1. Home /
  2. Financial service /
  3. Edward Jones-Financial Advisor: David Tran


Category

General Information

Locality: Barrie, Ontario

Phone: +1 705-725-1544



Address: 331 Bayfield St, Unit 212 L4M3C2 Barrie, ON, Canada

Website: www.edwardjones.com/david-tran

Likes: 30

Reviews

Add review



Facebook Blog

Edward Jones-Financial Advisor: David Tran 23.04.2021

Marriage, children, retirement your life can change over time. But is your life insurance keeping up with these changes? I can help you review your protection strategy to make sure your coverage matches your life stages and your goals. [EDJ2021]

Edward Jones-Financial Advisor: David Tran 04.04.2021

Like most people, you probably have many financial goals. To achieve these various goals, you may have to follow different investment strategies. Follow these 4 simple steps to develop a clear plan. Together, we can develop financial strategy with the future you've dreamt about. [EDJ2021]

Edward Jones-Financial Advisor: David Tran 31.03.2021

RRSP season is here. Our most recent Edward Jones survey looks at how Canadians are thinking about the ways in which they invest - and, ultimately, if an RRSP is right for them. While RRSPs were traditionally where Canadians chose to invest for retirement, it's clear that alternative devices are on the rise. Does this sound like you? Everyone is different, and there’s no one-size-fits-all approach. If you're not already having these conversations about what’s right for you ...with your advisor, it’s never too late to start! DM me and I'd be happy to offer you a second opinion -- a fresh look -- with no commitment. You can read more about the study here [EDJ2021].

Edward Jones-Financial Advisor: David Tran 17.03.2021

Gong Xi Fa Cai! Gong Hey Fat Choy! Happy New Year! Your friends at Edward Jones wish you and your family good health and prosperity through the year. [EDJ2021]

Edward Jones-Financial Advisor: David Tran 03.03.2021

Are you one of the eight million Canadians who are reconsidering their retirement plans because of COVID? It’s important to keep in mind that changing your plans could change your overall strategy. I’m available to work with you to help flush out the details. [EDJ2020]

Edward Jones-Financial Advisor: David Tran 24.01.2021

Take time to reflect on the year that just passed and think about all that we have to be grateful for. I'd like to wish you a safe, healthy and happy holiday season.

Edward Jones-Financial Advisor: David Tran 18.01.2021

Weekly Market Update: Last week brought a swath of new information that is consistent with our view of increasingly challenging current conditions countered by an increasingly positive outlook for next year and beyond. Here's our updated view based on what we saw last week.

Edward Jones-Financial Advisor: David Tran 09.01.2021

Weekly Market Update: What matters more for long-term investors, in our view, is the prospect of the economy entering a new multiyear expansionary cycle that extends the bull market into the future. Read the rest here.

Edward Jones-Financial Advisor: David Tran 27.12.2020

Weekly Market Update: Markets added to year-to-date gains last week, with the spotlight concentrated on the triumvirate of 1) vaccine progress, 2) the current state of the economy and 3) the potential for a fiscal package in Washington. Read the rest here.

Edward Jones-Financial Advisor: David Tran 07.12.2020

Weekly Market Update: "Dow 30,000" has a nice ring to it, but the more important question is: What does this number mean for investors? Read the rest here

Edward Jones-Financial Advisor: David Tran 30.11.2020

Weekly Market Update: In this week's update we review last week's market performance and take a look at what the week ahead could hold. Read the rest here.

Edward Jones-Financial Advisor: David Tran 01.10.2020

Weekly Market Update: The market is wrapping up the summer in a much different position than it was in just a hand full of months ago, reflecting this year's evolving (and unusual) conditions. Here's a look at what's changed and what hasn't, and what it may mean for the road ahead.

Edward Jones-Financial Advisor: David Tran 25.09.2020

Weekly Market Update: This has been quite a run. Is the market due for a breather? We expect some stumbles We think the market's anticipation of an economic and corporate profit rebound is appropriate, but we expect hiccups along the way that will likely produce episodes of volatility. Read more here.

Edward Jones-Financial Advisor: David Tran 13.09.2020

Weekly Market Update: Business activity for the manufacturing sector expanded in Canada, and the domestic economy added 418,500 jobs in July, beating estimates. Following the three-month rebound, Canada has now recouped 55% of jobs lost due to the pandemic. Read the rest here.

Edward Jones-Financial Advisor: David Tran 04.09.2020

It's time for your weekly financial market update from Edward Jones. Read the report here.

