Edward Jones - Financial Advisor: Sean Dunn

Edward Jones - Financial Advisor: Sean Dunn Financial Strategies, Retirement Strategies, Small Business Owners, Individual Investors

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11/28/2024

Happy Thanksgiving! Many blessings to you and your families!

Between a barrage of corporate earnings, the first quarter GDP report, and the release of the Fed's preferred measure of...
04/29/2024

Between a barrage of corporate earnings, the first quarter GDP report, and the release of the Fed's preferred measure of inflation, investors had plenty to digest as markets continue navigate a bumpy start to the second quarter.

While new data flooded in, the narrative stayed largely unchanged in our view, and stocks recovered some of the April losses on the back of strength from tech.

We offer our take on last week's developments along with portfolio implications.

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

Unhappy with your tax bill this year? Here are 3 things you can do now to help reduce your future tax burden.
04/23/2024

Unhappy with your tax bill this year? Here are 3 things you can do now to help reduce your future tax burden.

3 things you can do now to help reduce your future tax bill

After a 25% run higher in the S&P 500 over the past six months, the tone in the markets in recent weeks seems to have sh...
04/22/2024

After a 25% run higher in the S&P 500 over the past six months, the tone in the markets in recent weeks seems to have shifted. In our view, volatility has been sparked by a trifecta of recent data and news flow.

We share our take on three drivers of the recent market pullback in our latest Weekly Market Wrap.

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

Springtime brings warmer temperatures and more sunshine — and is a popular time for deep cleaning. Sign up for Online Ac...
04/18/2024

Springtime brings warmer temperatures and more sunshine — and is a popular time for deep cleaning. Sign up for Online Access today to cut down on paper clutter and easily access your account information.

This site is designed for U.S. residents. The services offered within this site are available exclusively through our U.S. financial advisors. Edward Jones' U.S. financial advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all...

Did you receive a tax refund this year? If so, you may want to consider using your refund to help you achieve your finan...
04/17/2024

Did you receive a tax refund this year? If so, you may want to consider using your refund to help you achieve your financial goals. Here's how.

Receiving a tax refund? Consider these options on how to use the money received.

Along with last week's solar eclipse came another seemingly rare event: the stock market turned lower, with hotter-than-...
04/15/2024

Along with last week's solar eclipse came another seemingly rare event: the stock market turned lower, with hotter-than-expected inflation data eclipsing the enthusiasm around upcoming Fed rate cuts.

Although we've been of the view that the recent sharp market rally will eventually need to blink, more broadly, we still think there's a good case for investors to look up.

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

Employment conditions plus inflation trends equals Fed interest rate decisions. This is the calculus that has been guidi...
04/08/2024

Employment conditions plus inflation trends equals Fed interest rate decisions. This is the calculus that has been guiding market performance for the past two years.

The first variable in that equation was in full focus last week as the latest jobs report provided a fresh look at the state of the labor market. While the better-than-expected results showed that the economy remains in good health, markets will continue to do the math on what this means for upcoming Fed actions.

In our latest Weekly Market Wrap, we offer our take on the implications for markets as we advance.

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

The last time the Fed achieved a soft landing was in 1995 when a successful pivot to rate cuts supported the start of a ...
04/01/2024

The last time the Fed achieved a soft landing was in 1995 when a successful pivot to rate cuts supported the start of a multi-year rally. Today, investors are hoping to achieve a similar outcome as most central banks are eyeing the start of rate cuts in the months ahead.

In our latest Weekly Market Wrap, we examine the similarities and differences in the macroeconomic backdrop between now and the mid-'90s and offer our views of where the opportunities lie.

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

Tired of waiting for tax forms to arrive via snail mail each year? Go paperless to help simplify your life, not to menti...
03/26/2024

Tired of waiting for tax forms to arrive via snail mail each year? Go paperless to help simplify your life, not to mention eliminate more paper waste. Online Access allows you to conveniently view, download and share your documents with your tax professional in a few easy steps.

Reduce paper mail and easily access your important account documents with electronic documents in Online Access.

Last week, the Federal Reserve held its March Federal Open Market Committee (FOMC) meeting and press conference and also...
03/25/2024

Last week, the Federal Reserve held its March Federal Open Market Committee (FOMC) meeting and press conference and also released an updated set of economic projections. We share our takeaways in our latest Weekly Market Wrap.

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

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