Edward Jones - Financial Advisor: James Herndon

06/02/2026

You’ve planned the “saving” part—now plan the “spending” part. These 10 retirement reminders cover what most people miss, from healthcare to taxes to daily purpose.

From healthcare costs to feeling a lack of purpose, here’s what most people overlook when planning for retirement.

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/49xNDow

05/29/2026

Market swings got you concerned? Let's connect virtually! For the most up-to-date information, join my update via webinar today at 11:00 a.m. Call or message my office for details.

Date: Friday, May 29, 2026
Time: 11:00 a.m.
Location: Online (Webinar)
Registration Required: Yes
Register here: https://bit.ly/3REGEnA

05/28/2026

Your retirement strategy may be more vulnerable than you realize, no matter your life stage. Learn how to prepare for unexpected expenses, market volatility and long‑term risks.

Did you know your retirement strategy could be at risk regardless of your life stage? In fact, many of the risks you face earlier in life don’t go away — they change or new ones surface.www.edwardjones.com/us-en

05/27/2026

Interested in timely market updates related to current events, from the comfort of your own home? Let's connect virtually. I'll be hosting a market update this week on Friday, May 29 at 11am. Call or message my office for details.

Date: Friday, May 29, 2026
Time: 11:00 a.m.
Location: Online (Webinar)
Registration Required: Yes
Register here: https://bit.ly/4f6hXKx

05/26/2026

Don’t rush – but consider all your options.

Get insights from Edward Jones professionals, and see what our strategists' perspectives mean for you.www.edwardjones.com/us-en

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/4fJDA3r

05/26/2026

The market's been busy but so have we! For the most up-to-date information, join my update via webinar this Friday at 11:00 a.m. Call or message my office for details.

Date: Friday, May 29, 2026
Time: 11:00 a.m.
Location: Online (Webinar)
Registration Required: Yes
Register here: https://bit.ly/4uB4fUS

05/21/2026

One of the biggest retirement-related decisions you'll make is when to start Social Security. And it isn't one to take lightly – Social Security is one of the most valuable retirement assets you have.

Determining when to claim Social Security benefits can be a key factor in your retirement plan. Learn about how Social Security benefits work and factors to consider when making your claiming decision.

05/20/2026

The market's been busy but so have we! For the most up-to-date information, join my update via webinar. Call or message my office for details.

Date: Friday, May 29, 2026
Time: 11:00 a.m.
Location: Online (Webinar)
Registration Required: Yes
Register here: https://bit.ly/4tT3nd3