Edward Jones- Financial Advisor: Cassandra Lipp

11/03/2026

What might the upcoming U.S. midterm election mean for investors?

While markets can react to election headlines and unexpected outcomes, history reminds us that long-term investing and political predictions don't always go hand in hand.

Our Senior Global Investment Strategist Angelo Kourkafas and Head of Policy, Regulatory and Government Relations Andy Blocker sat down together at the Edward Jones Town Square in Washington, D.C., to discuss why investors may want to focus on their long-term goals instead of short-term political noise, and what past midterm elections can teach us about market performance.

11/02/2026

Working out at the gym isn't the only way to get in shape. Learn more about how you can develop the healthy financial habits needed for your financial fitness.

Learn more about how you can develop healthy financial habits needed for financial well-being. From Edward Jones and EVERFI

10/30/2026

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.

10/30/2026

Capital gain distributions can catch investors off guard, especially in taxable accounts. As year-end approaches, it's important to understand how these distributions work, potential tax implications and strategies that may help you manage them.

Reach out if you'd like to discuss how these considerations fit into your overall financial plan.

Learn more:

Capital gain distributions: What to know before year end

10/29/2026

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.

10/26/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/4ipSBaz

A summary of last week's market highlights and economic news.

10/21/2026

Good company, great conversations, and the opportunity to meet some new faces while catching up with familiar ones. It’s always fun to see what our local business community is up to!

A big thank you to Great Mane Brewery for hosting us and HGBA for putting together another fantastic event!

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/4iv4qNK

10/12/2026

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previous ones, and does it still have room to run?

Angelo Kourkafas, Senior Global Investment Strategist, shares his perspective on what's helping sustain this bull market and what investors should watch next in the latest Weekly Market Wrap: https://bit.ly/4ievAIC

10/09/2026

Tomorrow, I’ll be participating in the Walk to End Alzheimer’s in Manassas, an event that holds a very special place in my heart.

I’ll be walking in memory of my uncle, whose life and legacy will always mean so much to my family. Alzheimer’s is a heartbreaking disease that takes so much more than memories. It impacts entire families, changes lives, and reminds us just how precious our time with the people we love truly is.

For me, this walk is about honoring my uncle, supporting the families who are still navigating this difficult journey, and being part of something bigger than myself. It’s about hope, awareness, and the belief that together, we can make a difference.

One of the things I value most is being part of a community that shows up for one another, and tomorrow is another opportunity to do just that.

💜 Walk to End Alzheimer’s – Manassas

📅 Saturday, October 10th

📍 Harris Pavilion | 9201 Center Street, Manassas, VA

🕣 Registration: 8:30 AM

💜 Opening Ceremony: 9:30 AM

🚶 Walk Begins: 10:00 AM

If you’re looking for a meaningful way to spend your Saturday morning, I encourage you to come out, walk alongside us, and support a cause that touches so many lives.

I’ll be walking for my uncle, for the memories that live on, and for a future where no family has to experience the heartbreak of Alzheimer’s. 💜