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The recently announced 2027 Social Security cost-of-living adjustment (COLA) may provide added flexibility for some reti...
10/16/2026

The recently announced 2027 Social Security cost-of-living adjustment (COLA) may provide added flexibility for some retirees. But understanding how changes to Social Security fit into your overall retirement income strategy is just as important as the increase itself.

If you're thinking about how Social Security, portfolio withdrawals and other income sources work together in retirement, I'm here to help you evaluate your options and create a strategy that aligns with your goals. Click to read more in the article below:

Social Security announces 2027 cost-of-living adjustment for benefits

10/14/2026

Many of the conversations I'm having with clients right now start in the same way – with the news. Clients see market-driven headlines and ask: "How does this affect me and my life?"

In a recent Bloomberg interview, our Managing Partner Penny Pennington discusses how financial planning can help investors look beyond today's market noise and stay focused on their goals.

Watch the full conversation: https://bit.ly/4jWqK43

If the headlines have you wondering how all of this affects your financial strategy, let's talk.

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previo...
10/12/2026

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previous ones, and does it still have room to run?

Angelo Kourkafas, Senior Global Investment Strategist, shares his perspective on what's helping sustain this bull market and what investors should watch next in the latest Weekly Market Wrap: https://bit.ly/4dD64dA

A race isn’t won by the driver alone. It takes a team to reach that checkered flag. The same is true for your financial ...
10/09/2026

A race isn’t won by the driver alone. It takes a team to reach that checkered flag. The same is true for your financial plan. As the Official Private Wealth Management Partner of the McLaren Mastercard Formula 1® Team, Edward Jones is invested in your drive. Contact my office today to plan for the road ahead.

McLaren Racing Limited is not a current client of Edward Jones. McLaren was compensated for this endorsement. For more information, visit edwardjones.com/racing?utm_term=950046&utm_source=facebook&utm_medium=social_media&utm_content=3350748&c3nid=950046_facebook_3350748&c3ch=BranchSocialMedia&EID=MDAwMDAwMTc3ODQ3Mg%3D%3D.

With the 2026 midterm elections approaching, investors are once again asking what politics may mean for markets and whet...
10/07/2026

With the 2026 midterm elections approaching, investors are once again asking what politics may mean for markets and whether the elections have the potential to disrupt this year's positive momentum. Here's what history says – and what's different this time:

With the 2026 midterm elections approaching, investors are once again asking what politics may mean for markets and whether the elections have the potential to disrupt this year's positive momentum. History suggests that elections often create short-term uncertainty, but they have rarely been the pr...

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consum...
10/05/2026

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consumer spending and growing corporate profits point to an economy that remains on solid footing.

Investment Analyst Brock Weimer shares insights from market history, exploring how stocks have performed following sharp increases in bond yields and what those trends may signal for investors in the latest Weekly Market Wrap: https://bit.ly/3VvZ0ZZ

The first $100,000 is often the hardest milestone to reach — and the most rewarding.Early on, progress can feel slow, es...
10/02/2026

The first $100,000 is often the hardest milestone to reach — and the most rewarding.

Early on, progress can feel slow, especially when you're balancing family, work and other financial priorities. But once your portfolio grows, investment returns can begin doing more of the heavy lifting.

If you're working toward your first $100,000, stay focused on the habits that matter most: investing consistently, staying diversified and remaining committed through market ups and downs. Those habits can make all the difference over time.

Your first $100,000: why it matters most

Affected by corporate restructuring or a layoff? If so, you may have questions about how this change affects your 401(k)...
09/30/2026

Affected by corporate restructuring or a layoff? If so, you may have questions about how this change affects your 401(k) and restricted stock. I can help you navigate vested and unvested company stock, while also exploring a confident financial path. Let's connect.

Bond yields recently climbed to their highest levels in decades as investors weighed sticky inflation, booming AI invest...
09/28/2026

Bond yields recently climbed to their highest levels in decades as investors weighed sticky inflation, booming AI investment and robust economic growth. In this evolving environment, higher interest rates are creating new opportunities in fixed income while shifting market leadership across equities.

Senior Economist James McCann shares his perspective on how investors can navigate today's higher-rate environment in the latest Weekly Market Wrap: https://bit.ly/4iTfFjW

09/25/2026

As the third quarter comes to an end, three numbers are moving markets — $100 oil, a 5% yield on the 10-year Treasury, and 35% earnings growth. Two are headwinds, and one is the reason the market hasn’t buckled. Senior Global Investment Strategist Angelo Kourkafas breaks down each number and what it means for your portfolio.

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