Edward Jones - Financial Advisor: Jay Schwartz

03/26/2026

Geopolitical flare ups can rattle markets, but history shows their impact often fades fast. Even amid the current Middle East tensions and rising oil prices, today’s strong economic backdrop reinforces one message: stay focused on the long-term, not the headlines. We’re monitoring the latest developments and their potential implications for investors.

The U.S. and Israel launched joint strikes on Iran on February 28, prompting Iran to respond with counterattacks across multiple Middle Eastern cities. Iran is a meaningful oil producer, the fourth largest within OPEC, accounting for roughly 4% of global oil supplies, with about 80% of its exports g...

03/05/2026

Choosing someone to carry out your wishes when you are unable is an important decision. Before you appoint anyone, take these factors into consideration.

Choosing a trustee or executor? 6 key questions to askwww.edwardjones.com/us-en

03/05/2026

In times of geopolitical tension, the headlines can feel overwhelming — but market history tells a more measured story.

Our Senior Global Strategist Angelo Kourkafas shares "do’s" and "don’ts" to help investors stay focused on what actually drives long-term outcomes.

03/05/2026

Giant tech companies have been runway market leaders. However, 2026 has been a different story. With the Magnificent Seven lagging the pack, Senior Economist, James McCann takes a broad look across the market to uncover opportunities.

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...

02/23/2026

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.

02/05/2026

Kevin Warsh — Federal Reserve Board member from 2006-2011 — has been nominated by President Trump to succeed Jerome Powell as Fed Chair. We break down what the news might mean for investors.

Kevin Warsh — Federal Reserve Board member from 2006-2011 — has been nominated by President Trump to succeed Jerome Powell as Fed chair. Warsh likely represents a dovish shift on interest rates versus Chair Powell, though his influence should be tempered by the Fed's design.

11/13/2025

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

11/13/2025

Given the growth in the stock market throughout 2025, you may receive larger capital gain distributions from your mutual funds. Learn what this means for you, and how it might impact your tax return.

07/31/2025

While many people choose a family member to carry out their estate plan, that’s not the only option. There are many benefits to appointing a professional co-trustee. Here are six questions to ask yourself before you make a decision about who will serve as trustee or personal representative.

Learn more about whether a corporate trustee is the right choice for your needs and goals.

07/31/2025

Your employer’s life insurance policy can serve as a valuable safety net if something were to happen to you. But is life insurance through work enough? What happens if you lose your job? Here are some factors to consider.

Your employer’s life insurance policy can serve as a valuable safety net if something were to happen to you, but will it cover all of your needs?

12/16/2024

We believe in forming a true partnership where we care as much about WHY you're investing as WHAT you choose to invest in. This personalized approach to investing helps set us apart. Let's schedule time to figure out how I can help you build the future YOU want to see.

Let’s build yours together.