Edward Jones - Financial Advisor: Lisa Baker

Edward Jones - Financial Advisor: Lisa Baker ​Edward Jones is a financial-services firm dedicated to serving the needs of individual investors.

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Renewed U.S.-Iran tensions keep geopolitics in focus. However, investor attention remains centered on AI, where strong e...
07/13/2026

Renewed U.S.-Iran tensions keep geopolitics in focus. However, investor attention remains centered on AI, where strong earnings and periodic bouts of volatility continue to shape market leadership and sentiment.

Angelo Kourkafas, Sr. Global Investment Strategist, offers perspective on the recent developments and portfolio positioning for the second half of the year in our Weekly Market Wrap.

https://bit.ly/4bamJUH

As we enter the second half of the year, we're watching three key trends that are likely to shape the economic and marke...
07/06/2026

As we enter the second half of the year, we're watching three key trends that are likely to shape the economic and market outlook: the health of the labor market, the path of oil prices and gas prices at the pump, and the direction of interest rates set by the Federal Reserve.

Our Principal, Head of Investment Strategy Mona Mahajan breaks down these key variables and what they might mean for investors overall: https://bit.ly/4buT8VR

I do more than help you invest — I help you plan. I offer fiduciary, comprehensive financial planning with actionable gu...
07/01/2026

I do more than help you invest — I help you plan. I offer fiduciary, comprehensive financial planning with actionable guidance for your goals, cash flow and legacy. See if it’s right for you.

Discover the power of planning: https://bit.ly/3SVMqSl

How should investors position amid today's competing market forces? Our Senior Economist James McCann dives into the fun...
06/29/2026

How should investors position amid today's competing market forces? Our Senior Economist James McCann dives into the fundamentals and explores what they might mean for portfolios in our latest Weekly Market Wrap: https://bit.ly/4oUdJIJ

Getting this die hard Sooner in a Stilly hat and Cowboys shirt just shows how far she will go for the people she cares a...
06/26/2026

Getting this die hard Sooner in a Stilly hat and Cowboys shirt just shows how far she will go for the people she cares about! After 13 years with Edward Jones, this year, Liz was the recipient of one of the most highly esteemed awards at our firm- The Ted Jones Spirit of Caring award. Voted on by her colleagues, it speaks to the support and care she delivers to those around her. If you are family, friend, a team member, and most importantly, a client, you know how well deserved this award is and the difference she makes for all of us everyday. Congratulations Liz! 🧡

High-interest debt can feel overwhelming, but a clear plan can change that. As a financial advisor, I work with clients ...
06/24/2026

High-interest debt can feel overwhelming, but a clear plan can change that. As a financial advisor, I work with clients to create strategies that fit their lives and their goals. Ready to get started? Let’s talk.

After months of expected interest rate cuts, the Federal Reserve is shifting its focus back to managing inflation. This ...
06/22/2026

After months of expected interest rate cuts, the Federal Reserve is shifting its focus back to managing inflation. This "higher-for-longer" interest rate environment may present compelling opportunities in short-term fixed income, while equities can continue to be supported by strong and broadening earnings growth. Brian Therien, Investment Strategist, explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4aeI2nx

As we celebrate Juneteenth and the emancipation of enslaved Black Americans, may we honor the struggle and progress whil...
06/19/2026

As we celebrate Juneteenth and the emancipation of enslaved Black Americans, may we honor the struggle and progress while uplifting Black voices, achievements and culture.

Many retirees unknowingly make mistakes that can reduce their long‑term financial stability. Explore these practical ste...
06/17/2026

Many retirees unknowingly make mistakes that can reduce their long‑term financial stability. Explore these practical steps to help support a more durable income plan.

8 moves to help protect your retirement incomewww.edwardjones.com/us-en

As the market navigates a tech rotation and highly anticipated public offerings, investors are seeing a shift toward bro...
06/15/2026

As the market navigates a tech rotation and highly anticipated public offerings, investors are seeing a shift toward broader market participation. Angelo Kourkafas, Senior Global Investment Strategist, explains how this could impact investors in our Weekly Market Wrap.

https://bit.ly/448K0Cf

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