Edward Jones-Financial Advisor: Marshall Ward

Edward Jones-Financial Advisor: Marshall Ward /*********/
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https://bit.ly/4i7hfhB Learn how thoughtful planning can help you navigate stock options, RSUs and executive compensatio...
09/01/2026

https://bit.ly/4i7hfhB Learn how thoughtful planning can help you navigate stock options, RSUs and executive compensation decisions.

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/4wZ35D0

Learn more https://bit.ly/4gB45Hg I can help you explore strategies for managing equity compensation, diversification an...
08/29/2026

Learn more https://bit.ly/4gB45Hg I can help you explore strategies for managing equity compensation, diversification and long-term wealth planning.

https://bit.ly/4iv84aS From stock awards to tax strategies, I can help simplify your executive compensation.
08/26/2026

https://bit.ly/4iv84aS From stock awards to tax strategies, I can help simplify your executive compensation.

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.



https://bit.ly/4xll9Iw

Can a six-figure income still leave you feeling financially lost?Our research with Gallup — recently featured in Fortune...
08/18/2026

Can a six-figure income still leave you feeling financially lost?

Our research with Gallup — recently featured in Fortune — found that among Americans earning more than $135,000, nearly 70% still struggle to feel financially fulfilled. Even more striking: 1 in 5 high earners report experiencing significant financial stress.

As a financial advisor, this doesn't surprise me. Income alone doesn't create confidence. What can make a difference is having a clear plan, knowing what matters most to you, and feeling genuinely in control of your financial future.
If any of this resonates, I'd love to start a conversation.

Read the full feature in Fortune: https://bit.ly/4hMnaIV


Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

Seven in 10 Americans on six-figure salaries aren’t financially fulfilled—even wealthy Gen Zers.

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.

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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.

Estate planning isn't just for the wealthy. Without a plan in place, important decisions may be made for you. Let's make...
08/13/2026

Estate planning isn't just for the wealthy. Without a plan in place, important decisions may be made for you.

Let's make sure your intentions are clear.

A strong financial strategy connects every part of your life — goals, cash flow, family and legacy. I focus on helping c...
08/12/2026

A strong financial strategy connects every part of your life — goals, cash flow, family and legacy.

I focus on helping clients take a comprehensive view, so nothing is overlooked.

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Concord, NC
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