Edward Jones-Financial Advisor: Mark A. VanBibber

10/17/2022

Markets continue to be guided by the outlook for upcoming Fed rate hikes, so with the latest consumer price index report indicating that inflation is not declining as fast as hoped, stocks fluctuated widely last week. More broadly, we continue to hold the view that inflation is on a downward path, eventually allowing the Fed to ease back on restrictive policy, which we believe will be the catalyst for a more enduring market rebound. This week's Market Wrap looks at the characteristics of market downturns and the longer-term performance that follows.

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

10/14/2022

If you haven’t begun thinking about estate considerations, you’re not the only one. That’s why I’m here to start the conversation. Send me a message so we can get started.

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10/13/2022

Wondering what steps you can take to become a more tax-efficient investor? Take a closer look.

Practical and proven strategies you can take to become a more tax-efficient investor.

10/12/2022

Do you have a strategy in place to protect your wealth? If not, send me a message and we can start exploring a strategy designed just for you.

10/11/2022

Rising rates can have a silver lining for bond investors. Let’s talk about what bonds can do for your portfolio today

10/10/2022

Investing in the stock market requires a long-term perspective. If you focus on the short term, it’s easy to let emotions influence your investment decisions, as the market seems to go up and down every year. Let’s talk about putting headlines in perspective and keeping a long-term perspective.

10/10/2022

September left a bitter taste for investors as major indexes ended at a new low for the year. However, markets kicked off the new quarter on a more upbeat note, with the S&P 500 logging its biggest two-day rise since April 2020 before giving back some of those gains later in the week. Could this rebound from the lows have legs, or will it prove to be another bear market rally? We examine what the underlying conditions suggest and provide our take on the September jobs report.

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

10/09/2022

It's important to have a well diversified investment portfolio. This graphic shows how we recommend dividing investments across a variety of asset classes within the equity and fixed income portions of a portfolio based on our long-term outlook. The exact weighting to each asset class will depend on your optimal portfolio mix.

10/07/2022

Here's a quick download on ETFs.

Here’s how they work

10/06/2022

Do I need an estate plan? What does it mean for my family? How do I start the conversation? If you’ve ever asked yourself any of these questions, we have the answers.

Visit our estate strategy hub