Edward Jones-Financial Advisor: Joe Powers, AAMS, CRPC

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11/13/2026

What's next? It's a question many investors are asking amid market volatility and the latest AI headlines.

On CNBC, our Principal, Head of Investment Strategy Mona Mahajan shares perspective on the evolving AI landscape and what it could mean for long-term investors.

Last week's market reaction unfolded as a two-act story, with an initial post-election relief rally giving way to a shar...
11/11/2026

Last week's market reaction unfolded as a two-act story, with an initial post-election relief rally giving way to a sharp reassessment of the AI theme. As investors shift their focus from AI infrastructure spending to profitability and productivity, market leadership may broaden both within and beyond technology.

In the latest Weekly Market Wrap, Angelo Kourkafas, CFA, Senior Global Investment Strategist, explores what the election results could mean for the next phase of the AI cycle and where opportunities may emerge as the market evolves.

https://bit.ly/4iOyKlG

A solid financial game plan should reflect who you are, not just what’s in your account. That’s why we’re proud to suppo...
11/09/2026

A solid financial game plan should reflect who you are, not just what’s in your account. That’s why we’re proud to support the traditions and teams that matter to you. As the Official Wealth Management Partner of the Big 12 Conference®, Edward Jones financial advisors are invested in what makes you, you.

The Big 12 Conference, Inc. is not a current Edward Jones client. The Big 12 Conference, Inc. was compensated for this endorsement. See details at edwardjones.com/sports?utm_term=928082&utm_source=facebook&utm_medium=social_media&utm_content=3357144&c3nid=928082_facebook_3357144&c3ch=BranchSocialMedia&EID=MDAwMDAwMTcwMjc5Mw%3D%3D.

11/09/2026

Big dreams take big-hearted people, and today we’re celebrating some very special supporters!

Our Silver Cloud Donors have made some of the most generous contributions to The Dream Maker Children’s Museum to date. Their incredible generosity is helping turn our vision into something real for the children and families of our community.

Every gift brings us one step closer to creating a place where imagination has no limits, curiosity is encouraged, and memories are made.

We are so grateful for those who believe in what we’re building and are willing to invest in the future of our community.

Thank you for helping our dreams reach new heights! 💙✨

Please join us in celebrating our Silver Cloud Donors The Bark River Lions Club and The Escanaba Rotary Club!

Traditions. Rivalries. The friendships you’ve had since that first game. As the Official Wealth Management Partner of th...
11/06/2026

Traditions. Rivalries. The friendships you’ve had since that first game. As the Official Wealth Management Partner of the Big 12 Conference®, we know it all matters because we’re invested in what makes you, you. Let’s work together to build a personalized financial strategy that takes it all into account.

The Big 12 Conference, Inc. is not a current Edward Jones client. The Big 12 Conference, Inc. was compensated for this endorsement. See details at edwardjones.com/sports?utm_term=928082&utm_source=facebook&utm_medium=social_media&utm_content=3357143&c3nid=928082_facebook_3357143&c3ch=BranchSocialMedia&EID=MDAwMDAwMTcwMjc5Mw%3D%3D.

As a financial advisor, I've seen firsthand how caregiving can create complex financial decisions for families. Business...
11/04/2026

As a financial advisor, I've seen firsthand how caregiving can create complex financial decisions for families. Business Insider explores Edward Jones research with Age Wave and The Harris Poll on the "generosity paradox" many caregivers experience as they support loved ones financially while striving to protect their own long-term financial security.

If caregiving is part of your journey now or may be in the future, I'd welcome the opportunity to help you plan for it.

Read the full Business Insider article: https://bit.ly/3Ws56ej

Download the Financial Impact of Caregiving report: https://bit.ly/47Y6bx2



Source: Edward Jones and Harris Poll, in partnership with Age Wave, 2026.

Capital gain distributions can catch investors off guard, especially in taxable accounts. As year-end approaches, it's i...
11/02/2026

Capital gain distributions can catch investors off guard, especially in taxable accounts. As year-end approaches, it's important to understand how these distributions work, potential tax implications and strategies that may help you manage them.

Reach out if you'd like to discuss how these considerations fit into your overall financial plan.

Learn more:

Capital gain distributions: What to know before year end

10/30/2026

What might the recent AI-driven market selloff mean for investors? Edward Jones Senior Global Strategist Angelo Kourkafas joins Bloomberg to unpack the drivers behind the recent market moves, explain what's happening beneath the headlines, and share perspective on maintaining a long-term investment focus amid volatility.

Watch the full conversation: https://bit.ly/4eb2cAN

A 529 plan can help you do more than save for college. New laws have expanded the potential qualified uses of 529 plans,...
10/28/2026

A 529 plan can help you do more than save for college. New laws have expanded the potential qualified uses of 529 plans, including paying for elementary and secondary school tuition and paying off student loans. Here's what you can do with a 529 plan.

Saving money for college

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing quest...
10/26/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/4dXcjcj


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

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