Edward Jones-Financial Advisor: Josh Chancey

10/22/2025

1 year in the new office!

08/04/2025

An emergency fund can prepare you financially and emotionally for the unexpected – but how do you know if you have enough saved for a “rainy day”? Here are some factors to help you determine how much you need.

Tips on how much to save

07/28/2025

Summer’s heating up, and so is the market. Strong returns and low volatility have buoyed investor sentiment, but a pivotal week ahead could shake things up. We explore short-term risks and share our cautiously optimistic view for the rest of 2025 in our Weekly Market Wrap.

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

07/21/2025

Despite the uncertainty that began earlier this year, markets have been able to climb several walls of worry, supported by solid economic fundamentals. We share our outlook for the back half of the year: https://bit.ly/4o6c16u

07/14/2025

Stocks held near record highs, new tariffs were announced, and the H.R. 1 bill was signed into law. We dig into what the past week or so might mean for investors: https://bit.ly/46GkWVG

07/07/2025

The first half of 2025 provided plenty of twists and turns for investors. With the second half of the year likely to bring its own share of uncertainties, we highlight three key themes and corresponding portfolio opportunities to help investors navigate the second half: https://bit.ly/3IhiMlu

07/04/2025

Happy 4th of July to all of you! The parade begins at 7:30 this evening and I’ll be serving as Grand Marshal! Come on down and let’s celebrate the birth of our great nation!

06/30/2025

While momentum is likely on investors' side in the near term, there are key catalysts in the weeks ahead that markets will have to digest: https://bit.ly/44FP2XX

06/23/2025

With both policymakers and markets likely to remain in wait-and-see mode through the summer, we explore five key questions that could shape the second half of 2025: https://bit.ly/4kX8F3E

06/16/2025

As we head to the second half of the year, there are several catalysts to monitor: trade negotiations with China and other economies, a potential tax bill in the U.S. and ongoing geopolitical tensions: https://bit.ly/45UtCHG

06/09/2025

Summer isn't typically associated with tests, but this year may be an exception for markets. We share our views on key market and economic drivers ahead of a potentially eventful next couple months.

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

06/02/2025

Five years. Barb and I are forever grateful to each of you that have trusted us with your financial planning. Here’s to 20 more (then retirement 🙂)!