Edward Jones - Financial Advisor: Brandon Roberts

Edward Jones - Financial Advisor: Brandon Roberts Financial advisor focused on serving individual investors. Wealth management, preparing for retirement, living in retirement, estate considerstions Member SIPC.

Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 13,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal ba

sis. We do that by getting to know you, understanding your goals, and developing individualized strategies to help you reach them. My branch office administrator, Gaylyn and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com/brandon-roberts for more information.
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Markets have been volatile recently, with geopolitical uncertainty driving oil prices higher and putting downward pressu...
03/16/2026

Markets have been volatile recently, with geopolitical uncertainty driving oil prices higher and putting downward pressure on global stocks. Despite these challenges, the long-term outlook remains constructive.

Investment Strategy Analyst Brock Weimer explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4sxOw8d

When you consolidate your retirement accounts with my office, I can see the “big picture” of your retirement savings mor...
03/11/2026

When you consolidate your retirement accounts with my office, I can see the “big picture” of your retirement savings more clearly and help align your strategy with it.

You work hard for your income. Here are some ways to help ensure your retirement dollars are working hard for you.www.edwardjones.com/us-en

Markets faced a “perfect storm” last week as geopolitical tensions and softer labor data drove renewed volatility. Even ...
03/09/2026

Markets faced a “perfect storm” last week as geopolitical tensions and softer labor data drove renewed volatility. Even so, the broader signals from U.S. and global activity suggest a solid foundation, offering long-term investors valuable perspective as markets absorb short term shocks.

More in our Weekly Market Wrap: https://bit.ly/4b9cVt6

Tax season can be a stressful time even without the worry of unintentionally making a filing mistake. Here are five comm...
03/05/2026

Tax season can be a stressful time even without the worry of unintentionally making a filing mistake. Here are five common tax-filing mistakes and what you can do to help avoid them.

Before you file your taxes this year, be sure to avoid these five common tax-filing mistakes.

Tax time doesn’t have to be complicated. With Online Access, you can easily access your tax forms, share them with your ...
03/04/2026

Tax time doesn’t have to be complicated. With Online Access, you can easily access your tax forms, share them with your tax professional or import them into your tax software — anytime, anywhere.

https://bit.ly/4b4agRd

03/02/2026

Geopolitical headlines can stir anxiety. Our Principal, Head of Investment Strategy Mona Mahajan shares three key insights on current events to help investors stay informed and grounded through uncertainty.

While the software sector has faced meaningful headwinds, historical patterns of creative destruction suggest AI will ul...
03/02/2026

While the software sector has faced meaningful headwinds, historical patterns of creative destruction suggest AI will ultimately reshape rather than replace existing industries and employment.

Angelo Kourkafas, Senior Global Investment Strategist, explains what’s driving the current wave of AI anxiety, whether these fears are warranted and considerations to help "AI‑proof" portfolios.

https://bit.ly/401kX26

The U.S. Supreme Court struck down the administration's sweeping global tariffs, lifting the overhang that had been weig...
02/23/2026

The U.S. Supreme Court struck down the administration's sweeping global tariffs, lifting the overhang that had been weighing on financial markets. Mona Mahajan, Principal, Head of Investment Strategy, explains what this could mean for investors.

https://bit.ly/3OyfT2C

Last week was action-packed – containing a flurry of economic data, bouts of market volatility, and rising AI concerns. ...
02/17/2026

Last week was action-packed – containing a flurry of economic data, bouts of market volatility, and rising AI concerns. Our Weekly Market Wrap digs into all: https://bit.ly/4tHCVUI

After years of tech-led dominance, the market is experiencing a meaningful rotation toward traditional “old economy” sec...
02/09/2026

After years of tech-led dominance, the market is experiencing a meaningful rotation toward traditional “old economy” sectors that had previously fallen out of favor, such as oil and gas, transportation and regional banks.

Angelo Kourkafas, Senior Global Investment Strategist, explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4tr1ZiI

Kevin Warsh — Federal Reserve Board member from 2006-2011 — has been nominated by President Trump to succeed Jerome Powe...
02/05/2026

Kevin Warsh — Federal Reserve Board member from 2006-2011 — has been nominated by President Trump to succeed Jerome Powell as Fed Chair. We break down what the news might mean for investors.

Kevin Warsh — Federal Reserve Board member from 2006-2011 — has been nominated by President Trump to succeed Jerome Powell as Fed chair. Warsh likely represents a dovish shift on interest rates versus Chair Powell, though his influence should be tempered by the Fed's design.

Ready to tackle your financial goals? Online Access helps you track your progress and huddle up with your Edward Jones t...
02/04/2026

Ready to tackle your financial goals? Online Access helps you track your progress and huddle up with your Edward Jones team on the next play: https://bit.ly/4af9Dny

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