Edward Jones-Financial Advisor: Michael Kozlow

06/05/2026

When a major life event occurs, like becoming a parent, you might want to evaluate who can make decisions on your behalf and update other pieces of your estate plan.

Because estate planning isn’t just about transferring assets, your strategy should be flexible should a life event occur.

06/03/2026

Risks are unavoidable, but you can plan for them. Your retirement strategy should incorporate expectations for risk, and in some cases, it may make sense to insure against them.

Retirement risks

06/01/2026

Market declines, while unpleasant, are in fact normal. Measure your performance as progress toward your long-term goals rather than in day-to-day fluctuations.

Too often, our emotions can be a barrier to our investment success. In these situations, it’s important to take a timeout and remember why you’re investing.

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/4uavJj9

05/30/2026

Career changes come with important financial considerations. As a financial advisor who builds relationships with professionals like you, I can help guide you through your options with confidence. Let's talk.

05/28/2026

If you’re retired, it’s probably unsettling to see drops on your investment statements due to market volatility. Here are five tips to help you deal with market volatility.

When you’re retired, you may feel especially vulnerable to market volatility. But making just a few moves may better help you cope with it.

05/26/2026

Unexpected career transitions can be stressful, but they can also open the door to new possibilities. I'd be happy to share my perspective and discuss potential financial options. Reach out so I can help you navigate what’s next with confidence.

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/4dKLC9P

05/25/2026

This Memorial Day, we honor the men and women who laid down their lives in service to our country.

05/22/2026

Market volatility is unpleasant. Also fact: The more you know about it, the less unpleasant it can be. Check out these 10 volatility facts to help keep volatility in perspective and your goals within reach.

Volatility is part of the investment experience, but the longer an investor holds stocks, the greater the potential for an overall positive return.