Edward Jones-Financial Advisor: David Willoughby

Edward Jones-Financial Advisor:  David Willoughby /*********/
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Stock markets started the month of December off on a good note. As we head to the final weeks of 2025, here are 3 key ca...
12/08/2025

Stock markets started the month of December off on a good note. As we head to the final weeks of 2025, here are 3 key catalysts we are watching to help guide us into year-end: https://bit.ly/3Yjussk

This year hasn’t been short on challenges. However, markets have delivered plenty to be grateful for. Here are six key d...
12/01/2025

This year hasn’t been short on challenges. However, markets have delivered plenty to be grateful for. Here are six key drivers that have helped investors stay on track toward their financial goals: https://bit.ly/4oyrFXd

After months of calm and a strong rally, volatility is back in the spotlight. AI stocks are under pressure, the Fed’s ne...
11/24/2025

After months of calm and a strong rally, volatility is back in the spotlight. AI stocks are under pressure, the Fed’s next move is uncertain and investors are reassessing expectations.

However, market resets are normal and can even create opportunity. For more insights, read the full Weekly Market Wrap here: https://bit.ly/48eBWBL

As the U.S. government shutdown came to an end last week, investors were rattled by a rotation in stock markets. Despite...
11/17/2025

As the U.S. government shutdown came to an end last week, investors were rattled by a rotation in stock markets. Despite this turbulence, we remain confident in the core drivers of the AI narrative and emphasize the importance of maintaining a diversified portfolio: https://bit.ly/486pAM1

Our firm is committed to helping the Alzheimer's Association eradicate this devastating disease. Now, the U.S. Chamber o...
11/13/2025

Our firm is committed to helping the Alzheimer's Association eradicate this devastating disease. Now, the U.S. Chamber of Commerce Foundation has recognized our work as a Best Health and Wellness Program nationwide. We couldn't be prouder.

Learn more: https://bit.ly/48a88Hs

2025 U.S. Chamber of Commerce Foundation Corporate Citizen Award, category of Best Health and Wellness Program, published October 2025, data as of June 2025, application fee required for consideration.

Want to live out retirement on your terms? Begin by contacting me so we can develop a retirement savings strategy to hel...
11/12/2025

Want to live out retirement on your terms? Begin by contacting me so we can develop a retirement savings strategy to help you live comfortably after you stop working.

Learn more: https://bit.ly/446KWY9

Given the growth in the stock market throughout 2025, you may receive larger capital gain distributions from your mutual...
11/11/2025

Given the growth in the stock market throughout 2025, you may receive larger capital gain distributions from your mutual funds. Learn what this means for you, and how it might impact your tax return.

November started with some market jitters as investors took a fresh look at AI valuations. While we’re still optimistic ...
11/10/2025

November started with some market jitters as investors took a fresh look at AI valuations. While we’re still optimistic about AI’s long-term potential, these recent market swings are a good reminder of the importance of diversification.

More on what this could mean for investors in our Weekly Market Wrap: https://bit.ly/3WOxCUy

With the help of easing trade tensions with China and better-than-expected corporate earnings, the market continues to b...
11/03/2025

With the help of easing trade tensions with China and better-than-expected corporate earnings, the market continues to be relatively scare-proof for now.

More on what this could mean for investors: https://bit.ly/47DhTfI

Despite trade tensions, valuation concerns and a cooling labor market, solid fundamentals and a supportive Fed stance su...
10/27/2025

Despite trade tensions, valuation concerns and a cooling labor market, solid fundamentals and a supportive Fed stance suggest this three-year bull market rally may have more room to run.

More on what this could mean for investors in our latest Weekly Market Wrap.

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

10/23/2025

Job loss can feel overwhelming—but your financial future doesn’t have to be. If you or someone you care about has been affected by federal layoffs, I’m available to help you assess your current situation and explore strategies to stay on track financially. Small steps today can make a big difference tomorrow. I’ll be with you every step of the way.

In the meantime, here are some key steps to take following a job loss.

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10/22/2025

In times of uncertainty, staying calm and focused is more than a mindset — it’s a strategy. Our Senior Investment Strategist Angelo Kourkafas addresses recent headlines and shares our outlook for investors.

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