Edward Jones-Financial Advisor Gabriel Koch

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We can help you address some of the common financial needs we see among business owners, including retirement plans, pro...
10/28/2026

We can help you address some of the common financial needs we see among business owners, including retirement plans, protecting and growing the business, and exit planning.

Let's build a strategy to help you meet both personal and professional goals.

Here's our business owners hub

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing quest...
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/4e38BOp


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

More than half of Americans feel financially conflicted. But those who feel financially fulfilled? They’re healthier, mo...
10/21/2026

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.

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-ori...
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/4ivkyPe

After a delay from the government shutdown, the Social Security Administration (SSA) announced a 2026 cost-of-living adj...
10/14/2026

After a delay from the government shutdown, the Social Security Administration (SSA) announced a 2026 cost-of-living adjustment (COLA) for Social Security benefits of 2.8%. Our latest Market Pulse covers our recommendations for retirees.

Social Security announces 2026 cost-of-living adjustment for benefits

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previo...
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/4jdYt8V

When faced with market fluctuation, ask yourself: “Are my long-term goals still the same?” If the answer is “yes,” then ...
10/07/2026

When faced with market fluctuation, ask yourself: “Are my long-term goals still the same?” If the answer is “yes,” then why overhaul a financial strategy that’s designed to meet these goals?

Identify your investing goals. When it comes to creating an investment portfolio, it all starts with you and your aspirations.

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consum...
10/05/2026

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consumer spending and growing corporate profits point to an economy that remains on solid footing.

Investment Analyst Brock Weimer shares insights from market history, exploring how stocks have performed following sharp increases in bond yields and what those trends may signal for investors in the latest Weekly Market Wrap: https://bit.ly/4yD2mJs

09/30/2026

While none of us enjoy periods of market volatility, these fluctuations are a normal part of investing, and they can be used as an opportunity to better position your financial strategy for long-term success. Let's discuss strategies that might make sense for your situation.

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