Edward Jones - Financial Advisor: Kim Winans

01/12/2026

It was an eventful first week of 2026—from major geopolitical developments to fresh economic data to policy uncertainty ahead of a Supreme Court decision.

Mona Mahajan, Principal and Head of Investment Strategy, breaks down what it could mean for investors in our Weekly Market Wrap.

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

01/07/2026

These smart strategies can help investors weather the tax changes with confidence.

2026 tax changes: What you need to knowwww.edwardjones.com/us-en

01/05/2026

With 2025 in the record books, it’s time to consider resolutions for the year ahead. Senior Economist James McCann outlines four resolutions to help investors prepare for whatever 2026 brings.

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

01/05/2026

Start 2026 on the right foot by checking in on your financial goals anytime with Online Access. It’s your one-stop shop for tracking your progress and collaborating with your Edward Jones team.

Connect and view accounts you have elsewhere in Online Access.

01/02/2026

As we head into 2026, our Principal, Head of Investment Strategy Mona Mahajan joined CNBC to discuss the market backdrop—and where investors may find opportunity in the new year.

Watch the full interview: https://cnb.cx/3Lsp9Ef

This content is for general information purposes only and is not intended to predict or guarantee the future performance of individual securities, market sectors or the markets generally. Opinions expressed are as of the date of this report and are subject to change. This material is not directed to any specific investor or potential investor and should not be interpreted as a specific recommendation or investment advice. Investors should make investment decisions based on their unique financial situation.

Past performance of the markets is not a guarantee of future results. Investors should understand the risks involved in owning investments, including interest rate risk, credit risk and market risk. The value of investments will fluctuate and investors can lose some of all of their money. References to specific companies or securities should not be construed as a recommendation to buy or sell the security, nor should it be assumed to be profitable.

12/31/2025

2026 can be a year of positive returns and steady economic growth, in our view. However, there are potential risks, including AI uncertainty and lingering inflation.

2026 can be a year of positive returns and steady economic growth, in our view, but there are potential risks, including AI uncertainty and lingering inflation.

12/29/2025

We highlight four themes that shaped 2025 and outline actions to help investors prepare for the year ahead: https://bit.ly/44MXZhU

12/24/2025

May you experience the good news of Christmas and that you're filled with glad tidings and joy. Wishing you a merry Christmas filled with love and wonder.

12/22/2025

When it comes to covering health care costs in retirement, preparing can be the best medicine. Here are five common health care mistakes to avoid as you prepare for retirement.

Avoid these 5 costly health care mistakeswww.edwardjones.com/us-en

12/22/2025

2025 may be ending with some noisy market headlines, but the outlook for 2026 is looking brighter. Inflation is cooling, the job market is starting to stabilize and the Fed could start easing rates — creating opportunities beyond the big tech names.

Investment strategist Angelo Kourkafas outlines what this could mean for investors in our Weekly Market Wrap:

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

12/19/2025

The OBBBA’s new Social Security tax deduction is a welcome change for many retirees, but it’s also raising important questions. Here’s a helpful resource to make sense of it all.

Breaking down the impact on your retirement income and planning

12/19/2025

The only constant in life is change — well, that and taxes. And while there's not much you can do about taxes, you can manage change by keeping your estate plan up-to-date. In general, reviewing your estate plan every three to five years and after one of these five major life events can help prevent your assets from falling into the wrong hands after your passing.

When life changes, your estate plan may need to change too. We recommend reviewing your estate plan when these life events occur.www.edwardjones.com/us-en