Edward Jones-Financial Advisor: Joe Cerullo

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11/03/2026

What might the upcoming U.S. midterm election mean for investors?

While markets can react to election headlines and unexpected outcomes, history reminds us that long-term investing and political predictions don't always go hand in hand.

Our Senior Global Investment Strategist Angelo Kourkafas and Head of Policy, Regulatory and Government Relations Andy Blocker sat down together at the Edward Jones Town Square in Washington, D.C., to discuss why investors may want to focus on their long-term goals instead of short-term political noise, and what past midterm elections can teach us about market performance.

Year-end is often one of the best times to review your financial strategy and identify potential tax-saving opportunitie...
11/02/2026

Year-end is often one of the best times to review your financial strategy and identify potential tax-saving opportunities. Whether you're looking to maximize savings, take advantage of HSA benefits or make charitable gifts, there are several tax-smart moves worth considering before Dec. 31.

5 year-end tax and planning considerations

From equity awards to diversification, I can help you make the most of your executive compensation strategy. Send me a m...
10/30/2026

From equity awards to diversification, I can help you make the most of your executive compensation strategy. Send me a message to schedule a consultation.

Trick or treat! Wishing everyone a safe and spooktacular Halloween.
10/29/2026

Trick or treat! Wishing everyone a safe and spooktacular Halloween.

Traditions. Rivalries. The friendships you’ve had since that first game. As the Official Wealth Management Partner of th...
10/28/2026

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=925422&utm_source=facebook&utm_medium=social_media&utm_content=3357143&c3nid=925422_facebook_3357143&c3ch=BranchSocialMedia&EID=MDAwMDAwMTc0MjE2NA%3D%3D.

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing quest...
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/4suAJjp


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

10/26/2026

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/3UQAeUi

Executive compensation can be complex. I can help you make informed decisions about your financial future — let’s talk a...
10/23/2026

Executive compensation can be complex. I can help you make informed decisions about your financial future — let’s talk about your options.

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That'...
10/21/2026

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That's why I'm proud to share that Edward Jones offers eligible U.S. clients complimentary access to Carefull®, a service designed to help monitor financial activity, identify potential warning signs and provide alerts that can help detect fraud before it happens.

Reach out to get started or click this link to learn more about Carefull: https://bit.ly/4yTptih

For many people, a workplace retirement plan is where their investing journey begins. That's why we're continuing to inv...
10/20/2026

For many people, a workplace retirement plan is where their investing journey begins. That's why we're continuing to invest in workplace retirement solutions that help financial advisors support business owners and employees as they work toward greater financial fulfillment. Learn more: https://bit.ly/4eous2N

With new retirement plan management solution, Edward Jones will equip financial advisors to best serve business owners and their employees.

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