Edward Jones-Financial Advisor: Michael Bartoldo

Edward Jones-Financial Advisor: Michael Bartoldo /*********/
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NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided ...
08/31/2026

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided greater clarity on the Fed's inflation-fighting priorities. Despite seasonal headwinds, the fundamental backdrop for equities remains constructive.

Angelo Kourkafas, Sr. Global Investment Strategist, discusses the latest developments in AI, Fed policy, and markets in this week's Weekly Market Wrap.



https://bit.ly/4x3UPSi

Before we leave Normandy, wanted to highlight our hotel, a historical find, in the heart of the Bayeux region. My wife ...
08/26/2026

Before we leave Normandy, wanted to highlight our hotel, a historical find, in the heart of the Bayeux region. My wife and I learned this mansion began construction in the 1700's, was occupied by the Germans during the war and liberated by British troops in the days after D-Day. In fact the Brits made it their Air Force HQ during the remainder of the war. Now it's Chateau de Sully. We also had a chance to meet the owner of les vergers de Ducy, makers of great Calvados, who remembers the liberation from when he was a child.

Recently, I had the privilege of visiting the Normandy D-Day beaches in France, a place where courage, sacrifice, and le...
08/25/2026

Recently, I had the privilege of visiting the Normandy D-Day beaches in France, a place where courage, sacrifice, and leadership changed the course of history.

As I walked the grounds where so many brave men and women served, I found myself reflecting on my own 30+ year military career, the men and women I served with and the lessons that continue to guide me today: preparation matters, leadership matters, and serving others is a responsibility to be honored.

These same principles shape how I serve my clients as a financial advisor. Every financial plan is built with purpose, discipline, and a commitment to helping families navigate both opportunities and challenges with confidence.

Having the opportunity to walk Utah, Omaha (Charlie Sector), hedgerows, Brecourt Manor, Point duHoc, the Omaha National Guard Memorial and other very humbling locations is a powerful reminder that our greatest achievements are often built on sacrifice, perseverance, and a clear vision for the future.

It also reminded me how precious time is. The moments we share with family, the legacy we leave behind, and the impact we have on others are what truly matter.

I strongly encourage a visit to Normandy for anyone.

Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withst...
08/24/2026

Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withstand elevated rates. Despite the potential for seasonal volatility, resilient economic activity and strong corporate earnings support a constructive backdrop for equities.

Investment Strategist Brock Weimer explains what’s behind the move higher in long-term yields in the latest Weekly Market Wrap.



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Inflation has trended lower, supporting the case for the Federal Reserve to keep policy rates steady. While the path bac...
08/17/2026

Inflation has trended lower, supporting the case for the Federal Reserve to keep policy rates steady. While the path back to the Fed's inflation target may not be perfectly smooth, strong earnings, healthy economic growth and resilient consumer spending continue to help support market strength.

Portfolio Strategist Tom Larm shares his perspective on the forces influencing markets and what it could mean for investors in the latest Weekly Market Wrap.

https://bit.ly/3UCimMm

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

The S&P 500 reached new highs as several key market headwinds began to ease. While record levels can make investors hesi...
08/10/2026

The S&P 500 reached new highs as several key market headwinds began to ease. While record levels can make investors hesitant, history suggests that all-time highs have often been followed by continued gains, with long-term returns comparable to, or even better than, investing on a typical trading day.*

Angelo Kourkafas, Sr. Global Investment Strategist, shares his perspective on the forces driving markets higher and the implications for investors in the latest Weekly Market Wrap.



https://bit.ly/4cz8zgf

*Past performance does not guarantee future results.

The Federal Reserve held rates steady as earnings from four Magnificent 7 companies led to mixed market reactions, sugge...
08/03/2026

The Federal Reserve held rates steady as earnings from four Magnificent 7 companies led to mixed market reactions, suggesting that investors increasingly want evidence that AI spending is translating into durable revenue and earnings growth. While interest rates may remain higher for longer, resilient economic growth, strong corporate earnings and broader participation across sectors continues to support equities.

Brian Therien, Investment Strategist, explains what this means and how this could impact investors in the latest Weekly Market Wrap.



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Renewed U.S.–Iran tensions are driving oil prices higher, bringing inflation concerns back into focus and raising questi...
07/27/2026

Renewed U.S.–Iran tensions are driving oil prices higher, bringing inflation concerns back into focus and raising questions about whether the Federal Reserve may need to adjust its approach.

Angelo Kourkafas, Sr. Global Investment Strategist, offers perspective on the recent developments and how they could impact investors in the latest Weekly Market Wrap: https://bit.ly/44Qbtcw

After an AI-driven rally earlier this year, markets are taking a breather, with leadership rotating across sectors, and ...
07/20/2026

After an AI-driven rally earlier this year, markets are taking a breather, with leadership rotating across sectors, and investors anticipating second quarter earnings season. Head of Investment Strategy Mona Mahajan explains what this could mean for investors in the latest Weekly Market Wrap.

https://bit.ly/44A5R5Z

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