Edward Jones - Financial Advisor: Mark L Chalem

04/01/2026

In a CNBC Squawk Box interview, our Principal, Head of Investment Strategy Mona Mahajan discusses the impacts of an oil shock and why the long term fundamentals of the economy still matter.

Watch the full interview: https://cnb.cx/4c2AC6S

This content is for general information purposes only and is not intended to predict or guarantee the future performance of individual securities, market sectors or the markets generally. Opinions expressed are as of the date of this report and are subject to change. This material is not directed to any specific investor or potential investor and should not be interpreted as a specific recommendation or investment advice. Investors should make investment decisions based on their unique financial situation.

Past performance of the markets is not a guarantee of future results. Investors should understand the risks involved in owning investments, including interest rate risk, credit risk and market risk. The value of investments will fluctuate and investors can lose some of all of their money. References to specific companies or securities should not be construed as a recommendation to buy or sell the security, nor should it be assumed to be profitable.

03/30/2026

Markets remain on edge as the Iran conflict continues, with stocks moving in the opposite direction of oil prices, highlighting how sensitive investors are to rising geopolitical risk.

Senior Global Investment Strategist Angelo Kourkafas discusses the likely three scenarios on what higher oil prices could mean for the markets.

Watch the full episode: https://bit.ly/4v1suMx

03/27/2026

Our Managing Partner Penny Pennington joined Yahoo Finance to unpack the crosscurrents shaping today’s markets, how our Edward Jones financial advisors are guiding millions of clients through uncertain times and the evolving role of AI in financial services.

Watch the full interview: https://bit.ly/41BazP6

This content is for general information purposes only and is not intended to predict or guarantee the future performance of individual securities, market sectors or the markets generally. Opinions expressed are as of the date of this report and are subject to change. This material is not directed to any specific investor or potential investor and should not be interpreted as a specific recommendation or investment advice. Investors should make investment decisions based on their unique financial situation.

Past performance of the markets is not a guarantee of future results. Investors should understand the risks involved in owning investments, including interest rate risk, credit risk and market risk. The value of investments will fluctuate and investors can lose some of or all of their money. References to specific companies or securities should not be construed as a recommendation to buy or sell the security, nor should it be assumed to be profitable.

03/25/2026

With tax season upon us, now is a good time to evaluate how your Social Security benefits contribute to your overall tax liability.

An older retired couple reviewing their finances on an ipadwww.edwardjones.com/us-en

03/23/2026

Tax season can be a stressful time even without the worry of unintentionally making a filing mistake. Here are five common tax-filing mistakes and what you can do to help avoid them.

Before you file your taxes this year, be sure to avoid these five common tax-filing mistakes.

03/20/2026

One of the drawbacks of some types of retirement accounts is the relatively low contribution limits permitted by the IRS. However, there are tools that can help you save more for retirement while reducing your tax burden in retirement.

Ready to optimize your retirement savings? The mega backdoor Roth guide from Edward Jones covers implementation, tax implications and strategic planning.

03/18/2026

Tax laws are set to change again in 2026, and these updates could have a real impact on your budget, your long‑term savings strategy and even your charitable giving plans. If you’d like to talk about what these updates might mean for your financial goals, I’m here to help.

In the meantime, you can learn more about these changes here: https://bit.ly/4cV0d3D

03/16/2026

You can always work luxury purchases into a plan, but what happens when "living large" starts shrinking your long-term security? Here's how to enjoy today without risking tomorrow.

How to Avoid Going Too Lean—or Too Lavish— With Your Money

03/13/2026

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...

03/11/2026

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.

03/09/2026

The S&P 500 has stalled this year in part due to rising geopolitical tensions, but new market leaders and broader diversification have helped balanced portfolios stay resilient despite the tech pullback. Portfolio Strategist Tom Larm breaks it down in this month’s portfolio brief.

Learn more about portfolio performance, and check out our recommendations for disciplined investors.

03/06/2026

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