Edward Jones - Financial Advisor: Lisa Baker

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Edward Jones - Financial Advisor: Lisa Baker

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11/03/2026

With the 2026 midterm elections approaching, investors are once again asking what politics may mean for markets and whether the elections have the potential to disrupt this year's positive momentum. Here's what history says – and what's different this time:

With the 2026 midterm elections approaching, investors are once again asking what politics may mean for markets and whether the elections have the potential to disrupt this year's positive momentum. History suggests that elections often create short-term uncertainty, but they have rarely been the pr...

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/3TVeIxu

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

10/19/2026

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-oriented and more defensive sectors amid concerns about rates, debt levels and growth expectations.

Mona Mahajan, Head of Investment Strategy, shares her perspective on what's driving the recent market rotation, why the broader fundamental backdrop remains constructive, and what it could mean for investors in the latest Weekly Market Wrap: https://bit.ly/4eBzadx

10/16/2026

Meet Jillian! She'll be helping us out around the branch, so please be nice and give her a warm welcome!

My name is Jillian Surface. I'm from Owasso, Oklahoma. I moved to Norman recently to start on a masters program in economics at OU. I've worked with Edward Jones for the past three years helping out other branches and have been helping Lisa and Liz out at the office for about a month.

I'm a big animal lover and grew up fostering dogs. I have a German shepherd named Ozzy, whom I adore!

I also enjoy reading, and am a big fan of all things Marvel!

I love to chat and meet new people; can't wait to meet you all!

10/12/2026

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previous ones, and does it still have room to run?

Angelo Kourkafas, Senior Global Investment Strategist, shares his perspective on what's helping sustain this bull market and what investors should watch next in the latest Weekly Market Wrap: https://bit.ly/4yltU55

10/09/2026

My turn to brag!

Lisa posted earlier this year about how I was lucky to be a recipient for one of our firms most esteemed awards, the Ted Jones Spirit of Caring. I'm happy to share that Lisa was also awarded it this year! It's a rare honor for it to be two people from the same branch at the same time. I'm so happy to be able to share it with her, it makes it mean that much more.

It's awarded based on peer voting to those who go above and beyond for those around them. If you know Lisa, you know she cares so much for those around her. Always willing to lend a hand, or an ear, with endless encouragement and support. And maybe a kick in the pants when needed. She's one of the best people you can have in your corner. I'm glad others can recognize that too.

Cheers to Lisa! And thanks for letting me be your partner in all of it!

-Liz

10/05/2026

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consumer spending and growing corporate profits point to an economy that remains on solid footing.

Investment Analyst Brock Weimer shares insights from market history, exploring how stocks have performed following sharp increases in bond yields and what those trends may signal for investors in the latest Weekly Market Wrap: https://bit.ly/4zcLj0m

09/28/2026

Bond yields recently climbed to their highest levels in decades as investors weighed sticky inflation, booming AI investment and robust economic growth. In this evolving environment, higher interest rates are creating new opportunities in fixed income while shifting market leadership across equities.

Senior Economist James McCann shares his perspective on how investors can navigate today's higher-rate environment in the latest Weekly Market Wrap: https://bit.ly/4hm0LQw

09/22/2026

The Fed raised interest rates for the first time in three years, as widely expected. While the announcement prompted an initial market reaction, resilient economic growth, strong corporate earnings and continued consumer spending could help support equities, even if interest rates move somewhat higher. Meanwhile, higher short-term bond yields may create new opportunities for investors seeking income.

Brian Therien, Investment Strategist, shares his perspective on what a more hawkish Fed policy could mean for investors in the latest Weekly Market Wrap: https://bit.ly/4AnXjO8

09/14/2026

Rising oil prices and a hotter-than-expected CPI report have strengthened expectations for potential Fed rate hikes as we head into what is likely to be the year's most closely watched Federal Reserve meeting.

Angelo Kourkafas, Sr. Global Investment Strategist, shares his perspective on whether this is the start of a longer policy tightening path, and what it could mean for portfolios in the latest Weekly Market Wrap.

https://bit.ly/4cLg57Z

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Norman, OK
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https://ww.edwardjones.com/lisabaker

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