Edward Jones - Financial Advisor: Joseph Lotozo

06/02/2026

Every day is a chance to show up and do something meaningful for someone.

That's how I've thought about this job for thirteen years. Today is no different.

📷 by Tom Lotozo

06/01/2026

Conflict-driven market swings grab attention, but they rarely change the long-term trajectory. Here’s a clear look at what history has shown time and again.

Staying invested despite geopolitical events can pay off in the long run.

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/3Qec0RC

05/30/2026

With Kevin Warsh confirmed as Fed chair, attention is turning to what comes next. We explore what the shift could mean for investors and the fixed-income landscape.

Find out what’s impacting fixed income, including bonds and cash, as well as strategies for disciplined investors to consider.www.edwardjones.com/us-en

05/28/2026

I used to always sit. Now I stand when I need to think.

The screens behind me tell a story — long-term trends, client timelines, plans in progress. The short-term noise is always there. Our job is to keep clients focused on what actually matters.

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/4vfj9A8

05/26/2026

Staying current isn't optional. It's the job.

Whether it's market movement, planning updates, or research — this is what the work looks like between meetings.


Photo by Tom Lotozo

05/22/2026

This is the part of the job I love most.

Sitting across from someone and helping them see their financial picture more clearly — where they are, where they want to go, and what it takes to get there. It doesn't have to be complicated. It just takes someone willing to ask the right questions.

If you've been putting off a financial review, this is your sign.



Photo by Tom Lotozo

05/19/2026

Tremont Center. This is where we come to work every day, and we wouldn't have it any other way.

Upper Arlington has been home for us, and we're grateful for every neighbor, client, and friend who's walked through that door. Here's to summer.



Photo by Tom Lotozo

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/4nEPWfk