Edward Jones - Financial Advisor: Jim Engelman

09/02/2026

The Katy Trail reflects the enduring legacy of Ted and Pat Jones and their commitment to creating lasting impact.

As an Edward Jones financial advisor, I'm honored to carry that spirit forward by helping clients identify what's most important to them and build plans that align with their goals, values and legacy.

If you're thinking about the legacy you'd like to create for your family, your community or the causes you care about, I'd welcome the opportunity to connect.

09/01/2026

Ted and Pat Jones' legacy extend far beyond the Katy Trail. Their commitment to serving others lives on through the work we do every day.

As a financial advisor, I have the privilege of helping clients define what matters most to them. Whether those goals involve family, charitable giving, business succession or creating a lasting legacy, every conversation begins with understanding what's important to the people I serve.

If you're ready to define what's most important to you and build a plan around it, feel free to reach out.

08/31/2026

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided greater clarity on the Fed's inflation-fighting priorities. Despite seasonal headwinds, the fundamental backdrop for equities remains constructive.

Angelo Kourkafas, Sr. Global Investment Strategist, discusses the latest developments in AI, Fed policy, and markets in this week's Weekly Market Wrap.



https://bit.ly/4h1R4YD

08/31/2026

2026 has been a very eventful year so far, and it’s only half over. Senior Global Investment Strategist Angelo Kourkafas discusses the financial outlook and five key views for the rest of 2026.

Watch the full episode: https://bit.ly/3SjMHyP

08/30/2026

Stay connected to your financial advisor and goals, all in one secure location.

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08/29/2026

One thing I've learned from working with clients is that people's experiences with today's economy can look very different.

While headlines and economic data provide important context, the conversations I'm having often reveal a more personal perspective on financial confidence, concern and opportunity.

That's why I found the insights in Edward Jones' Pulse of North America series so valuable.

🔍 In this discussion, Edward Jones Senior Economist James McCann and Financial Advisor Daniel Klug explore the K-shaped economy and the different ways households are experiencing the current environment.

📊 Among the findings from research conducted in partnership with Gallup:
• 8 in 10 Americans report some level of financial stress or uncertainty.
• More than half fall in the "conflicted middle" – making financial progress while remaining concerned about what's ahead.

▶️ Watch the full conversation: https://bit.ly/3ShfV1h

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

08/28/2026

Travel plans don’t always follow a straight line. Flights change. Schedules shift. Expenses add up.

When your everyday spending and long-term goals are viewed together, it can be easier to make decisions along the way, while keeping your path clearly in view.

Simplify your financial life with Edward Jones®️ Everyday Solutions Checking and Credit Cards, powered by U.S. Bank®️.

Learn more here: https://bit.ly/4d6RWZz

The creditor and issuer of this credit card is U.S. Bank National Association, pursuant to a license from Mastercard International Incorporated. Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated.

08/24/2026

Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withstand elevated rates. Despite the potential for seasonal volatility, resilient economic activity and strong corporate earnings support a constructive backdrop for equities.

Investment Strategist Brock Weimer explains what’s behind the move higher in long-term yields in the latest Weekly Market Wrap.



https://bit.ly/4zHTl2H

08/23/2026

Big wins often start with smart planning. Whether you’re in your rookie season or nearing retirement, a thoughtful game plan can help you work toward what matters most.

Edward Jones is proud to be the Official Wealth Management Partner of Carolina Basketball. This legendary program knows the importance of teamwork and planning for what’s ahead. And so do we. Let’s build a financial strategy that works for your life.

Learfield Sports, LLC and the University of North Carolina at Chapel Hill are not current clients of Edward Jones. These entities were compensated for these endorsements. For more information, visit https://bit.ly/4yhU895.

08/22/2026

Our Quarterly Market Outlook looks beyond the headlines to explain recent volatility, economic conditions and opportunities that may matter for long-term investors. As always, I’m here to discuss how this outlook connects with your personal goals.

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