Anthony Drake

04/30/2026

The news is out! Edward Jones has been ranked No. 1 by JD Power for Client Satisfaction among Advised Investors. We couldn’t be happier because clients are everything to us. And no two are alike! We enjoy getting to know each one personally so we can provide trusted, tailored advice and wealth management solutions. Reach out if you’d like to get started.

Legal Disclosure: JD Power 2026 U.S. Full Service Investor Satisfaction Study among Wealth Management Firms for Advised Investor Satisfaction, published March 2026, data as of January 2026. Compensation provided for using, not obtaining, the ranking. For JD Power 2026 award information, visit jdpower.com/awards.

04/28/2026

As a retirement plan sponsor, has it been a while since you had a face-to-face conversation with your plan's financial advisor?

Here's our business owners hub

04/27/2026

One word: Diversification

After navigating recent geopolitical shocks, markets are showing notable resilience as investors refocus on economic fundamentals and corporate earnings. From developments in the Middle East to expectations around a potential Fed leadership change and a busy earnings season, Senior Economist James McCann outlines what investors should be on the lookout for in the latest Weekly Market Wrap.

https://ow.ly/Kqlt50YQwvb

04/25/2026

You’ve planned the “saving” part—now plan the “spending” part. These 10 retirement reminders cover what most people miss, from healthcare to taxes to daily purpose.

From healthcare costs to feeling a lack of purpose, here’s what most people overlook when planning for retirement.

04/22/2026

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

04/20/2026

Markets have rapidly priced out worst-case risks, with easing oil pressures, stabilizing interest rates and resilient earnings fueling one of the fastest rebounds to new highs on record.

In this week’s Weekly Market Wrap, Senior Global Investment Strategist Angelo Kourkafas examines whether the optimism is justified, and where markets may go from here.

https://ow.ly/xN3a50YLjbh

04/17/2026

Market conditions can change fast — but your strategy doesn’t have to. Set clear goals, review your progress regularly and keep your portfolio diversified to help you stay on track no matter what the market is doing.

Ready to put these habits into practice? Let's strengthen your long‑term strategy.

Market sentiment, policy backdrop, and geopolitics can change quickly.www.edwardjones.com/us-en

04/16/2026

I had the opportunity to give back to our service members today at the Veteran’s Outreach Fair in Cabot! I had many questions on how their various retirement plan options worked and was so grateful that I was able to help them have a better understanding! If I haven’t said this lately, thank you to all of those out there who have served. We would not be the great country we are today without you guys!

04/13/2026

Ceasefire drives market rally, but hurdles remain in the near term

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

04/06/2026

Escalate to de-escalate? Relief rally takes a breather, for now

As markets navigate recent market volatility and weigh the potential duration of oil supply disruptions, underlying U.S. economic fundamentals remain encouraging. For long-term investors, now is not the time to make emotionally charged investment decisions but rather consider a simple pulse check on your portfolio.

Mona Mahajan, Senior Investment Strategist, explains in our Weekly Market Wrap.

https://ow.ly/1fVs50YEjEL

04/02/2026

Did you know that April is National Social Security Month? Check out why you should be giving thought and consideration to when it’s most opportune to take your benefit. Then give me a shout and we can discuss how to help you best achieve your retirement goals.

Learn more: https://bit.ly/4c4dtRo

03/27/2026

Oil headlines can grab attention, but they don’t have to derail your financial strategy, especially since the U.S. economy has become far less vulnerable to swings in global oil markets over the last several decades.

If you’d like to review how your portfolio is positioned for today’s environment, I’m here to help you stay on track toward your goals.

Click here for more market insights: https://bit.ly/4dMHzva