Edward Jones - Financial Advisor: Maggie Klein

Edward Jones - Financial Advisor: Maggie Klein We limit our practice to partnering with South Orange County individuals and families and referrals from existing clients. The process for meeting is simple.

When looking for a professional to help you design a personalized plan, it is important to have someone knowledgeable who prioritizes your goals and understands the area you live in. At our branch, I am fortunate to partner with Senior Branch Office Administrator, Angie Kneale, who has been with Edward Jones since 2017 and manages the day-to-day office needs. At our branch, our focus is helping wi

th organizing, building, protecting and transferring wealth based on your personalized goals and complex needs. Before we get together, I will give you homework to get you thinking about where we can lend assistance. Then, you are invited you into the office or to meet via web conference. Together, we'll review your goals and ask pointed questions to help understand where you currently stand to reach them. My job is then to inform you if we are the best fit to help or if one of our colleagues will better suit your needs and help you achieve your goals. Edward Jones has several options to choose from that vary in terms of involvement, cost and flexibility. If you are comfortable and happy with our process and account types, we will invite you to be a part of our Edward Jones family on Coast Highway. Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC

My husband, Michael, and I love being a part of the South Orange County community. We relocated in 2021 from the Bay Area and currently live in San Clemente with our two mini Sheepadoodles, Scout and Scuba. We enjoy the beach, urban hiking, pickleball and cheering for the Golden State Warriors, Sacramento Kings and Iowa State. Locally, I am involved in the Laguna Beach Rotary and Queen Bees of Laguna Niguel, and I am passionate about raising awareness for Parkinson's Disease.
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After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driv...
06/08/2026

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driven inflation have meaningfully shifted the outlook toward potential policy tightening — creating a more complex backdrop for equities and fixed income alike. Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/3Q9uant

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an ac...
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As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an accelerating AI investment and robust corporate profit growth, reinforcing the constructive case for equities. However, elevated inflation may keep rate cuts off the table and limit near-term progress in bond markets.

Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4vnl2e1

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain thei...
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Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain their recent momentum. Senior Global Investment Strategist Angelo Kourkafas provides insights into why yields are rising, why today’s inflation backdrop differs from 2022, and what higher rates may mean for portfolios in the latest Weekly Market Wrap.

https://bit.ly/4dvYjXb

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment ...
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As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment Strategist Mona Mahajan explains why fundamentals and staying invested still matter more than seasonality in our Weekly Market Wrap.

https://bit.ly/4dgOgFj

Despite ongoing geopolitical noise, markets have increasingly refocused on underlying fundamentals. Strong corporate ear...
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Despite ongoing geopolitical noise, markets have increasingly refocused on underlying fundamentals. Strong corporate earnings, a resilient economy and solid labor market data have helped drive equities to new record highs.

Senior Economist James McCann outlines three key trends to watch in the latest Weekly Market Wrap.

https://bit.ly/4eFZep2

Markets are pushing higher despite geopolitical and energy uncertainty. So what’s driving the momentum?Senior Global Inv...
05/04/2026

Markets are pushing higher despite geopolitical and energy uncertainty. So what’s driving the momentum?

Senior Global Investment Strategist Angelo Kourkafas breaks down how strong corporate earnings, continued AI investment and a resilient consumer and economy are supporting markets in the latest Weekly Market Wrap.

https://bit.ly/4urdiqL

After navigating recent geopolitical shocks, markets are showing notable resilience as investors refocus on economic fun...
04/27/2026

After navigating recent geopolitical shocks, markets are showing notable resilience as investors refocus on economic fundamentals and corporate earnings. From developments in the Middle East to expectations around a potential Fed leadership change and a busy earnings season, Senior Economist James McCann outlines what investors should be on the lookout for in the latest Weekly Market Wrap.

https://bit.ly/3QyB9q1

Markets have rapidly priced out worst-case risks, with easing oil pressures, stabilizing interest rates and resilient ea...
04/20/2026

Markets have rapidly priced out worst-case risks, with easing oil pressures, stabilizing interest rates and resilient earnings fueling one of the fastest rebounds to new highs on record.

In this week’s Weekly Market Wrap, Senior Global Investment Strategist Angelo Kourkafas examines whether the optimism is justified, and where markets may go from here.

https://bit.ly/4tqJhrc

As markets navigate recent market volatility and weigh the potential duration of oil supply disruptions, underlying U.S....
04/06/2026

As markets navigate recent market volatility and weigh the potential duration of oil supply disruptions, underlying U.S. economic fundamentals remain encouraging. For long-term investors, now is not the time to make emotionally charged investment decisions but rather consider a simple pulse check on your portfolio.

Mona Mahajan, Senior Investment Strategist, explains in our Weekly Market Wrap.

https://bit.ly/4tqlqY7

While day-to-day headlines about geopolitical tensions continue to drive market swings, the underlying economic fundamen...
03/30/2026

While day-to-day headlines about geopolitical tensions continue to drive market swings, the underlying economic fundamentals remain resilient. For long-term investors, maintaining a diversified portfolio and staying the course often proves more effective than reacting to short-term volatility.

Our Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4s5B22l

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