Edward Jones-Financial Advisor: David Tran 19.08.2020

Weekly Market Update: Last week Major League Baseball opened its 2020 season, with the New York Yankees and the Washington Nationals playing the first game in Washington, D.C. This opening day for baseball mirrored the challenges of reopening for municipalities across the globe, with delayed start dates, extended safety protocols, and reduced crowd size. Read the rest here.

Edward Jones-Financial Advisor: David Tran 01.08.2020

Weekly Market Update: As the economy takes the first tentative steps out of a deep but likely short recession, the destination is clear for many investors. After a precipitous decline in economic activity in the second quarter, the economy is set to rebound faster than in previous recessions on the tailwinds of pent-up consumer demand and an unprecedented amount of fiscal and monetary stimulus. Read the rest here.

Edward Jones-Financial Advisor: David Tran 19.07.2020

Weekly Market Update: As the French proverb, or the Bon Jovi song (your choice on where to give credit), says, "The more things change, the more they stay the same". With 50% of 2020 in the books, our outlook for the second half contains a bit of both. Read the rest here.

Edward Jones-Financial Advisor: David Tran 01.07.2020

Weekly Market Update: The first half of 2020 contained an all-time high for stocks, a global pandemic, a swift and severe recession along with the sharpest bear market drop on record followed by a strong market rally that included the fifth-strongest quarterly gain for the S&P 500 in the post-war era. So with all of that packed into the first half, what's in store for the second half of the year?

Edward Jones-Financial Advisor: David Tran 16.06.2020

Weekly Market Update: It's time for your weekly financial market update. Find out what happened this past week and what's coming up. Read it here.

Edward Jones-Financial Advisor: David Tran 09.06.2020

Weekly Market Update: Find out what's happening in the markets with our latest update. Read it here.

Edward Jones-Financial Advisor: David Tran 22.05.2020

Weekly Market Update: Driving through fog is difficult. Its hard to see the road and even harder to see the destination. In the same sense the path from recession to recovery can be just as hard to make out. As the economy emerges from the unprecedented lockdown, investors continue to look for signs that the recovery is going in the right direction. Read the rest here.

Edward Jones-Financial Advisor: David Tran 10.05.2020

Weekly Market Update: Stocks ended the week higher, with the month of May marking the start of the gradual reopening of the domestic and global economy. A steady but slow decline in new infections has allowed the partial lifting of restrictions, boosting investor confidence. Read the rest here.

Edward Jones-Financial Advisor: David Tran 20.04.2020

Weekly Market Update: We think investors can be confident in a longer-term recovery but should position portfolios and expectations to weather periods of volatility along the way. Read the rest here.

Edward Jones-Financial Advisor: David Tran 15.04.2020

Weekly Market Update: COVID-19 is deflationary in the short term, with inflation likely to increase from low levels as the economy recovers. Read the rest here.

Edward Jones-Financial Advisor: David Tran 28.03.2020

Weekly Market Update: Having progressed from the throes of March's historic market sell-off into the unfamiliar territory of emerging from a national quarantine, the central question has become "How long will it take to recover?" With so much uncertainty still hinging on the epidemiology behind this downturn, there is no blueprint for what lies ahead.

Edward Jones-Financial Advisor: David Tran 11.03.2020

Weekly Market Update: The old saying, "March comes in like a lion and out like a lamb" has taken on new meaning this year. While home quarantines may be making each new day feel just like the last, when it comes to the financial markets and the economy, a lot has changed in the last month. Read more here.

Edward Jones-Financial Advisor: David Tran 08.03.2020

Thank you to all our clients for rating Edward Jones highest in investor satisfaction with full-service brokerage firms 8 years in a row. It is an honour to be recognized by you our clients. Our passion for serving you and making a positive impact on your life is what matters most to us.

Edward Jones-Financial Advisor: David Tran 02.03.2020

Weekly Market Update: Long-term investors should find encouragement in the market's progress. While the bear-market emerged almost overnight, recoveries typically take time. We think a rebound will take shape.

Edward Jones-Financial Advisor: David Tran 29.02.2020

Weekly Market Update: What not to do during a recession and bear market can be as important as what to do. Trying to time the market low is one of the most common mistakes an investor can make, and it's one of the easiest blunders to avoid. Read the rest here.

Edward Jones-Financial Advisor: David Tran 15.02.2020

Weekly Market Update: Bear markets are fueled by bad news, and given the double whammy of the health care crisis and the market sell-off, that fuel tank has been filled to the top lately. The timeline for the market will ultimately be dictated by advances in new virus cases. We've cleared a few trees, but we don't think we're out of the woods yet. Read the rest here.

