Edward Jones-Financial Advisor: Mark Simonson

Edward Jones-Financial Advisor: Mark Simonson When we talk about investing as an Edward Jones client, we focus on long-term investing. That process begins with my investment in you and in our relationship.

As your Edward Jones financial advisor, I will take the time to get to know you…to understand your values and what you want to accomplish in your future. From that, we will develop a strategy to help you reach your goals, and along the way, we will monitor progress, make adjustments as needed, and celebrate milestones as we always keep our eyes on the prize. I will get to know you and here, you ca

n start getting to know me. Born the son of a farmer/seed salesman and an elementary school teacher, I grew up on the family farm near Palmer, NE. I have two brothers, Max, my twin and Nic, the eldest of us. As an elementary student, I attended a 3-room parochial school and then graduated from Palmer High School. I rounded out my education, earning my Finance degree, at the University of Nebraska at Kearney. After graduating from college, I worked the next 15 years in the banking industry, specifically in lending. I spent my first six years in Hallam, moving then to Scottsbluff and finally coming back to Beatrice. In May 2021, I joined the Edward Jones family, deciding I wanted to stay in the finance industry but to focus on a different side of the money transaction. While I am single, with no kids of my own, I have 7 nieces that I love to spoil. Community involvement is also important to me. I am on the Kiwanis board, the Beatrice Country Club board, the YMCA Foundation board and the Main Street Beatrice board. With my "me" time, I enjoy mountain biking, running, golf, volleyball and traveling. Now, give me a call. Let's take some time and talk about what you want to see in your future. All great journeys start with a single step. Take yours today. With personal service - Mark
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Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4dVqpKu

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https://bit.ly/4u1toqC

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Senior Economist James McCann outlines three key trends to watch in the latest Weekly Market Wrap.

https://bit.ly/4wdmmkS

Markets are pushing higher despite geopolitical and energy uncertainty. So what’s driving the momentum?Senior Global Inv...
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https://bit.ly/49cZfNr

After navigating recent geopolitical shocks, markets are showing notable resilience as investors refocus on economic fun...
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After navigating recent geopolitical shocks, markets are showing notable resilience as investors refocus on economic fundamentals and corporate earnings. From developments in the Middle East to expectations around a potential Fed leadership change and a busy earnings season, Senior Economist James McCann outlines what investors should be on the lookout for in the latest Weekly Market Wrap.

https://bit.ly/4vTSJ7V

Markets have rapidly priced out worst-case risks, with easing oil pressures, stabilizing interest rates and resilient ea...
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Markets have rapidly priced out worst-case risks, with easing oil pressures, stabilizing interest rates and resilient earnings fueling one of the fastest rebounds to new highs on record.

In this week’s Weekly Market Wrap, Senior Global Investment Strategist Angelo Kourkafas examines whether the optimism is justified, and where markets may go from here.

https://bit.ly/48bpEe8

As markets navigate recent market volatility and weigh the potential duration of oil supply disruptions, underlying U.S....
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As markets navigate recent market volatility and weigh the potential duration of oil supply disruptions, underlying U.S. economic fundamentals remain encouraging. For long-term investors, now is not the time to make emotionally charged investment decisions but rather consider a simple pulse check on your portfolio.

Mona Mahajan, Senior Investment Strategist, explains in our Weekly Market Wrap.

https://bit.ly/4mcP1C1

Address

101 South 5th Street
Beatrice, NE
68310

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4pm

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+14022283413

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