Edward Jones - Financial Advisor: Sheryl Giles

Edward Jones - Financial Advisor: Sheryl Giles Edward Jones is a financial- services firm dedicated to serving the needs of individual investors.

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09/02/2026

Business owners — who may have complex issues to address professionally and personally — should carefully consider what they want and need from professionals who advise them on financial issues. Here are some key areas to explore.

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/4iEpQsc

Business Owner Monday Minute: Your Business is Not Your Retirement PlanMany entrepreneurs have 70% to 90% of their net w...
08/31/2026

Business Owner Monday Minute: Your Business is Not Your Retirement Plan

Many entrepreneurs have 70% to 90% of their net worth tied up in their company. That's concentration risk.

Imagine advising a client to hold almost all their wealth in a single investment. Most would never do it.

Yet business owners often live this reality every day.

A thoughtful exit plan creates a pathway to convert illiquid business value into diversified personal wealth.

The goal isn't just selling the company. The goal is achieving financial independence.

A successful exit is not measured by the sale price alone. It's measured by what the owner keeps and how it supports the next chapter of life.

Congratulations to our BOA, Stephanie Bankhead, on her 5 year Jonesiversary! 🎉 Your commitment to serving clients and su...
08/30/2026

Congratulations to our BOA, Stephanie Bankhead, on her 5 year Jonesiversary! 🎉 Your commitment to serving clients and supporting our team is immensely appreciated. Thank you for all you do, and here's to many more successful years ahead!

This year has been a reminder that markets can climb even in times of uncertainty. While risks continue to shape the out...
08/28/2026

This year has been a reminder that markets can climb even in times of uncertainty. While risks continue to shape the outlook, we believe strong economic momentum supports opportunities across a range of asset classes. Staying diversified and focused on long-term goals remains one of the best ways to navigate an ever-changing market environment.

Learn more in our August Monthly Portfolio Brief: https://bit.ly/45V5YK1

08/26/2026

Getting a formal business valuation done can be a smart move for many reasons — especially if you’re planning to sell your company in the near future. But how do you choose the best valuation method for your situation — and come up with a number you can trust?

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/4qASWuJ

Business Owner Monday Minute - Buyers Don't Buy Businesses, They Buy SystemsMany owners believe buyers are purchasing re...
08/24/2026

Business Owner Monday Minute - Buyers Don't Buy Businesses, They Buy Systems

Many owners believe buyers are purchasing revenue. They're not.

Buyers are purchasing predictability.

A company that depends entirely on the owner is often viewed as risky.

A company with documented processes, strong leadership, recurring revenue, and consistent financial performance is viewed as scalable.

The higher the predictability, the higher the value.

Ask yourself:
✅ Could your business operate for 90 days without you?
✅ Are key processes documented?
✅ Can customers be served without your direct involvement?
✅ Does your management team make decisions independently?

If the answer is "no," you've identified a major exit planning opportunity.

Value is created long before a transaction occurs.

08/19/2026

Entrepreneurship can be a great way to become wealthy. But it takes a lot more than just being an owner to generate success that translates to a large bottom line. Discover four key drivers of business and financial success that you need to have as a business owner.

Monday Minute - The Biggest Mistake Business Owners MakeMost business owners spend decades building their company but on...
08/17/2026

Monday Minute - The Biggest Mistake Business Owners Make

Most business owners spend decades building their company but only months preparing to exit.

That's like training for a marathon and not showing up on race day.

The reality is that a business owner's exit often represents their largest financial event. Yet many wait until they're ready to retire before considering succession, value enhancement, tax strategy, or buyer readiness.

The best exits aren't created in the year before a sale.

They're built 3-10 years in advance.

Exit planning isn't about leaving your business.

It's about building a business that can thrive without you.

The moment that becomes true, your options increase dramatically.
And options create value.

Question: If you planned to exit in five years, what would need to change in your business today?

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