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Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing quest...
11/02/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/48uj1mR


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

Trick or treat! Wishing everyone a safe and spooktacular Halloween.
10/30/2026

Trick or treat! Wishing everyone a safe and spooktacular Halloween.

Capital gain distributions can catch investors off guard, especially in taxable accounts. As year-end approaches, it's i...
10/29/2026

Capital gain distributions can catch investors off guard, especially in taxable accounts. As year-end approaches, it's important to understand how these distributions work, potential tax implications and strategies that may help you manage them.

Reach out if you'd like to discuss how these considerations fit into your overall financial plan.

Learn more:

Capital gain distributions: What to know before year end

Do you have young adults getting ready to leave the nest? Gaining an early financial education can help them grow their ...
10/28/2026

Do you have young adults getting ready to leave the nest? Gaining an early financial education can help them grow their future nest egg. Share these financial fitness courses with them now so they’re better prepared to spread their wings.

https://bit.ly/4BvSSRP

For many people, a workplace retirement plan is where their investing journey begins. That's why we're continuing to inv...
10/27/2026

For many people, a workplace retirement plan is where their investing journey begins. That's why we're continuing to invest in workplace retirement solutions that help financial advisors support business owners and employees as they work toward greater financial fulfillment. Learn more: https://bit.ly/3UVl8gl

With new retirement plan management solution, Edward Jones will equip financial advisors to best serve business owners and their employees.

The recently announced 2027 Social Security cost-of-living adjustment (COLA) may provide added flexibility for some reti...
10/26/2026

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

The market story is often bigger than the headlines. Our Quarterly Market Outlook looks beyond the headlines and provide...
10/23/2026

The market story is often bigger than the headlines. Our Quarterly Market Outlook looks beyond the headlines and provides Edward Jones’ perspective on the economy, the markets, and what it may mean for your portfolio.

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

Our investment strategists provide Edward Jones’ perspective on the economy and the markets, and what it may mean for your portfolio.

Prepaid cards may help build financial skills and control spending—they're like a practice ATM or credit card but withou...
10/22/2026

Prepaid cards may help build financial skills and control spending—they're like a practice ATM or credit card but without their risks. Learn more if this is the right alternate payment method for you or a loved one.

Learn more about prepaid cards to see if they’re right for you. From Edward Jones and EVERFI

Are you or a family member planning to attend school next fall? Don’t forget the FAFSA, one of the most popular options ...
10/21/2026

Are you or a family member planning to attend school next fall? Don’t forget the FAFSA, one of the most popular options available for college expenses. Learn more and start planning today.

Discover smart ways to plan and pay for college. From Edward Jones and EVERFI

10/20/2026

What does it mean to become a financial caregiver? Before signing on for a responsibility like that, you need to understand the expectations. Our resources can answer your questions when deciding if you're ready to take on this role.

Learn more about the responsibilities of caring for another person's financial wellbeing.

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