Edward Jones-Financial Advisor Jeff Wakefield

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/4emJzK5

10/19/2026

Today's economic environment is ever-changing. Review our current rates for CDs, bonds and other investments and loans.

Our latest rates for certificates of deposit (CDs), bonds and other investments and loans.

10/18/2026

Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities. Let’s build a financial plan that works for you — reach out to start the conversation.

10/15/2026

When it comes to financial fraud, knowledge is one of your strongest defenses. In recognition of Cybersecurity Awareness Month, we're sharing insights to help you navigate today's increasingly complex fraud landscape.

Join our webinar live on Oct. 21 at 3 p.m. CT or access the recording on demand afterward.

Click here to learn more: https://ow.ly/meVm50ZYc8m

10/15/2026

Certificates of deposit (CDs) offer a low-risk savings option for a fixed period of time. Not quite sure if that aligns with your financial goals? Learn about the types of certificates of deposits, the benefits and risks, and which one may be right for you.

Learn how to use Certificates of Deposit (CDs) as a low risk investment in reaching your financial goals. From Edward Jones and EVERFI

10/15/2026

At Edward Jones, we believe education is a powerful defense against fraud, which is why we're committed to sharing resources and guidance that help you stay informed, vigilant and protected.

This Cybersecurity Awareness Month, join us as we share tips to help protect your personal information, spot common scams and stay one step ahead of cybercriminals.

Follow us for tips and insights to help keep you informed.



Explore fraud prevention resources and guidance: https://ow.ly/tWKn50ZTm6K

10/15/2026

10/15/2026

10/15/2026

We will have trunk or treat! 31 Oct 2-4pm
Set up a car and/or bring the kids

10/15/2026

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://ow.ly/nthC50ZVqa6