Edward Jones-Financial Advisor: Daniel Finnegan

12/29/2025

We highlight four themes that shaped 2025 and outline actions to help investors prepare for the year ahead: https://bit.ly/4qy8Zbn

12/29/2025

After an eventful 2025, we’re looking ahead at a new year of potential positive returns and risks.

Senior Global Investment Strategist Angelo Kourkafas discusses our four key views for 2026 and actions investors can so they’re ready if the market’s resilience is tested.

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...

12/26/2025

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

12/25/2025

May you experience the good news of Christmas and that you're filled with glad tidings and joy. Wishing you a merry Christmas filled with love and wonder.

12/22/2025

Retiring early or switching careers? You might be able to access your retirement savings penalty-free—yes, even before 59½.

You generally can’t tap retirement accounts early―unless you qualify for one of the exceptions.

12/22/2025

2025 may be ending with some noisy market headlines, but the outlook for 2026 is looking brighter. Inflation is cooling, the job market is starting to stabilize and the Fed could start easing rates — creating opportunities beyond the big tech names.

Investment strategist Angelo Kourkafas outlines what this could mean for investors in our Weekly Market Wrap:

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

12/19/2025

If you’re in your 30s or 40s with a full life and a mile-long to-do list, it might be time to revisit your financial strategy. This chapter is all about building a future you want to live in, and I’m here to help you get there.

Life seems to speed up and money decisions get more layered when you reach your 30s and 40s. Learn what financial strategies are necessary tools during this time in your life.www.edwardjones.com/us-en

12/17/2025

The only constant in life is change — well, that and taxes. And while there's not much you can do about taxes, you can manage change by keeping your estate plan up-to-date. In general, reviewing your estate plan every three to five years and after one of these five major life events can help prevent your assets from falling into the wrong hands after your passing.

When life changes, your estate plan may need to change too. We recommend reviewing your estate plan when these life events occur.www.edwardjones.com/us-en

12/15/2025

With the year almost over, investors may have some trouble reconciling the seeming contradiction between the gloomy news cycle and a solid market.

Senior Economist of Investment Strategy James McCann discusses three explanations and how the economic narrative for 2026 could turn out brighter.

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...

12/15/2025

Markets welcomed last week’s Fed meeting—not just for the expected rate cut, but for its optimistic tone on the economy and policy outlook. Looking ahead to 2026, while we think we could be approaching the end of the Fed easing cycle, there still looks to be room for one or two rate cuts.

More on what this could mean for investors in our Weekly Market Wrap:

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

12/12/2025

How much can you withdraw from your portfolio in retirement and not run out of money?

Learn about the 4% rule for retirement withdrawals and why your starting rate may need to be different.www.edwardjones.com/us-en

12/10/2025

You've spent time and resources developing an estate plan. But if your assets aren't titled correctly, even the best strategies can fail.

Asset titling: Don’t let your estate plan unravelwww.edwardjones.com/us-en