Edward Jones-Financial Advisor: Thad Nelson

04/06/2026

As the conflict in the Middle East moves beyond its first month, major U.S. equity indexes have come under pressure. While the duration and ultimate path of geopolitical tensions remain uncertain, history suggests that periods like these can often be short-lived and may provide opportunities.

As the conflict in the Middle East moves beyond its first month, major U.S. equity indexes have come under pressure. The Dow and Nasdaq have entered correction territory, while the S&P 500 has pulled back but has not yet crossed the 10% threshold. Investor attention remains focused on oil prices, as...

03/25/2026

In a CNBC Squawk Box interview, our Principal, Head of Investment Strategy Mona Mahajan discusses the impacts of an oil shock and why the long term fundamentals of the economy still matter.

Watch the full interview: https://www.cnbc.com/video/2026/03/24/still-believe-the-broadening-of-market-leadership-will-continue-says-edward-jones-mona-mahajan.html

This content is for general information purposes only and is not intended to predict or guarantee the future performance of individual securities, market sectors or the markets generally. Opinions expressed are as of the date of this report and are subject to change. This material is not directed to any specific investor or potential investor and should not be interpreted as a specific recommendation or investment advice. Investors should make investment decisions based on their unique financial situation.

Past performance of the markets is not a guarantee of future results. Investors should understand the risks involved in owning investments, including interest rate risk, credit risk and market risk. The value of investments will fluctuate and investors can lose some of all of their money. References to specific companies or securities should not be construed as a recommendation to buy or sell the security, nor should it be assumed to be profitable.

03/03/2026

Geopolitical headlines can stir anxiety. Our Principal, Head of Investment Strategy Mona Mahajan shares three key insights on current events to help investors stay informed and grounded through uncertainty.

01/07/2026

Start 2026 on the right foot by checking in on your financial goals anytime with Online Access. It’s your one-stop shop for tracking your progress and collaborating with your Edward Jones team.

Connect and view accounts you have elsewhere in Online Access.

01/06/2026

2026 can be a year of positive returns and steady economic growth, in our view. However, there are potential risks, including AI uncertainty and lingering inflation.

2026 can be a year of positive returns and steady economic growth, in our view, but there are potential risks, including AI uncertainty and lingering inflation.

01/05/2026

After an eventful 2025, we’re looking ahead at a new year of potential positive returns and risks.

Senior Global Investment Strategist Angelo Kourkafas discusses our four key views for 2026 and actions investors can so they’re ready if the market’s resilience is tested.

Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...

12/25/2025

May you experience the good news of Christmas and that you're filled with glad tidings and joy. Wishing you a merry Christmas filled with love and wonder.

12/11/2025

While tech and policy uncertainty kept November's returns muted, a closer look reveals the value of spreading risk and capturing broad opportunities. Portfolio Strategist Tom Larm outlines strategies to consider as we head into 2026 and beyond.

Learn more about portfolio performance, and check out our recommendations for disciplined investors.

12/08/2025

If you’re in your 30s or 40s with a full life and a mile-long to-do list, it might be time to revisit your financial strategy. This chapter is all about building a future you want to live in, and I’m here to help you get there.

Life seems to speed up and money decisions get more layered when you reach your 30s and 40s. Learn what financial strategies are necessary tools during this time in your life.www.edwardjones.com/us-en

11/12/2025

Given the growth in the stock market throughout 2025, you may receive larger capital gain distributions from your mutual funds. Learn what this means for you, and how it might impact your tax return.

10/17/2025

Our investment strategists break down the latest on the health of the U.S. economy, equities, bonds and international markets. They also discuss artificial intelligence (AI) and its impact on the markets and economy.

Our investment strategists provide Edward Jones’ perspective on the economy and the markets, and what it may mean for your portfolio.