Edward Jones-Financial Advisor: David McDonough

11/05/2026

As shared in Fortune, our Managing Partner Penny Pennington discusses an often-overlooked force shaping the future of wealth transfer: the critical role women, particularly eldest daughters, play in supporting family financial decision-making.
As wealth moves between generations, families are navigating financial, logistical, and emotional considerations that extend far beyond investment management.

Read more: https://bit.ly/4AcAZpI

Caregiving is a trillion-dollar industry, and eldest daughters take the brunt of it.

11/03/2026

You're Invited to the Next Meeting of Our Coffee Club.

We'll have a brief presentation on current events in the market and economy followed by an informal discussion.

Date: Friday, November 6th
Time: 9am
Location: Social on Fenwick -- The Roasting Room

11/02/2026

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/4A85gGq

Download the Financial Impact of Caregiving report: https://bit.ly/4A1GKqe



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

10/31/2026

Trick or treat! Wishing everyone a safe and spooktacular Halloween.

10/28/2026

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That's why I'm proud to share that Edward Jones offers eligible U.S. clients complimentary access to Carefull®, a service designed to help monitor financial activity, identify potential warning signs and provide alerts that can help detect fraud before it happens.

Reach out to get started or click this link to learn more about Carefull: https://bit.ly/4zgjuFa

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/4i9GjUL

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

10/23/2026

The recently announced 2027 Social Security cost-of-living adjustment (COLA) may provide added flexibility for some retirees. But understanding how changes to Social Security fit into your overall retirement income strategy is just as important as the increase itself.

If you're thinking about how Social Security, portfolio withdrawals and other income sources work together in retirement, I'm here to help you evaluate your options and create a strategy that aligns with your goals. Click to read more in the article below:

Social Security announces 2027 cost-of-living adjustment for benefits

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/3TQPoIW