Edward Jones-Financial Advisor: Tony Zimmerman

06/09/2026

What now? That’s the question many investors are asking following a sharp selloff in AI and semiconductor stocks. On Bloomberg’s “The Close,” our Principal, Head of Investment Strategy Mona Mahajan breaks down the key forces shaping the markets – from cooling tech momentum to a rebound in the labor market – and how that may shape investment decisions.

Watch the full interview: https://bit.ly/4upSbFa

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/4uUpZer

06/08/2026

Stay informed while you're away with Online Access. It’s always available for a quick check-in or a deep dive.

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06/07/2026

Whether you’re evaluating shifting roles or exploring a different path, your financial strategy should evolve with you. I’m here to help you see the full picture, from compensation and benefits to long-term planning. Together, we can build a plan that helps you feel confident about your future.

06/06/2026

If you’re navigating a career change, you may have questions about your 401(k), restricted stock or whether your portfolio is overconcentrated. I’m here to help you explore your options.

06/05/2026

Saving for education isn’t one-size-fits-all. From 529 plans to other flexible strategies, there are several ways to help prepare for future education costs — and the right choice depends on your goals.

Learn how different savings approaches can work together: https://bit.ly/4e1MyXl

06/04/2026

06/04/2026

There is an old adage that says, "sell in May and go away." But should investors take that approach this year? Principal, Head of Investment Strategy Mona Mahajan discusses market strategy and what to consider before trying to time the markets.

Watch the full episode: https://bit.ly/4flDU8x

06/03/2026

L.A. is ready for another epic soccer showdown! Just like the world's best teams competing for the cup, reaching your financial goals requires preparation, patience, and the right teammate by your side. Let's make sure you're set up to go the full 90 minutes and beyond.

06/02/2026

The stakes are high and Team USA is fully invested in this next match. But champions aren't made in a single moment—they're built through years of dedication. The same goes for your finances. I’m here to help you go the distance.