Edward Jones-Financial Advisor: Steve Dalton

06/08/2026

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driven inflation have meaningfully shifted the outlook toward potential policy tightening — creating a more complex backdrop for equities and fixed income alike. Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4evgMDz

06/08/2026

You and your partner may share the same financial goals, but what if your comfort with investment risk isn’t aligned? Finding common ground doesn’t mean giving something up. It means building a plan that works for both of you.

Discover practical ways to talk through differences and move forward together: https://bit.ly/4ocr2DU

06/07/2026

We’re proud to share that Edward Jones has once again been recognized as a 2026 Fortune 500 company for the 14th consecutive year, ranking among the largest companies in the U.S.

This recognition reflects the continued growth of our firm, the trust our clients place in us, and the dedication of colleagues across the organization who continue to move our business forward every day.

Growth at this scale is built over time, through strong relationships, long-term commitment, and the collective work of our financial advisors, branch teams, and home office associates, whose commitment to our clients and communities drive our success every day.

We’re proud of what we’ve built together, and even more proud of the people behind it.

Disclosure: 2013-2026 Fortune 500, published May - June each year, data as of December of prior year. Compensation provided for using, not obtaining, the rating.

06/05/2026

Many retirees look forward to traveling more in retirement — and the most enjoyable trips often start with a plan. Thinking ahead about how you want to travel, budgeting for the unexpected and prioritizing comfort can make a big difference in both cost and enjoyment.

With fewer calendar constraints and greater flexibility, travel may suddenly feel more possible in retirement.www.edwardjones.com/us-en

06/04/2026

Life insurance is a vital part of any financial strategy – but determining what type of insurance and how much coverage you need can be difficult. Here are some questions to help you determine if permanent life insurance is right for you.

See if it’s right for you

06/04/2026

You’ve worked hard to build your portfolio and financial assets – but have you thought about planning your estate? These tips may help you avoid common estate-planning missteps and ensure your plan works as intended.

5 tips to guide you

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/4u4GeUX

06/01/2026

The stakes are high and Team USA is fully invested in this next match. But champions aren't made in a single moment—they're built through years of dedication. The same goes for your finances. I’m here to help you go the distance.

05/30/2026

Large IPOs can come with a lot of fanfare. But in the early days of public trading, it can be difficult to separate long-term fundamentals from short-term momentum.

We break down what history shows about IPO performance – and share key considerations to help investors stay grounded in the fundamentals:

Initial public offerings (IPOs) tend to attract a lot of investor interest, especially when the company is large and well-known. The excitement can be tempting, but it doesn't always lead to strong investment results. We encourage investors to look beyond the headlines and focus on whether the share...

05/28/2026

An owner-only defined benefit plan can help you secure a predictable retirement income. Let's evaluate whether this plan fits your goals.

Saving for retirement is paramount when you work for yourself.

404 Errorwww.edwardjones.com/us-en