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AI-related stocks faced renewed scrutiny last week as investors reassessed the sustainability of the AI investment cycle...
11/02/2026

AI-related stocks faced renewed scrutiny last week as investors reassessed the sustainability of the AI investment cycle, while market leadership broadened to include more defensive sectors. At the same time, the Federal Reserve held interest rates steady, underscoring its continued focus on balancing inflation risks with economic growth.

Brian Therien, Senior Fixed Income Analyst, explores the forces driving the recent market rotation, key risks investors are monitoring, and why diversification remains important in the latest Weekly Market Wrap: https://bit.ly/48vlops

I believe that part of raising kids who will grow into amazing adults is to make sure they understand what it's like to ...
10/28/2026

I believe that part of raising kids who will grow into amazing adults is to make sure they understand what it's like to try hard - to work for things they want, and to be willing to try their best even in the face of failure.

You can't succeed if you don't try!

Well let me tell you what - I am so proud of BOTH kids for an amazing biking season. This sport required both kids to work really hard and push through discomfort.

They learned so much - they know now just how capable they are!
Proud Mama. 🙂

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/4eX9pEL


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

As a financial advisor, I've seen firsthand how caregiving can create complex financial decisions for families. Business...
10/26/2026

As a financial advisor, I've seen firsthand how caregiving can create complex financial decisions for families. Business Insider explores Edward Jones research with Age Wave and The Harris Poll on the "generosity paradox" many caregivers experience as they support loved ones financially while striving to protect their own long-term financial security.

If caregiving is part of your journey now or may be in the future, I'd welcome the opportunity to help you plan for it.

Read the full Business Insider article: https://bit.ly/4yGOxbQ

Download the Financial Impact of Caregiving report: https://bit.ly/4Bs66z8



Source: Edward Jones and Harris Poll, in partnership with Age Wave, 2026.

Stay up to date with the latest developments, trends and daily insights on the market.
10/22/2026

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.

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/4iv0H2E

Big weekend for Aiden and me.Our FIRST UT game and what a game it was!!!!Yes- we did end up down on the field. I figured...
10/19/2026

Big weekend for Aiden and me.
Our FIRST UT game and what a game it was!!!!

Yes- we did end up down on the field. I figured - we had to do ALL the things since it was our first (and maybe only) oppportunity!

Fall Break 2026 is in the books!  We ventured across our lovely state of TN into Arkansas - to Bentonville!  Why this to...
10/15/2026

Fall Break 2026 is in the books! We ventured across our lovely state of TN into Arkansas - to Bentonville! Why this town? Not because of Walmart, but because the town is known for its creative and family friendly mountain biking trails!

On the way home, Aiden was determined that we stop in to see the Bass Pro Shop in Memphis - which is in the shape of a giant pyramid!

Has anyone else been to this pyramid?!?

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/4jj0qB0

Building a portfolio containing an appropriate mix of stocks, bonds and other investments based on your goals and risk t...
10/11/2026

Building a portfolio containing an appropriate mix of stocks, bonds and other investments based on your goals and risk tolerance can help you withstand periods of market uncertainty.

When you’re retired, you may feel especially vulnerable to market volatility. But making just a few moves may better help you cope with it.

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