Edward Jones - Financial Advisor: Aubrey Williams

Edward Jones - Financial Advisor: Aubrey Williams /*********/
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After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driv...
06/08/2026

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driven inflation have meaningfully shifted the outlook toward potential policy tightening — creating a more complex backdrop for equities and fixed income alike. Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4et55xc

Had a client call me their 'Easy button' this week, and I'm still smiling about it. Life is complicated enough. Career c...
06/06/2026

Had a client call me their 'Easy button' this week, and I'm still smiling about it. Life is complicated enough. Career changes, new babies, first homes, retirement on the horizon. These are exciting chapters, but they come with real questions and real stakes. Having someone in your corner who knows your full picture, who can help you think through your investments, insurance, and retirement planning, that's what full-service advising actually looks like. Not everyone wants to manage their own financial life, and honestly, that's completely reasonable. I take a lot of pride in being the person who shows up for those moments so my clients don't have to figure it out alone.

This is the face of someone who just finished filing their taxes. 😅And yes — it took an extension to get here, and that ...
06/02/2026

This is the face of someone who just finished filing their taxes. 😅

And yes — it took an extension to get here, and that is completely okay.

Between two businesses, K-1s, two little kids, and everything else life throws at you, sometimes you just need more time. That’s not a failure. That’s just reality.

If you know your return is going to be complicated, get ahead of it. Talk to your tax preparer early, make sure everything is filed properly, and then keep pushing until it’s done.

An extension isn’t procrastination. It’s a tool — use it if you have to!

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an ac...
06/01/2026

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an accelerating AI investment and robust corporate profit growth, reinforcing the constructive case for equities. However, elevated inflation may keep rate cuts off the table and limit near-term progress in bond markets.

Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4dXcfbw

Honored to have been the keynote speaker again this year. We have a great community.
05/27/2026

Honored to have been the keynote speaker again this year. We have a great community.

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain thei...
05/26/2026

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain their recent momentum. Senior Global Investment Strategist Angelo Kourkafas provides insights into why yields are rising, why today’s inflation backdrop differs from 2022, and what higher rates may mean for portfolios in the latest Weekly Market Wrap.

https://bit.ly/4wRbjy4

Memorial Day Tradition 🇺🇸 The boys and I placed flags at Rose Hill Cemetery with American Legion Auxiliary Department of...
05/23/2026

Memorial Day Tradition 🇺🇸 The boys and I placed flags at Rose Hill Cemetery with American Legion Auxiliary Department of Indiana-Unit 18 this morning. As a veteran, I want them to grow up knowing the real meaning behind the holiday.

We honor friends we lost.
We talk about selfless service.

And we always get donuts after, because it’s that mix of honoring something heavy and ending in something simple and good that really captures the bittersweet feeling of this weekend.

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment ...
05/18/2026

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment Strategist Mona Mahajan explains why fundamentals and staying invested still matter more than seasonality in our Weekly Market Wrap.

https://bit.ly/4uu7zkz

05/15/2026

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