Edward Jones-Financial Advisor: Georgiana Bowman Bircher

08/10/2026

Not sure how to start your journey toward the financial goals you want to achieve? Check out these 10 investing “rules of the road” that can help you get moving in the right direction.

Tips for reaching your goals

08/10/2026

The S&P 500 reached new highs as several key market headwinds began to ease. While record levels can make investors hesitant, history suggests that all-time highs have often been followed by continued gains, with long-term returns comparable to, or even better than, investing on a typical trading day.*

Angelo Kourkafas, Sr. Global Investment Strategist, shares his perspective on the forces driving markets higher and the implications for investors in the latest Weekly Market Wrap.



https://bit.ly/4c0oBQj

*Past performance does not guarantee future results.

08/09/2026

If you'll soon retire, or recently have, market volatility may feel especially unsettling. And that’s understandable because at this point in your life, market downturns can have an outsized impact on your financial security.

That’s why now is a good time to stress-test your retirement income.

First, start by confirming how much you rely on your portfolio for income and how a market drop may affect your short-term needs.

Then consider whether you have enough in an emergency fund to help you through. Three to six months’ worth of essential expenses is a standard rule of thumb.

And think about where you could adjust your spending, and if you need to reduce your exposure to riskier assets such as stocks.

If you’d like help stress-testing your retirement income plan, I can help you evaluate your options and stay focused on your long-term goals, even when the markets are anything but steady.

Content provided by Edward Jones

08/08/2026

This season is about independence and reflection. A clearer financial picture can help you move forward with confidence, whatever your next step looks like.

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The creditor and issuer of this credit card is U.S. Bank National Association, pursuant to a license from Mastercard International Incorporated. Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated.

08/07/2026

Your financial strategy should reflect your goals—both financial and nonfinancial. Whether your personal beliefs, family priorities or long-term aspirations guide your thinking, a personalized financial strategy can help ensure your strategy reflects your values. Let’s connect to explore what this could look like for you.

08/06/2026

If you’re retired or nearing RMD age, your withdrawal strategy matters more than you might think. From qualified charitable distributions to thoughtful Roth conversion planning, there may be ways to better manage required withdrawals and their tax impact.

During your working years, you likely built much of your retirement savings in tax-advantaged accounts such as a 401(k) or a traditional IRA.www.edwardjones.com/us-en

08/05/2026

Planning for Medicare? Don't forget that your health needs will change as you age. The coverage you choose now should work for you years down the road too. We break down Medicare's two options and help you think through what matters most.

As you approach 65, you’re likely thinking about the next chapter — travel plans, new hobbies and time with loved ones.www.edwardjones.com/us-en

08/04/2026

While market volatility in 2026 increased risk and dominated headlines, history suggests that periods of uncertainty have tended to be temporary, often creating attractive opportunities for disciplined long term investors.

Here are a few steps investors can consider to help navigate market volatility with greater confidence.

The first half of the year is a reminder that market volatility is often triggered by external shocks with broad economic implications.www.edwardjones.com/us-en

08/03/2026

The Federal Reserve held rates steady as earnings from four Magnificent 7 companies led to mixed market reactions, suggesting that investors increasingly want evidence that AI spending is translating into durable revenue and earnings growth. While interest rates may remain higher for longer, resilient economic growth, strong corporate earnings and broader participation across sectors continues to support equities.

Brian Therien, Investment Strategist, explains what this means and how this could impact investors in the latest Weekly Market Wrap.



https://bit.ly/3ScR7Hs

08/03/2026

Summer is often a time to slow down — and it can also be a great opportunity to check in on your retirement plans. Whether you’re building savings or already retired, a quick review can help ensure your strategy still aligns with your goals. If you’ve been meaning to take a closer look, this season may be the right time to start the conversation.

With summer underway and the year at its midpoint, it can be a helpful moment to step back and revisit your progress toward what is likely one of your most important financial goals — your retirement. www.edwardjones.com/us-en