Edward Jones - Financial Advisor: Jason Russell

09/17/2026

Retirement planning is not only about reaching a number. It is about understanding what you want your time, relationships, purpose, and everyday life to look like.

The Soulai Finance Retirement Lifestyle Workbook creates space for that reflection, so future financial conversations can begin with what matters most to you.

Pair it with your Financial Profile for a fuller picture of where you are and where you want to go.

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09/08/2026

Money decisions are rarely just about numbers. They are shaped by your values, experiences, hopes, and the life you want to build.

Soulai Finance’s Financial Profile helps you pause, reflect, and see the patterns behind your financial decisions in plain language. It is a thoughtful first step toward a clearer, more personal financial direction.

Start with your story, then make room for better conversations about what comes next.

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11/04/2024

In our latest Weekly Market Wrap, we examine recently released data on two key factors that are crucial to the overall economy: corporate earnings growth and the U.S. labor market.

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

10/28/2024

The stock market's six-week winning streak came to a halt last week, as rising bond yields began capturing investors' attention. We examine the forces driving the recent rise and explore the potential for further increases.

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

10/21/2024

The stock market has delivered a stellar performance so far in 2024, touching new all-time highs again last week. If it holds onto current gains through year-end, this would be the second straight calendar year with a return above 20%, a somewhat rare feat.

In our latest Weekly Market Wrap, we take a look at similar strong periods in the past, and what current conditions signal about the potential for another win in 2025.

10/14/2024

As we mark the two-year anniversary of the bull market, we assess how the economic and market environment has evolved and explore what might come next.

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

09/30/2024

Markets have performed quite well in the lead up to this year's U.S. presidential election. As we advance toward – and beyond – November 5th, our latest Weekly Market Wrap provides perspective on what markets have done after elections as well.

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

09/23/2024

Some weeks are more consequential than others in shaping the market narrative, and last week was one of them.

The Federal Reserve delivered on what markets have been hoping for and anxiously anticipating over the past two years. Interest rates were cut by a larger-than-typical 0.5%, signaling a critical turning point in the monetary policy cycle.

We offer five key takes on what last week's announcement means for the economy and markets.

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

09/16/2024

Investors focused in on inflation data last week, with markets continuing to filter the balance of consumer price trends and economic readings through the lens of what it means for Fed interest rate moves ahead.

We zoom in on key items that were in the frame last week, and then zoom out for a better view of the bigger picture for the markets.

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

09/09/2024

After last week's soft jobs report, markets continued their risk-off positioning that began in the seasonally volatile month of September. We share our view on the slowing labor market and recommendations for investors in the current backdrop.

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