Edward Jones - Financial Advisor: Shannon Simmons

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Edward Jones - Financial Advisor: Shannon Simmons Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.

I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 14,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized strategies to help you reach them. My branch office administrator, Domonica and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com/shannon-simmons for more information
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AI-related stocks faced renewed scrutiny last week as investors reassessed the sustainability of the AI investment cycle...
11/04/2026

AI-related stocks faced renewed scrutiny last week as investors reassessed the sustainability of the AI investment cycle, while market leadership broadened to include more defensive sectors. At the same time, the Federal Reserve held interest rates steady, underscoring its continued focus on balancing inflation risks with economic growth.

Brian Therien, Senior Fixed Income Analyst, explores the forces driving the recent market rotation, key risks investors are monitoring, and why diversification remains important in the latest Weekly Market Wrap: https://bit.ly/4z2g9bJ

Trick or treat! Wishing everyone a safe and spooktacular Halloween.
10/31/2026

Trick or treat! Wishing everyone a safe and spooktacular Halloween.

Life insurance can be a valuable tool for protecting your family, business and long-term financial goals. As a financial...
10/30/2026

Life insurance can be a valuable tool for protecting your family, business and long-term financial goals.

As a financial advisor with the Chartered Life Underwriter®, CLU®, designation, I've completed additional training focused on life insurance planning and related financial strategies. This education has provided deeper insight into how insurance may fit within a broader financial strategy.

If you have questions about protecting your financial future or how insurance may support your long-term goals, let's connect.

Chartered Life Underwriter® and CLU® are the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission.

Edward Jones is a licensed insurance producer in all states and Washington, D.C., through Edward D. Jones & Co., L.P. and in California, New Mexico and Massachusetts through Edward Jones Insurance Agency of California, L.L.C., Edward Jones Insurance Agency of New Mexico, L.L.C., and Edward Jones Insurance Agency of Massachusetts, L.L.C.

Markets will always go up and down, but we believe quality investments are more likely to overcome temporary challenges ...
10/28/2026

Markets will always go up and down, but we believe quality investments are more likely to overcome temporary challenges and ultimately help you meet your financial goals.

Read through the benefits

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/4iHK5oA


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

Whether you’re evaluating shifting roles or exploring a different path, your financial strategy should evolve with you. ...
10/26/2026

Whether you’re evaluating shifting roles or exploring a different path, your financial strategy should evolve with you. I’m here to help you see the full picture, from compensation and benefits to long-term planning. Together, we can build a plan that helps you feel confident about your future.

The recently announced 2027 Social Security cost-of-living adjustment (COLA) may provide added flexibility for some reti...
10/23/2026

The recently announced 2027 Social Security cost-of-living adjustment (COLA) may provide added flexibility for some retirees. But understanding how changes to Social Security fit into your overall retirement income strategy is just as important as the increase itself.

If you're thinking about how Social Security, portfolio withdrawals and other income sources work together in retirement, I'm here to help you evaluate your options and create a strategy that aligns with your goals. Click to read more in the article below:

Social Security announces 2027 cost-of-living adjustment for benefits

Your wealth should support more than your lifestyle. It should support your vision for the future.As a financial advisor...
10/21/2026

Your wealth should support more than your lifestyle. It should support your vision for the future.

As a financial advisor with the Certified Private Wealth Advisor®, CPWA®, designation, I help individuals and families navigate complex financial decisions with strategies focused on wealth preservation, retirement readiness, tax efficiency, legacy planning and more.

Because when your financial strategy is aligned with your goals, you can spend less time worrying and more time focusing on what matters most. Let's connect.

Edward Jones and its financial advisors do not provide tax advice.

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-ori...
10/19/2026

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-oriented and more defensive sectors amid concerns about rates, debt levels and growth expectations.

Mona Mahajan, Head of Investment Strategy, shares her perspective on what's driving the recent market rotation, why the broader fundamental backdrop remains constructive, and what it could mean for investors in the latest Weekly Market Wrap: https://bit.ly/47ttDlE

Higher interest rates have created new challenges for investors, but they may also be creating new opportunities. As bon...
10/19/2026

Higher interest rates have created new challenges for investors, but they may also be creating new opportunities. As bond yields reach levels not seen in decades, it may be time to take a fresh look at the role bonds can play in generating income, managing risk and supporting long-term goals.

Learn more in our October Monthly Portfolio Brief: https://bit.ly/4sfJspp

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85383

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