Edward Jones Financial Advisor: Joe Whitfield

03/30/2026

While day-to-day headlines about geopolitical tensions continue to drive market swings, the underlying economic fundamentals remain resilient. For long-term investors, maintaining a diversified portfolio and staying the course often proves more effective than reacting to short-term volatility.

Our Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4s47wKi

03/23/2026

The recent surge in oil prices has created significant market volatility and put the Federal Reserve in a challenging position as it balances inflation concerns with economic growth. However, today's economy is more resilient than during past energy crises, with energy representing a smaller share of consumer spending.

Angelo Kourkafas, Senior Global Investment Strategist, explains what high oil prices could mean for investors in our Weekly Market Wrap.

https://bit.ly/4t8V78Z

03/16/2026

Markets have been volatile recently, with geopolitical uncertainty driving oil prices higher and putting downward pressure on global stocks. Despite these challenges, the long-term outlook remains constructive.

Investment Strategy Analyst Brock Weimer explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/47wNH6U

03/09/2026

Markets faced a “perfect storm” last week as geopolitical tensions and softer labor data drove renewed volatility. Even so, the broader signals from U.S. and global activity suggest a solid foundation, offering long-term investors valuable perspective as markets absorb short term shocks.

More in our Weekly Market Wrap: https://bit.ly/4ssRzOi

03/03/2026

March is Women’s History Month. Join us in celebrating the many extraordinary women throughout history and their achievements—then and now.

03/02/2026

If you’re among the tax filers receiving a refund this year, how can you make the most of it? Here are four tips to help get you started.

If you receive a tax refund this year, you can make it work for you — helping build more financial stability and helping you create a more secure future.www.edwardjones.com/us-en

02/23/2026

The U.S. Supreme Court struck down the administration's sweeping global tariffs, lifting the overhang that had been weighing on financial markets. Mona Mahajan, Principal, Head of Investment Strategy, explains what this could mean for investors.

https://bit.ly/40pTDdR

02/21/2026

We’re honored to be recognized as Fortune’s World's Most Admired Companies.

This recognition reflects what matters to us most. The relationships we build, the trust our clients place in us, and the people who make this work meaningful. It speaks to a long-term way of working that’s grounded in the everyday and shaped by how we serve the people and communities we work with.

We’re proud of the work we do and even more proud of the people behind it.

Disclosure: 2026 Fortune World's Most Admired Companies list published January 2026, in partnership with Korn Ferry, data as of November 2025. Compensation provided for using, not obtaining, the rating.

https://bit.ly/4aOOXTR

02/19/2026

Gold had a banner year in 2025. However, in our view, the case for gold is not about seeking above-average returns, but rather its diversification and stability benefits. We break down what gold’s surge could mean for investors.

If you’re curious about how precious metals could potentially fit into broader investment approaches, let’s chat.

In this report, we present our views on the role of gold in a portfolio following its recent surge.

02/17/2026

Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents can help you determine how to address your unique needs. Here's what you should know.

A comprehensive estate plan involves multiple documents, but two key ones include a will and a living trust. It’s important to understand how these documents differ.www.edwardjones.com/us-en

02/17/2026

Last week was action-packed – containing a flurry of economic data, bouts of market volatility, and rising AI concerns. Our Weekly Market Wrap digs into all: https://bit.ly/40gpgqe

02/14/2026

On this Valentine's Day, we hope you're able to spend time with the people who matter most to you. We look forward to deepening our connection with you so you can feel confident that your financial strategy is connected to a life you love. Happy Valentine's Day.