Edward Jones - Financial Advisor: Julie Barter Lucas

Edward Jones - Financial Advisor: Julie Barter Lucas As an Edward Jones financial advisor, my primary focus is to help my clients achieve their financial goals. We love to hike in our woods year-round.

Our branch team enjoys the opportunity to educate and partner with individuals to create and implement strategies that work toward their specific goals. Whether it be preparing for retirement, living in retirement, saving for college or protecting the financial future of those they care for the most, we take the time to learn about what is most important to our clients and help create a strategy t

o address their concerns for now and generations to come. We are passionate about helping our clients live the life they love. We spend the time with you to ensure that you are both comfortable and confident in your financial strategy. We work with you to make sure you feel understood, informed and in control so that you can focus on what is most important to you and your family. Kristy Vickerson, Ashley Michaud and I work together as a branch team to make sure our clients receive the very best service from our branch. Along with the resources of our home office, we work confidentially and discreetly with your other financial professionals, including CPAs, estate planning attorney and insurance specialists, to make sure that we understand your complete financial picture. As your partner, we will be with you throughout life's biggest moments. During the best of times and the worst, we will be there every step of the way. When I am not in the office or volunteering in the community, you can find me spending time with my husband, Pete, and our yellow lab, Jake. We also love golfing, traveling and spending time with our extended family and friends. Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.
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After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driv...
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/4e9zejE

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an ac...
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/3PDaoAO

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain thei...
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/4dMqsIi

This Memorial Day, we honor the men and women who laid down their lives in service to our country.
05/25/2026

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

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment ...
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/4ujiaP5

Despite ongoing geopolitical noise, markets have increasingly refocused on underlying fundamentals. Strong corporate ear...
05/11/2026

Despite ongoing geopolitical noise, markets have increasingly refocused on underlying fundamentals. Strong corporate earnings, a resilient economy and solid labor market data have helped drive equities to new record highs.

Senior Economist James McCann outlines three key trends to watch in the latest Weekly Market Wrap.

https://bit.ly/4305CQF

Markets are pushing higher despite geopolitical and energy uncertainty. So what’s driving the momentum?Senior Global Inv...
05/04/2026

Markets are pushing higher despite geopolitical and energy uncertainty. So what’s driving the momentum?

Senior Global Investment Strategist Angelo Kourkafas breaks down how strong corporate earnings, continued AI investment and a resilient consumer and economy are supporting markets in the latest Weekly Market Wrap.

https://bit.ly/4w9lopR

After navigating recent geopolitical shocks, markets are showing notable resilience as investors refocus on economic fun...
04/27/2026

After navigating recent geopolitical shocks, markets are showing notable resilience as investors refocus on economic fundamentals and corporate earnings. From developments in the Middle East to expectations around a potential Fed leadership change and a busy earnings season, Senior Economist James McCann outlines what investors should be on the lookout for in the latest Weekly Market Wrap.

https://bit.ly/4vW1JcU

Markets have rapidly priced out worst-case risks, with easing oil pressures, stabilizing interest rates and resilient ea...
04/20/2026

Markets have rapidly priced out worst-case risks, with easing oil pressures, stabilizing interest rates and resilient earnings fueling one of the fastest rebounds to new highs on record.

In this week’s Weekly Market Wrap, Senior Global Investment Strategist Angelo Kourkafas examines whether the optimism is justified, and where markets may go from here.

https://bit.ly/4czPb1P

News of a ceasefire deal between the U.S., Iran and Israel triggered a sharp rebound in equity and bond markets. But whi...
04/13/2026

News of a ceasefire deal between the U.S., Iran and Israel triggered a sharp rebound in equity and bond markets. But while volatility has eased, there may well be bumps ahead of the April 21 ceasefire deadline, with significant hurdles to overcome before a peace deal can be reached.

Senior Economist James McCann explains in our Weekly Market Wrap.

https://bit.ly/41qXS9M

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1 Beech Street
Hallowell, ME
04347

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Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

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+12076220991

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