Edward Jones-Financial Advisor: Kelley Aline

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/3RLPFvn

06/04/2026

Have you reviewed your estate plan lately? Taking steps today may help reduce the amount of taxes you or your heirs may pay later.

Taking steps today may help reduce the amount of taxes you or your heirs may pay later.

06/02/2026

When retirement is just around the corner, an unexpected event or major expense can be unsettling. The good news is you don’t have to jeopardize your long-term future. The key is understanding the pros and cons of all your options.

Learn the considerations for retirees and pre-retirees to tap taxable investment accounts and retirement accounts for cash shortfalls.www.edwardjones.com/us-en

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/4x33vt4

05/28/2026

Choosing someone to carry out your wishes when you are unable is an important decision. Before you appoint anyone, take these factors into consideration.

Choosing a trustee or executor? 6 key questions to askwww.edwardjones.com/us-en

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/4dQNHRF

05/26/2026

Market conditions can change fast — but your strategy doesn’t have to. Set clear goals, review your progress regularly and keep your portfolio diversified to help you stay on track no matter what the market is doing.

Ready to put these habits into practice? Let's strengthen your long‑term strategy.

Market sentiment, policy backdrop, and geopolitics can change quickly.www.edwardjones.com/us-en

05/22/2026

Don't know the difference between a traditional and a Roth IRA, or which one makes the most sense for you? Visit our Financial Fitness site to learn which is which, and whether either makes sense for your financial strategy.

Learn about the features, benefits, and different types of IRAs as tools for retirement savings. From Edward Jones and EVERFI

05/18/2026

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment Strategist Mona Mahajan explains why fundamentals and staying invested still matter more than seasonality in our Weekly Market Wrap.

https://bit.ly/42IfIFO

05/16/2026

Arrived home late yesterday from Washington, D.C., and I’m still processing what an impactful few days this was. Our theme said it all: Financial Fulfillment for Every Generation. That’s exactly what we were there to fight for.

As part of the Edward Jones Grassroots Task Force, I joined more than 100 financial advisors and client support professionals for hundreds of meetings on Capitol Hill, all focused on making that theme a reality of American Families.

We tackled three areas where policy can deliver on that promise.

•Supporting America’s 50 million caregivers who sacrifice their retirement to care for loved ones.

•Breaking down barriers that keep people from saving early or participating fully in retirement plans.

•Fixing unfair tax treatment that penalizes families who invest in mutual funds for the long term.

What energized me the most? Seeing how the conversation shifted when we tied policy to purpose. Financial Fulfillnent for Every Generation isn’t just a theme, it’s what these reforms would actually deliver. And lawmakers got it.

Serving on the Task Force is one of the most tangible ways I get to live out the Edward Jones purpose. Making a real difference for clients, colleagues, and communities through advocacy that matters. Grateful to serve as the Montana state chair.

Disclaimer: Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult with your attorney or qualified tax advisor regarding your situation.