Edward Jones - Financial Advisor: Cody Jess

02/13/2023

• The market rally this year has been impressive. Most asset classes have participated, and the laggards of last year have particularly outperformed. These outperformers include technology, small-cap stocks, international equities, and even more speculative parts of the market.
• However, last week some uncertainty and volatility returned to markets. The S&P 500 was down over 1.0% on the week, its worst week of the year thus far. Treasury bond yields also moved higher, while oil prices climbed as well. Markets may be now approaching more of a fork in the road – does the rally continue or does it fade from here?

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

02/08/2023

How do markets perform when the Fed pauses?
• Over the past 40 years the Fed has paused seven times after concluding a tightening cycle. Following the final rate hike, policymakers held rates steady for about six months on average (ranging from a month to a little over year) before proceeding to cut rates to stimulate the economy.
• Stocks performed strongly in five of these instances, while they declined only modestly the other two. Investment-grade bonds also experienced above-average returns, as yields peaked a couple of months before the last rate hike.
• Likely benefiting from the easing in yields and financial conditions, technology was the best-performing sector, with the exception of the Fed pause in 2000 that coincided with the tech bubble bursting.
• History suggests that a Fed pause can be a catalyst for lower bond yields and higher equity valuations. This is consistent with our view that balanced portfolios, like a 60/40 stock-bond mix, are poised for a rebound after a historically tough year.

07/21/2022

Take a look at the latest rates, and let me know if you have any questions!

Our latest rates for certificates of deposit (CDs), bonds and other investments and loans.

07/19/2022

A solid financial foundation can help you feel less overwhelmed, so that you are able to mark these events with more joy than anxiety. Below are six financial considerations.

What you should know

07/11/2022

Our investment strategist Mona Mahajan shares why inflation is stickier than expected, where the Fed is having the greatest impact and why we are expecting core inflation to moderate toward year end.

Mona Mahajan, senior investment strategist at Edward Jones, joins CNBC's 'Squawk Box' to discuss her market outlook and fears of a U.S. recession.

07/07/2022

Even when markets decline, your investment strategy should remain tied to your long-term goals.

Understanding your performance in the context of your long-term goals can help you stay on track.

04/30/2022

Deciding how much to save for college and retirement at the same time can be intimidating, but it doesn't have to be. Don’t delay saving for one goal over the other – view them together. Learn how I can help.

Prepare for the unexpected

04/28/2022

Edward Jones is celebrating National Financial Literacy Month this April by empowering you with the tools to help you make important financial decisions. Get started today!

Learn more about how you can develop healthy financial habits needed for financial well-being. From Edward Jones and EVERFI

04/26/2022

Less than half of working investors know how much to save for retirement.

Let’s talk about your savings

04/21/2022

We’re celebrating Financial Literacy Month this April by empowering you with the skills you need to start having conversations with your family about money.

Learn about topics, strategies, and best practices for having family conversations about money. From Edward Jones and EVERFI

04/19/2022

Whether you’re building or diversifying, starting from square one or just in need of a refresh, let’s work together to help establish an investment portfolio for you.

04/18/2022

We review the first quarter, economic and equity outlook, and others.

Our view on key market and economic topics to help you make decisions affecting your financial strategy.