Edward Jones - Financial Advisor: Andy Roosa

05/04/2026

Went into the office today (Sunday) and found a nice surprise on my desk after being gone in the afternoon Friday for our daughter's prom festivities.

After nine years with Edward Jones, my office couldn't experience all its growth and success without our valuable clients. A fact we never take for granted and extremely humbled by. Meghan and I truly appreciate the trust you put into our office and Edward Jones. Even with the landscape of the financial industry constantly changing, building and deepening relationships will always remain constant.

Again - many thanks!

03/15/2026

Proud to be in the position to give back to the community. Pheasants Forever - Lapeer County Chapter is a sponsor of the Almont Trap Team that I coach for the Almont High School. My office took some coaches and their kids/teammates to their annual fundraiser. An event like this was a first for all the kids. The kids received a very nice recognition from the Pheasants Organization.

Our kids, Shelby and Shane are members of the team. Shelby (pictured) helped with displaying some the items for auction. It truly was a great evening!

01/19/2026

The news cycle hasn’t let up in 2026. Yet despite the noise, stocks have barely flinched, maintaining a remarkable sense of calm.

Angelo Kourkafas, Senior Global Strategist, outlines four pillars of resilience that continue to anchor markets in our Weekly Market Wrap: https://bit.ly/3Zmr7cA

01/12/2026

It was an eventful first week of 2026—from major geopolitical developments to fresh economic data to policy uncertainty ahead of a Supreme Court decision.

Mona Mahajan, Principal and Head of Investment Strategy, breaks down what it could mean for investors in our Weekly Market Wrap.

A summary of last week's market highlights and economic news.

01/05/2026

With 2025 in the record books, it’s time to consider resolutions for the year ahead. Senior Economist James McCann outlines four resolutions to help investors prepare for whatever 2026 brings.

A summary of last week's market highlights and economic news.

12/29/2025

We highlight four themes that shaped 2025 and outline actions to help investors prepare for the year ahead: https://bit.ly/4qt6YwW

12/22/2025

2025 may be ending with some noisy market headlines, but the outlook for 2026 is looking brighter. Inflation is cooling, the job market is starting to stabilize and the Fed could start easing rates — creating opportunities beyond the big tech names.

Investment strategist Angelo Kourkafas outlines what this could mean for investors in our Weekly Market Wrap:

A summary of last week's market highlights and economic news.

12/15/2025

Markets welcomed last week’s Fed meeting—not just for the expected rate cut, but for its optimistic tone on the economy and policy outlook. Looking ahead to 2026, while we think we could be approaching the end of the Fed easing cycle, there still looks to be room for one or two rate cuts.

More on what this could mean for investors in our Weekly Market Wrap:

A summary of last week's market highlights and economic news.

12/08/2025

Stock markets started the month of December off on a good note. As we head to the final weeks of 2025, here are 3 key catalysts we are watching to help guide us into year-end.

A summary of last week's market highlights and economic news.

12/01/2025

This year hasn’t been short on challenges. However, markets have delivered plenty to be grateful for. Here are six key drivers that have helped investors stay on track toward their financial goals: https://bit.ly/4aphv7I