Edward Jones - Financial Advisor: Robert Chung

Edward Jones - Financial Advisor: Robert Chung Financial Advisor ​​Edward Jones is a financial-services firm dedicated to serving the needs of individual investors.

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Interest rate forecasts? They miss the mark more often than you think. Here’s why rate expectations shouldn’t drive your...
01/12/2026

Interest rate forecasts? They miss the mark more often than you think. Here’s why rate expectations shouldn’t drive your investment decisions.

Why relying on rate forecasts can mislead investors—and what to consider instead.

Our investment strategists break down the latest on the health of the U.S. economy, equities, bonds and international ma...
10/27/2025

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.

Planning ahead with an estate strategy, can help you take care of your children and their future.
09/08/2025

Planning ahead with an estate strategy, can help you take care of your children and their future.

Does your estate plan cover your children? Planning ahead with an estate strategy, can help you take care of your children and their future.www.edwardjones.com/us-en

Putting together an estate plan may feel overwhelming, but it doesn't have to be. Follow our checklist to help break the...
04/21/2025

Putting together an estate plan may feel overwhelming, but it doesn't have to be. Follow our checklist to help break the process into smaller, manageable pieces.

A checklist to help you get started

On April 2, President Donald Trump announced the highly anticipated U.S. reciprocal tariff plans under the International...
04/07/2025

On April 2, President Donald Trump announced the highly anticipated U.S. reciprocal tariff plans under the International Emergency Economic Powers Act.

We offer a framework to assess how the announced tariffs could impact economic growth, inflation, central-bank policy and financial markets and provide key financial insights for individuals and business owners.

Tariff announcements drove market volatility in early March

Our Senior Strategist Angelo Kourkafas looks at how tariffs could impact global economic growth, inflation, central bank...
03/10/2025

Our Senior Strategist Angelo Kourkafas looks at how tariffs could impact global economic growth, inflation, central bank policy and financial markets.

Tariff announcements drove market volatility in early March

Avoiding these common mistakes can help improve your chances for achieving your retirement savings goal.
02/17/2025

Avoiding these common mistakes can help improve your chances for achieving your retirement savings goal.

Avoiding these common mistakes can help improve your chances for achieving your retirement savings goal.www.edwardjones.com/us-en

This boost in benefits can help retirees better meet their day-to-day needs as costs increase.
10/14/2024

This boost in benefits can help retirees better meet their day-to-day needs as costs increase.

The Social Security Administration just announced updates to the Social Security cost of living (COLA) adjustments and other updates going into effect in 2025.

What does the Federal Reserve's recent rate-cutting cycle mean for markets and the economy? We discuss the implications ...
09/30/2024

What does the Federal Reserve's recent rate-cutting cycle mean for markets and the economy? We discuss the implications on the broader economy, stock markets and bond markets.

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...

Our Head of Wealth Management Advice & Solutions Lena Haas shared advice for talking about inheritance with loved ones i...
09/23/2024

Our Head of Wealth Management Advice & Solutions Lena Haas shared advice for talking about inheritance with loved ones in a recent Yahoo! Finance interview. Give it a watch and reach out with any questions.

Inheritance planning is a crucial but often overlooked aspect of financial management, with many people feeling uncomfortable discussing it. Edward Jones Principal and Head of Wealth Management Advice & Solutions, Lena Haas, joins Wealth! to share insights on having the important conversation about....

With today’s ever-changing economic environment, certificates of deposit (CDs) can help offer a higher level of security...
09/16/2024

With today’s ever-changing economic environment, certificates of deposit (CDs) can help offer a higher level of security for your savings and income dollars.

You can buy certificates of deposit at your local bank, but Edward Jones may be an even better option.

If you’re interested in supporting a charity and potentially lowering your tax bill in retirement, one strategy to consi...
09/09/2024

If you’re interested in supporting a charity and potentially lowering your tax bill in retirement, one strategy to consider is a qualified charitable distribution.

If you’re interested in supporting a charity and potentially lowering your tax bill, one strategy to consider is a qualified charitable distribution.www.edwardjones.com/us-en

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