Edward Jones- Financial Advisor: Cassandra Lipp

Edward Jones- Financial Advisor: Cassandra Lipp Helping individuals and families feel confident about their financial future through thoughtful, personal guidance.

I focus on real conversations, understanding what matters most to you, and creating plans that fit your life.

More than half of Americans feel financially conflicted. But those who feel financially fulfilled? They’re healthier, mo...
06/10/2026

More than half of Americans feel financially conflicted. But those who feel financially fulfilled? They’re healthier, more connected and more in control of their future.

That’s the difference a thoughtful plan can make. Let’s talk about what a customized plan could look like for you.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 2026.

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/4ulsrtm

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks,...
06/08/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/4g84QZG

New job? What should you do with your 401(k)? Here are four potential options for your 401(k) when leaving an employer.
04/15/2026

New job? What should you do with your 401(k)? Here are four potential options for your 401(k) when leaving an employer.

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Stay up to date with the latest developments, trends and daily insights on the market.
04/13/2026

Stay up to date with the latest developments, trends and daily insights on the market.

Stay up to date with latest developments, trends, and daily insights on the market. Get a comprehensive look at market movements, international updates, economic indicators, and our expert's analysis.

You can always work luxury purchases into a plan, but what happens when "living large" starts shrinking your long-term s...
04/10/2026

You can always work luxury purchases into a plan, but what happens when "living large" starts shrinking your long-term security? Here's how to enjoy today without risking tomorrow.

How to Avoid Going Too Lean—or Too Lavish— With Your Money

Market conditions can change fast — but your strategy doesn’t have to. Set clear goals, review your progress regularly a...
04/08/2026

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

A recent Edward Jones report found nearly 1 in 4 millennials say they’re not on track to achieve financial fulfillment. ...
04/06/2026

A recent Edward Jones report found nearly 1 in 4 millennials say they’re not on track to achieve financial fulfillment. But fulfillment isn’t just about saving more — it’s about having the freedom to enjoy life, spend time with loved ones and reduce money-related stress. Learn why building your financial future starts with aligning money to what matters most.

Nearly 25% of millennials say they’re not on track to achieve financial fulfillment — higher than both Generation X and baby boomers, according to Edward Jones’ Pulse of North America report.www.edwardjones.com/us-en

04/05/2026

He is Risen! ✝️ Wishing you and your families a joyful and peaceful Easter!

As the conflict in the Middle East moves beyond its first month, major U.S. equity indexes have come under pressure. Whi...
04/02/2026

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...

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