Edward Jones-Financial Advisor: Bobby Moore

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/4xbcpVz

06/04/2026

Summer = more activities, more travel… and usually more spending.

Before the calendar fills up, take a moment to map out your family’s expenses. A simple plan can help you stay on track and still say “yes” to the fun.

Because the goal isn’t to spend less—it’s to enjoy more of what matters.

Drop your top summer plans in the comments—I’d love to hear them!

Learn more about how you can create budgeting solutions for you and your family. From Edward Jones and EVERFI

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/3PPP0Z8

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/4fDn7xO

05/22/2026

Thinking about changing jobs? Don’t forget your 401(k).

When you leave an employer, one of the most overlooked decisions is what to do with your old retirement plan.

Most people have 4 options:

✅ Leave it with your old employer
✅ Roll it into your new employer’s plan
✅ Roll it into an IRA
✅ Cash it out (usually the worst choice due to taxes/penalties)

But here’s the catch:

👉 Not all options are equal for your situation
👉 Fees, investment choices, and flexibility can vary significantly
👉 And one wrong move can cost you more than you expect over time

A rollover can be a great opportunity to:

📊 Simplify your accounts
📈 Re-align your investments with your current goals
💼 Get professional guidance instead of going it alone

But it’s important to get it done correctly.

If you’ve recently changed jobs—or are thinking about it—I’m happy to walk through your options and help you decide what makes the most sense for you.

📩 Send me a message or comment “rollover” and I’ll reach out.

(Here’s a helpful breakdown if you want to read more first:)
🔗

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.

05/18/2026

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment Strategist Mona Mahajan explains why fundamentals and staying invested still matter more than seasonality in our Weekly Market Wrap.

https://bit.ly/43hBZdM

05/11/2026

Despite ongoing geopolitical noise, markets have increasingly refocused on underlying fundamentals. Strong corporate earnings, a resilient economy and solid labor market data have helped drive equities to new record highs.

Senior Economist James McCann outlines three key trends to watch in the latest Weekly Market Wrap.

https://bit.ly/49E5WIw

05/04/2026

Markets are pushing higher despite geopolitical and energy uncertainty. So what’s driving the momentum?

Senior Global Investment Strategist Angelo Kourkafas breaks down how strong corporate earnings, continued AI investment and a resilient consumer and economy are supporting markets in the latest Weekly Market Wrap.

https://bit.ly/4ni9p5h

05/02/2026

Did you know that May 2 is National Life Insurance Day? That’s because it’s the anniversary of when it first became available in the United States.

Learn more with our life insurance guide: https://bit.ly/4doAtLR

04/27/2026

After navigating recent geopolitical shocks, markets are showing notable resilience as investors refocus on economic fundamentals and corporate earnings. From developments in the Middle East to expectations around a potential Fed leadership change and a busy earnings season, Senior Economist James McCann outlines what investors should be on the lookout for in the latest Weekly Market Wrap.

https://bit.ly/48sKyWi