Edward Jones - Financial Advisor: Christoph Stadler, MBA, CEPA

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/3ObxUUy

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/4swRxWa

03/18/2026

🚨 𝗦𝘁𝘂𝗱𝗶𝗲𝘀 𝗿𝗲𝗽𝗼𝗿𝘁 𝘁𝗵𝗮𝘁 𝗮𝗹𝗺𝗼𝘀𝘁 𝟴𝟬% 𝗼𝗳 𝗰𝗿𝗲𝗱𝗶𝘁 𝗿𝗲𝗽𝗼𝗿𝘁𝘀 𝗰𝗵𝗲𝗰𝗸𝗲𝗱 𝗰𝗼𝗻𝘁𝗮𝗶𝗻𝗲𝗱 𝗲𝗿𝗿𝗼𝗿𝘀.

Examples of Errors:
⛔ Contained info on another with same name
⛔ Reports differed based on address
⛔ Duplicate info (positive and negative)
⛔ Incorrect public report info (court records & bankruptcy)
⛔ Credit limit errors from credit card issuers

US citizens have 𝗳𝗿𝗲𝗲 𝗮𝗰𝗰𝗲𝘀𝘀 𝘁𝗼 𝗰𝗿𝗲𝗱𝗶𝘁 𝗿𝗲𝗽𝗼𝗿𝘁𝘀 through

www.annualcreditreport.com

➡️ Download all 3 credit reports in just 4 mins.

ACR Home Page

03/17/2026

➡️ 𝗘𝗺𝗽𝗹𝗼𝘆𝗲𝗲 𝗦𝘁𝗼𝗰𝗸 𝗢𝘄𝗻𝗲𝗿𝘀𝗵𝗶𝗽 𝗣𝗹𝗮𝗻 (𝗘𝗦𝗢𝗣): 𝗔 𝘁𝗮𝘅-𝗲𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝘁 𝗽𝗮𝘁𝗵 𝘁𝗼 𝗹𝗶𝗾𝘂𝗶𝗱𝗶𝘁𝘆 𝗮𝗻𝗱 𝗹𝗲𝗴𝗮𝗰𝘆.

When you’re ready to sell your business, you’ll want to do it in a way that aligns with your financial and lifestyle objectives.

An exit plan can help identify and meet those goals.

While there are several exit plan options, this report will focus on an 𝗲𝗺𝗽𝗹𝗼𝘆𝗲𝗲 𝘀𝘁𝗼𝗰𝗸 𝗼𝘄𝗻𝗲𝗿𝘀𝗵𝗶𝗽 𝗽𝗹𝗮𝗻 (𝗘𝗦𝗢𝗣).

An ESOP is a strategy for transferring ownership to employees that:

✅ May help meet your goals for both the transaction and life after the sale
✅ Could provide significant tax benefits to the owner and company
✅ May help ensure continuity of the business and continued employment for your employees

📩 PM me for the full pdf report.

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/4dkYhSc

03/14/2026

𝗦𝗺𝗮𝗹𝗹 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗢𝘄𝗻𝗲𝗿𝘀 🚀 𝗧𝗵𝗶𝘀 𝗢𝗻𝗲’𝘀 𝗣𝗲𝗿𝘀𝗼𝗻𝗮𝗹

I've encountered many small business owners who’ve poured years into building something meaningful—yet haven’t had time to plan what happens next.

Succession planning doesn’t have to be complicated, but it does need to be intentional to protect your family, employees, and the business you’ve worked so hard to grow.

The challenges encountered by business owners in succession planning can vary according to the size of the business:

➡️ Owners with fewer than 10 employees or revenue less than $1 million often express heightened levels of unpreparedness when considering business succession planning.

➡️ Larger enterprises tend to face more concerns about financial and legal aspects.

Selling a business and planning for life after the deal can feel overwhelming, as it affects everything from day-to-day routines and professional identity to family priorities and personal legacy.

With thoughtful preparation, strategic guidance, and the right support, however, a business sale can become a powerful turning point—opening the door to new opportunities, financial security, and a legacy that endures.

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/4s210EJ

02/26/2026

𝗦𝗮𝘃𝗲 𝘁𝗵𝗲 𝗗𝗮𝘁𝗲 🚨 𝗝𝗼𝗶𝗻 𝗠𝗲 𝗳𝗼𝗿 𝗮 𝗟𝘂𝗻𝗰𝗵 & 𝗟𝗲𝗮𝗿𝗻 𝗼𝗻 𝗘𝘅𝗶𝘁 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴

For many business owners, 𝟴𝟬–𝟵𝟬% of their net worth is tied up in their company—yet 𝟖𝟎% of businesses that go to market don’t sell, and half of all exits happen involuntarily due to unexpected events.

That’s why having a clear, well‑structured exit plan isn’t optional… 𝗶𝘁’𝘀 𝗲𝘀𝘀𝗲𝗻𝘁𝗶𝗮𝗹.

During the Lunch & Learn where I’ll break down:
✅ What exit planning really involves
✅ The key drivers behind a strong business valuation
✅ How I coordinate the team of professionals involved in a successful exit
✅ The full menu of potential exit options
✅ Why owner and business readiness before signing the LOI is critical
✅ How to build a long‑term wealth plan for life after the deal

If you want to learn how to take control of your future—and your business’s future—this session is for you.

📅 𝗙𝗿𝗶𝗱𝗮𝘆, 𝗠𝗮𝗿𝗰𝗵 𝟲 𝗮𝘁 𝟭𝟮𝗽𝗺 𝗘𝗦𝗧
🕛 Lunch & Learn
💡 Practical insights. Actionable first steps.

Look out for the invite. Hope to see you there!

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/476SU53

02/20/2026

➡️ 𝟳𝟬% 𝘁𝗼 𝟴𝟬% 𝗼𝗳 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀𝗲𝘀 𝗽𝘂𝘁 𝗼𝗻 𝘁𝗵𝗲 𝗺𝗮𝗿𝗸𝗲𝘁 𝗱𝗼𝗻'𝘁 𝘀𝗲𝗹𝗹 —usually for reasons that could’ve been avoided with a little early prep.

And about half of all business exits are involuntary due to unexpected circumstances.

💡Read more and avoid common pitfalls.

https://www.linkedin.com/pulse/planning-your-business-exit-start-end-mind-christoph-stadler-mba-u1e2e

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/4alqdDI

02/17/2026

➡️ 𝗪𝗵𝗮𝘁’𝘀 𝘁𝗵𝗲 𝗥𝗲𝗮𝗹 𝗥𝗲𝘁𝘂𝗿𝗻 𝗼𝗻 𝟭𝟮-𝗠𝗼𝗻𝘁𝗵 𝗖𝗗𝘀?

After you factor in taxes and inflation, 12-month CDs have rarely offered a positive real return. 👇