Edward Jones-Financial Advisor: Tony Zimmerman

11/03/2026

AI-related stocks faced renewed scrutiny last week as investors reassessed the sustainability of the AI investment cycle, while market leadership broadened to include more defensive sectors. At the same time, the Federal Reserve held interest rates steady, underscoring its continued focus on balancing inflation risks with economic growth.

Brian Therien, Senior Fixed Income Analyst, explores the forces driving the recent market rotation, key risks investors are monitoring, and why diversification remains important in the latest Weekly Market Wrap: https://bit.ly/47Y39ZC

11/02/2026

Interest rates haven’t been this high since 2002 — so what might it mean for you and your family? Senior Economist of Investment Strategy James McCann discusses how the higher interest rates may affect you, risks to avoid and some potential opportunities to look out for.

Watch the full video here: https://bit.ly/4iUywug

11/01/2026

It's possible to put your whole family on the path to financial success and it starts with you. Learn more about how you can create budgeting solutions for you and your family.

Learn more about how you can create budgeting solutions for you and your family. From Edward Jones and EVERFI

10/31/2026

Today's investment decisions fuel independence to retire when you want to. We'll help you prepare for Financial Fitness in Retirement.

Today's investment decisions fuel independence to retire when you want to

10/30/2026

As the Official Wealth Management Partner of the Big 12 Conference®, we know each win is about more than the numbers. The key to being rich is knowing what counts, like time with family, cheering on your team and enjoying the moments that make your personal highlight reel. Reach out to our office today, and let’s find your rich.

The Big 12 Conference, Inc. is not a current Edward Jones client. The Big 12 Conference, Inc. was compensated for this endorsement. See details at edwardjones.com/sports?utm_term=940762&utm_source=facebook&utm_medium=social_media&utm_content=3357141&c3nid=940762_facebook_3357141&c3ch=BranchSocialMedia&EID=MDAwMDAwMTc4MDk4OA%3D%3D.

10/29/2026

Traditions. Rivalries. The friendships you’ve had since that first game. As the Official Wealth Management Partner of the Big 12 Conference®, we know it all matters because we’re invested in what makes you, you. Let’s work together to build a personalized financial strategy that takes it all into account.

The Big 12 Conference, Inc. is not a current Edward Jones client. The Big 12 Conference, Inc. was compensated for this endorsement. See details at edwardjones.com/sports?utm_term=940762&utm_source=facebook&utm_medium=social_media&utm_content=3357143&c3nid=940762_facebook_3357143&c3ch=BranchSocialMedia&EID=MDAwMDAwMTc4MDk4OA%3D%3D.

10/28/2026

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/3U6kFHX

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



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

10/27/2026

What might the recent AI-driven market selloff mean for investors? Edward Jones Senior Global Strategist Angelo Kourkafas joins Bloomberg to unpack the drivers behind the recent market moves, explain what's happening beneath the headlines, and share perspective on maintaining a long-term investment focus amid volatility.

Watch the full conversation: https://bit.ly/47ILNQs

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/4yTLtcQ

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

10/25/2026

Many people assume financial confidence comes with age. In my experience, it's not quite that simple.

New research from Edward Jones and Gallup shows that people across generations share concerns about their financial future. Younger adults are often working to build wealth, while older adults are focused on making their savings last. But both are looking for greater peace of mind about what's ahead.

That's one reason I enjoy helping clients create personalized strategies that align with their goals and priorities, both today and as their needs evolve over time.

Read more from Gallup: https://bit.ly/4jzyb10



Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

Older adults are much more confident than younger adults in managing their current finances. Confidence in managing future finances, however, differs less by age.