirement plan should feel personal — not generic. Sun Life One Plan can help bring your goals, investments and income strategy together into one clear financial roadmap, so you can see what’s possible and adjust as life changes. What would you like your retirement to look like? https://advisor.sunlife.ca/taylor.jackson.financial
#SunLifeOnePlan #RetirementPlanning
#SunLifeOnePlan #RetirementPlanning
Your retirement plan should feel personal — not generic. Sun Life One Plan can help bring your goals, investments and income strategy together into one clear financial roadmap, so you can see what’s possible and adjust as life changes. What would you like your retirement to look like? https://advisor.sunlife.ca/taylor.jackson.financial
#SunLifeOnePlan #RetirementPlanning
#SunLifeOnePlan #RetirementPlanning
A business built for the long term needs more than cash flow. Clear routines, healthy boundaries and the right support helps teams stay engaged and productive. Let’s chat about how we can work together to support your staff and business goals.
A business built for the long term needs more than cash flow. Clear routines, healthy boundaries and the right support helps teams stay engaged and productive. Let’s chat about how we can work together to support your staff and business goals.
Your mortgage is likely one of your biggest financial commitments. What happens to it if something unexpected occurs? Mortgage protection insurance helps ensure your family can keep your home secure, no matter what life brings. Let's review your coverage and give you peace of mind. Reach out to discuss your options today.
https://advisor.sunlife.ca/taylor.jackson.financial
https://advisor.sunlife.ca/taylor.jackson.financial
Your mortgage is likely one of your biggest financial commitments. What happens to it if something unexpected occurs? Mortgage protection insurance helps ensure your family can keep your home secure, no matter what life brings. Let's review your coverage and give you peace of mind. Reach out to discuss your options today.
https://advisor.sunlife.ca/taylor.jackson.financial
https://advisor.sunlife.ca/taylor.jackson.financial
Congratulations on graduating! Now comes the next chapter, managing student debt while building your future. From repayment strategies to integrating loans into your financial roadmap, let's make sure you're set up for success. Whether it's buying a first home or saving for further education, we can help you navigate it all. Let's talk!
Congratulations on graduating! Now comes the next chapter, managing student debt while building your future. From repayment strategies to integrating loans into your financial roadmap, let's make sure you're set up for success. Whether it's buying a first home or saving for further education, we can help you navigate it all. Let's talk!
When your finances are complex, an intentional strategy can be helpful. Coordinating taxes, investments and protection can help you preserve what you’ve built — and make it easier to pass on. Transferring wealth can be about more than assets; it’s about values, fairness, and protecting the people you care about. With the right planning, you can help reduce friction, manage tax impacts and keep your legacy aligned with your wishes. Let’s talk about a strategy that works best for your family and future. https://advisor.sunlife.ca/taylor.jackson.financial
When your finances are complex, an intentional strategy can be helpful. Coordinating taxes, investments and protection can help you preserve what you’ve built — and make it easier to pass on. Transferring wealth can be about more than assets; it’s about values, fairness, and protecting the people you care about. With the right planning, you can help reduce friction, manage tax impacts and keep your legacy aligned with your wishes. Let’s talk about a strategy that works best for your family and future. https://advisor.sunlife.ca/taylor.jackson.financial
Taxes complete? Now is the perfect time to think bigger. Your tax refund is an opportunity to strengthen your financial foundation. Whether it's boosting RRSP contributions, maximizing investment strategies or planning for next year, let's help ensure every dollar works harder for you. Questions about how to best utilize your tax return? Let's chat!
https://advisor.sunlife.ca/taylor.jackson.financial
https://advisor.sunlife.ca/taylor.jackson.financial
Taxes complete? Now is the perfect time to think bigger. Your tax refund is an opportunity to strengthen your financial foundation. Whether it's boosting RRSP contributions, maximizing investment strategies or planning for next year, let's help ensure every dollar works harder for you. Questions about how to best utilize your tax return? Let's chat!
https://advisor.sunlife.ca/taylor.jackson.financial
https://advisor.sunlife.ca/taylor.jackson.financial
Thinking about retirement? Move from “a number” to a real plan. Income, timing, taxes and how you’ll use your savings all work better when they’re aligned. The sooner you explore your options, the more choices you may have later.
Thinking about retirement? Move from “a number” to a real plan. Income, timing, taxes and how you’ll use your savings all work better when they’re aligned. The sooner you explore your options, the more choices you may have later.
📈 Myth: Market ups and downs can derail even the best retirement plans.
Sun GIF Solutions Income Series offers a guaranteed income for life no matter what markets do. Keep in mind, extra withdrawals taken above the guaranteed income amount will decrease future income amounts.
Let’s talk about whether Sun Life GIFs are the right choice for your retirement.
Sun GIF Solutions Income Series offers a guaranteed income for life no matter what markets do. Keep in mind, extra withdrawals taken above the guaranteed income amount will decrease future income amounts.
Let’s talk about whether Sun Life GIFs are the right choice for your retirement.
📈 Myth: Market ups and downs can derail even the best retirement plans.
Sun GIF Solutions Income Series offers a guaranteed income for life no matter what markets do. Keep in mind, extra withdrawals taken above the guaranteed income amount will decrease future income amounts.
Let’s talk about whether Sun Life GIFs are the right choice for your retirement.
Sun GIF Solutions Income Series offers a guaranteed income for life no matter what markets do. Keep in mind, extra withdrawals taken above the guaranteed income amount will decrease future income amounts.
Let’s talk about whether Sun Life GIFs are the right choice for your retirement.
Every business needs a backup plan. Contingency planning means identifying risks— from cash flow disruptions to key person loss. Having strategies in place to weather the storm isn't about being pessimistic; it's about being prepared. What keeps you up at night? Let's build more resilience into your financial strategy so you can sleep peacefully. Reach out to set up a time to chat. https://advisor.sunlife.ca/taylor.jackson.financial
Every business needs a backup plan. Contingency planning means identifying risks— from cash flow disruptions to key person loss. Having strategies in place to weather the storm isn't about being pessimistic; it's about being prepared. What keeps you up at night? Let's build more resilience into your financial strategy so you can sleep peacefully. Reach out to set up a time to chat. https://advisor.sunlife.ca/taylor.jackson.financial
Why choose between protection and savings when you can have both? Bundle term and permanent life insurance to save 10% for life on your permanent policy, AND get money back on critical illness coverage.
Build complete protection for multiple life scenarios while maximizing your savings. Let's talk about your protection needs!
Build complete protection for multiple life scenarios while maximizing your savings. Let's talk about your protection needs!
Why choose between protection and savings when you can have both? Bundle term and permanent life insurance to save 10% for life on your permanent policy, AND get money back on critical illness coverage.
Build complete protection for multiple life scenarios while maximizing your savings. Let's talk about your protection needs!
Build complete protection for multiple life scenarios while maximizing your savings. Let's talk about your protection needs!
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