Edward Jones- Financial Advisor: Dave Owen, CEPA, AAMS

06/15/2026

As the market navigates a tech rotation and highly anticipated public offerings, investors are seeing a shift toward broader market participation. Angelo Kourkafas, Senior Global Investment Strategist, explains how this could impact investors in our Weekly Market Wrap.

https://bit.ly/4xBymO2

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/43iWdUG

06/02/2026

We can help you address some of the common financial needs we see among business owners, including retirement plans, protecting and growing the business, and exit planning.

Let's build a strategy to help you meet both personal and professional goals.

Here's our business owners hub

06/01/2026

For business owners, succession and exit planning isn’t a one time event—it’s a process. The earlier the conversation starts, the more options you often have.

If protecting both your legacy and your life beyond the business matters to you, feel free to reach out so we can get the conversation started.

Learn more here: https://bit.ly/4vkwmHR

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/4aoxfHd

05/29/2026

Large IPOs can come with a lot of fanfare. But in the early days of public trading, it can be difficult to separate long-term fundamentals from short-term momentum.

We break down what history shows about IPO performance – and share key considerations to help investors stay grounded in the fundamentals:

Initial public offerings (IPOs) tend to attract a lot of investor interest, especially when the company is large and well-known. The excitement can be tempting, but it doesn't always lead to strong investment results. We encourage investors to look beyond the headlines and focus on whether the share...

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/4vbqJvB

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/49GIH0x

05/11/2026

A few days ago, my son brought home a bike that was unlike anything I’ve ever ridden. I had two pivot points: one at the steering column of the handlebars and one right under the seat. I had heard of a similar type of bike before called a Swing bike that was originally manufactured by Schwinn I believe. Because I was somewhat familiar with the concept. I was very eager to try it out. It was very odd and uncomfortable and difficult to figure out how to ride and almost impossible to ride in a straight line.

It got me thinking about my own life and how willing I have been to get outside my comfort zone to do a difficult things. That discomfort in the face of a challenge is something that I see a lot of people doing in their growth phases. Whether you’re a business owner trying to build something new, or you’re changing jobs, or you are moving houses, or having kids, these life changes always come with the sense of discomfort, but they also come with a huge opportunity to grow.

05/11/2026

Despite ongoing geopolitical noise, markets have increasingly refocused on underlying fundamentals. Strong corporate earnings, a resilient economy and solid labor market data have helped drive equities to new record highs.

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

https://bit.ly/48TLkvK