Edward Jones - Financial Advisor: Rocky Clay

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

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Investors will be closely watching the September Federal Reserve interest rate decision. What factors are the voting mem...
09/08/2026

Investors will be closely watching the September Federal Reserve interest rate decision. What factors are the voting members of the FOMC likely to weigh?

Our Principal, Head of Investment Strategy Mona Mahajan digs into three in our latest Weekly Market Wrap: https://bit.ly/4cB4nwG

If you’ve built a portfolio containing an appropriate mix of investments, based on your goals and risk tolerance, you’ve...
09/08/2026

If you’ve built a portfolio containing an appropriate mix of investments, based on your goals and risk tolerance, you’ve got a good foundation to help you withstand a down market.

Strategies for every stage

New job? What should you do with your 401(k)? Here are four potential options for your 401(k) when leaving an employer.
09/05/2026

New job? What should you do with your 401(k)? Here are four potential options for your 401(k) when leaving an employer.

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

Market volatility is unpleasant. Also fact: The more you know about it, the less unpleasant it can be. Check out these 1...
09/02/2026

Market volatility is unpleasant. Also fact: The more you know about it, the less unpleasant it can be. Check out these 10 volatility facts to help keep volatility in perspective and your goals within reach.

Volatility is part of the investment experience, but the longer an investor holds stocks, the greater the potential for an overall positive return.

Learn more https://bit.ly/4cTghC5 I can help you explore key considerations that come with executive compensation and co...
08/31/2026

Learn more https://bit.ly/4cTghC5 I can help you explore key considerations that come with executive compensation and complex wealth.

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.



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https://bit.ly/4zMglNU From equity awards to diversification, I can help you make the most of your executive compensatio...
08/29/2026

https://bit.ly/4zMglNU From equity awards to diversification, I can help you make the most of your executive compensation strategy.

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.



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Learn more https://bit.ly/4gvgfBC Executive compensation can be complex. I can help you make informed decisions about yo...
08/24/2026

Learn more https://bit.ly/4gvgfBC Executive compensation can be complex. I can help you make informed decisions about your financial future.

https://bit.ly/4grHBIy Learn how thoughtful planning can help you navigate stock options, RSUs and executive compensatio...
08/22/2026

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

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