Edward Jones-Financial Advisor: David Tran 13.02.2020

Weekly Market Update: Many of us have experienced it: that point at the end of a long day when were driving home at dusk and see a deer in our path. In that moment, its easy to overreact by swerving too far to avoid a collision or slamming on the brakes. Experienced drivers know to stay calm, ease off the gas pedal and slow down to allow the deer to cross. Read the rest here.

Edward Jones-Financial Advisor: David Tran 03.02.2020

Weekly Market Update: Here are three key insights on the market impact of the coronavirus so far. Read the rest here.

Edward Jones-Financial Advisor: David Tran 26.01.2020

Weekly Market Update: It's said that you shouldn't look a gift horse in the mouth, but we'd argue that it doesn't hurt to check it for cavities occasionally. The stock market has certainly played the role of gift horse lately. Read the rest here.

Edward Jones-Financial Advisor: David Tran 23.01.2020

Go to any child sporting event and you'll likely hear the phrase "shake it off" shouted from the mostly parent-packed stands. These three words are meant to encourage young athletes to regroup after a stumble, or mistake, and keep trying. Markets have been adept in shaking off risks so far in 2020. Stocks shook off coronavirus fears to reach a new record high during the week.

Edward Jones-Financial Advisor: David Tran 21.01.2020

Weekly Market Update: The market's immediate reaction to the coronavirus is to be expected, However, it is important to recognize the difference between temporary market reactions based on uncertainty and the long-term drivers of market performance.

Edward Jones-Financial Advisor: David Tran 18.01.2020

Weekly Market Update: Timex watches had the famous slogan, "Takes a licking and keeps on ticking". That phrase may be applicable to the stock market of late as well. Read the rest here.

Edward Jones-Financial Advisor: David Tran 08.01.2020

Weekly Market Update: We expect Canadian and U.S. stocks to continue to rise but at a slower pace than they have over the past decade, supported by ongoing economic growth, modest earnings growth, and accommodative central banks. Read the rest here.

Edward Jones-Financial Advisor: David Tran 05.01.2020

Weekly Market Update: War, what is it good for? Headlines and Google searches on "World War 3" spiked last week as the geopolitical climate shifted amid the escalating military conflict between the U.S. and Iran. Fortunately, tensions have simmered from a boil. Read the rest here.

Edward Jones-Financial Advisor: David Tran 28.12.2019

Weekly Market Update: With 2019's strong performance in the review mirror, it's natural for an investor to ask if the "everything" rally in both stocks and bonds will continue. Our 2020 outlook calls for equities to outperform bonds again this year, supported by solid economic and corporate fundamentals. Read the rest here.

Edward Jones-Financial Advisor: David Tran 20.12.2019

Weekly Market Update: Investment goals and market cycles do not reset every calendar year, but the end of a year marks an opportunity for reflection. The one thing that most investors agree on is that there is never a dull moment when it comes to investing and financial markets.

Edward Jones-Financial Advisor: David Tran 15.12.2019

Happy Holidays from our Edward Jones family to yours. We hope you have a happy and healthy holiday season.

Edward Jones-Financial Advisor: David Tran 11.12.2019

Barring any last-minute surprises, the decade is poised to finish on a high note. So, as we turn the page to the '20s, here's some perspectives on the past decade and three takeaways for investors.

Edward Jones-Financial Advisor: David Tran 27.11.2019

Weekly Market Update: The market, in the first week of December, made a strong case for being optimistic. The bull market continues, with Canadian and U.S. stocks rising 0.9% on Friday. Read the rest here.

Edward Jones-Financial Advisor: David Tran 13.11.2019

With last week's U.S. Thanksgiving holiday, the market continues to make a convincing case for its inclusion on a list of things to be thankful for. Read the rest here.

Edward Jones-Financial Advisor: David Tran 10.11.2019

Weekly Market Update: Is the market too calm? That might sound as absurd as asking, "Is the weather is too nice?" or "Is there too much bacon?" Learn more here.

Edward Jones-Financial Advisor: David Tran 05.11.2019

Weekly Market Update: There are plenty of issues garnering the market's attention of late, trade issues, political drama, central bank rate maneuvers, and geopolitical uncertainties. But one of the more fundamental drivers has also been corporate earnings results. Read the rest here.

Edward Jones-Financial Advisor: David Tran 20.10.2019

Today we honour the sacrifices of those who lost their lives and fought for our freedom.