Edward Jones - Financial Advisor: David Halvorson, CFP

Edward Jones - Financial Advisor: David Halvorson, CFP I achieved the CFP® designation in 2023.

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Under normal circumstances, we’d be analyzing the September jobs report. But, with the data on standby due to the govern...
10/06/2025

Under normal circumstances, we’d be analyzing the September jobs report. But, with the data on standby due to the government shutdown, we’re shifting our focus to examining where the economy, labor market, Fed policy and financial markets stand as we navigate this period of statistical silence.

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

Over the past week, economic data has pointed to a strong U.S. economy. However, two near-term risks could derail the mo...
09/29/2025

Over the past week, economic data has pointed to a strong U.S. economy. However, two near-term risks could derail the momentum. More on what that might mean for investors in our Weekly Market Wrap.

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

While the Fed was virtually unanimous in its decision to cut rates this week, views around the path for future policy ar...
09/22/2025

While the Fed was virtually unanimous in its decision to cut rates this week, views around the path for future policy are split. More in our Weekly Market Wrap on what this might mean for investors.

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

While the labor market appears to be softening, we expect the economy to stabilize and potentially reaccelerate in the m...
09/15/2025

While the labor market appears to be softening, we expect the economy to stabilize and potentially reaccelerate in the months ahead, supported by tailwinds of fiscal stimulus, monetary policy easing and deregulation. More in our Weekly Market Wrap.

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

While investors may experience bouts of market volatility as we navigate a softening labor market, we believe the condit...
09/08/2025

While investors may experience bouts of market volatility as we navigate a softening labor market, we believe the conditions remain in place for solid economic growth in the year ahead. More in our Weekly Market Wrap.

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

As the summer winds down, investors return to a market that remains hot. We offer our take on AI trends and the potentia...
09/02/2025

As the summer winds down, investors return to a market that remains hot. We offer our take on AI trends and the potential for Fed easing as we kick off September, a month that tends to test investor resolve.

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

Stock markets rallied sharply on Friday after Federal Reserve Chair Jerome Powell's speech at the annual Jackson Hole sy...
08/25/2025

Stock markets rallied sharply on Friday after Federal Reserve Chair Jerome Powell's speech at the annual Jackson Hole symposium. We break down the latest news and what it might mean for investors: https://bit.ly/4lIiOAI

We offer our take on July's inflation data and its potential implications for Fed policy and portfolio positioning: http...
08/18/2025

We offer our take on July's inflation data and its potential implications for Fed policy and portfolio positioning: https://bit.ly/3JBKWbc

Equity markets rebounded this past week, led by strong performance by consumer discretionary and technology stocks. We b...
08/11/2025

Equity markets rebounded this past week, led by strong performance by consumer discretionary and technology stocks. We break down what it all might mean for investors looking ahead.

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

After a nice rally in the markets, investors face increasing walls of worry about higher tariffs rates and a softer labo...
08/04/2025

After a nice rally in the markets, investors face increasing walls of worry about higher tariffs rates and a softer labor market. However, the likelihood of Fed rate cuts has also increased, combined with some fiscal stimulus coming from the new tax bill, which may offer a better backdrop as we head into 2026.

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

The My Priorities quiz can help you identify your priorities and, together, we can learn how they relate to your financi...
07/31/2025

The My Priorities quiz can help you identify your priorities and, together, we can learn how they relate to your financial strategy.

Ready to develop your financial goals? Give my branch a call today.

Your investment goals are as unique as the route you take to reach them. We believe following certain "rules of the road...
07/30/2025

Your investment goals are as unique as the route you take to reach them. We believe following certain "rules of the road" can help you get where you want to be.

Tips for reaching your goals

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