Macdonald Financial Services

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.

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! 🤍

08/24/2026

📉 **It was a challenging week for the markets, with plenty happening behind the headlines.**

AJ is flying solo for this week’s recap while Devin is out on location. 👀 Stay tuned next week to find out where he’s been!

This week, AJ covers:

🏦 What the latest Fed minutes revealed about interest rates
🛍️ A sizable drop in July retail sales
📈 The 30-year Treasury yield reaching its highest level since 2007
🇺🇸 U.S. federal debt reaching $40 trillion
⛽ Oil prices climbing above $95
🌎 Continued developments involving Iran and the Strait of Hormuz
🇨🇦 The latest on tariffs involving Canada

There’s a lot happening across the markets, economy, and around the world.

🎉 Happy Birthday, AJ! 🎂Today we’re celebrating the guy who started it all!AJ’s leadership, sense of humor, and genuine c...
08/20/2026

🎉 Happy Birthday, AJ! 🎂

Today we’re celebrating the guy who started it all!

AJ’s leadership, sense of humor, and genuine care for the people around him have helped shape Macdonald Financial Services into what it is today. We’re grateful for everything he brings to our team and for the energy he brings to the office each day.

Please join us in wishing AJ a very Happy Birthday! We hope you have a great day celebrating with family, friends, and maybe a little time away from the office! 🥳🎈

Happy Birthday, AJ! 💙

💍 Congratulations to the newlyweds! 🤍This weekend was an extra special one for the Macdonald family as AJ’s daughter, Mo...
08/18/2026

💍 Congratulations to the newlyweds! 🤍

This weekend was an extra special one for the Macdonald family as AJ’s daughter, Morgan, married Jake Shields!

It was a beautiful celebration and an exciting new chapter for Morgan and Jake as they begin married life together.

Please join us in congratulating the happy couple and wishing them all the best as they celebrate this special moment! 🥂💐

Congratulations, Morgan & Jake! ❤️

08/17/2026

📊 **Some weaker economic numbers actually brought some good news for the markets last week.**

Devin is flying solo for this week’s recap and breaking down several of the stories we’re keeping an eye on:

💼 A weaker-than-expected jobs report
📉 Inflation showing additional signs of cooling
🛍️ Retail sales coming in below expectations
🏦 What the latest data could mean for the Fed’s September meeting
⛽ Higher oil and gas prices continuing to put pressure on consumers
🌎 Ongoing developments in the Middle East

It’s a shorter recap this week, but there’s still plenty to cover!

🎉 Happy 2-Year Work Anniversary, Abel! 🎉Today we’re celebrating two years since Abel McBride joined Macdonald Financial ...
08/12/2026

🎉 Happy 2-Year Work Anniversary, Abel! 🎉

Today we’re celebrating two years since Abel McBride joined Macdonald Financial Services as our Marketing Manager!

Over the past two years, Abel has played an important role in how we tell the Macdonald Financial story. From our website and social media to videos, emails, marketing campaigns, and everything in between, his creativity and attention to detail can be seen throughout so much of what we share.

We’re grateful for the energy, ideas, and dedication Abel brings to our team each day.

Congratulations on two years, Abel! Thank you for all you do! 💙👏

08/10/2026

📈 New market highs, interest rate questions, and football is back! 🏈

AJ and Devin are back together for this week’s recap, covering several of the biggest stories from the past week:

📊 The Dow and S&P 500 reaching new all-time highs
🌎 The latest developments with Iran
🚀 Another eventful week for SpaceX
💼 The latest jobs numbers
🏦 What to watch when the Fed meets again in September
🏡 Mortgage rates moving back above 7%
🇯🇵 Why the U.S. is buying Japanese yen

And after a long wait, we finally have football to talk about again! 🏈

❤️ Celebrating 25 & 50 years of marriage! 🥂Last night, we had the pleasure of hosting a special anniversary dinner honor...
08/05/2026

❤️ Celebrating 25 & 50 years of marriage! 🥂

Last night, we had the pleasure of hosting a special anniversary dinner honoring clients who are celebrating their 25th or 50th wedding anniversary this year.

Reaching a milestone like this is certainly something worth celebrating, and we loved having the opportunity to spend the evening together over great food, conversation, and plenty of memories.

Congratulations to all of the wonderful couples celebrating this year! Thank you for allowing us to be a small part of such a special milestone. 💙

08/03/2026

📈 It was another eventful week for the markets and the economy.

This week, AJ covers:

📊 The Federal Reserve's latest interest rate decision
📉 Slower GDP growth
💻 Earnings from several major technology companies
🤖 The continued impact of AI spending on the market
🏡 Rising mortgage rates and what that means for homebuyers
🌎 Geopolitical events influencing investor sentiment and energy prices

If you want to stay up to date on the biggest financial headlines each week, be sure to watch this week's recap.

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

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