Edward Jones - Financial Advisor: Shannon Simmons

06/10/2026

Many retirees look forward to traveling more in retirement — and the most enjoyable trips often start with a plan. Thinking ahead about how you want to travel, budgeting for the unexpected and prioritizing comfort can make a big difference in both cost and enjoyment.

With fewer calendar constraints and greater flexibility, travel may suddenly feel more possible in retirement.www.edwardjones.com/us-en

06/08/2026

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driven inflation have meaningfully shifted the outlook toward potential policy tightening — creating a more complex backdrop for equities and fixed income alike. Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4oeSkJX

06/05/2026

You can always work luxury purchases into a plan, but what happens when "living large" starts shrinking your long-term security? Here's how to enjoy today without risking tomorrow.

How to Avoid Going Too Lean—or Too Lavish— With Your Money

06/03/2026

As the conflict in the Middle East moves beyond its first month, major U.S. equity indexes have come under pressure. While the duration and ultimate path of geopolitical tensions remain uncertain, history suggests that periods like these can often be short-lived and may provide opportunities.

As the conflict in the Middle East moves beyond its first month, major U.S. equity indexes have come under pressure. The Dow and Nasdaq have entered correction territory, while the S&P 500 has pulled back but has not yet crossed the 10% threshold. Investor attention remains focused on oil prices, as...

06/01/2026

Large IPOs can come with a lot of fanfare. But in the early days of public trading, it can be difficult to separate long-term fundamentals from short-term momentum.

We break down what history shows about IPO performance – and share key considerations to help investors stay grounded in the fundamentals:

Initial public offerings (IPOs) tend to attract a lot of investor interest, especially when the company is large and well-known. The excitement can be tempting, but it doesn't always lead to strong investment results. We encourage investors to look beyond the headlines and focus on whether the share...

06/01/2026

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an accelerating AI investment and robust corporate profit growth, reinforcing the constructive case for equities. However, elevated inflation may keep rate cuts off the table and limit near-term progress in bond markets.

Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4vnoENb

05/29/2026

Your financial goals are unique — and helping you reach them is my goal. That’s why I offer financial planning designed around your needs. See if it’s right for you.

Discover the power of planning: https://bit.ly/43DZY76

05/26/2026

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain their recent momentum. Senior Global Investment Strategist Angelo Kourkafas provides insights into why yields are rising, why today’s inflation backdrop differs from 2022, and what higher rates may mean for portfolios in the latest Weekly Market Wrap.

https://bit.ly/4u23WkW

05/22/2026

You don’t have to have a complex estate to benefit from a clear, thoughtful strategy. I can help walk you through the process, prioritize your goals and work to coordinate your team of tax and legal professionals to help ensure your personal estate goals are met. Ready to get started? Let’s talk.

05/20/2026

High-interest debt doesn’t have to define your financial path. As a financial advisor, I help clients take control with personalized strategies designed for lasting confidence. If this is something you’re interested in, let’s talk.