Edward Jones - Financial Advisor: Lisa Andrews-Bowers

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Edward Jones - Financial Advisor: Lisa Andrews-Bowers

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I have been in the financial services industry most of my adult life.

Helping individuals, families and businesses reach their financial goals through financial strategies, investments, portfolio strategies, retirement planning and insurance strategies.

11/03/2026

AI-related stocks faced renewed scrutiny last week as investors reassessed the sustainability of the AI investment cycle, while market leadership broadened to include more defensive sectors. At the same time, the Federal Reserve held interest rates steady, underscoring its continued focus on balancing inflation risks with economic growth.

Brian Therien, Senior Fixed Income Analyst, explores the forces driving the recent market rotation, key risks investors are monitoring, and why diversification remains important in the latest Weekly Market Wrap: https://bit.ly/4BWfsn8

11/02/2026

Do you overspend every holiday season? Get ahead of the game this year by creating a budget that takes all your holiday plans into account. Get started now.

Learn strategies, tips, and tools to stick to your budget and achieve your financial goals. From Edward Jones and EVERFI

11/01/2026

As the year is coming to an end, tick one more thing off your "very important to-do" list by looking at how you're planning your estate. A properly planned estate strategy gives control over how to provide for what you value most, financially and personally, once you are no longer able to do so yourself.

Talk to your attorney and check out our hub to help you get started: https://bit.ly/47UucoE

10/31/2026

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

10/30/2026

Don’t rush – but consider all your options.

Get insights from Edward Jones professionals, and see what our strategists' perspectives mean for you.

10/29/2026

Edward Jones’ new research with Gallup shows something powerful: Only 16% of Americans are financially fulfilled, meaning their finances support the life they want. But financial wellbeing isn’t defined by income or net worth alone. It’s driven by confidence, alignment with personal values and a sense of security and direction.

If this is something you’d be interested in, let’s connect. I’m here to help you make your money work for you.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 2026.

10/28/2026

As a financial advisor, I've seen firsthand how caregiving can create complex financial decisions for families. Business Insider explores Edward Jones research with Age Wave and The Harris Poll on the "generosity paradox" many caregivers experience as they support loved ones financially while striving to protect their own long-term financial security.

If caregiving is part of your journey now or may be in the future, I'd welcome the opportunity to help you plan for it.

Read the full Business Insider article: https://bit.ly/4BORNVJ

Download the Financial Impact of Caregiving report: https://bit.ly/4BORQAT

Source: Edward Jones and Harris Poll, in partnership with Age Wave, 2026.

10/27/2026

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/4BtUhZ7

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/4yC3Oe1

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

10/26/2026

YOU'RE INVITED!
Please join me in support of The Scituate Food Pantry and Learn Tax Advantaged Ways of Charitable Giving.

Date: November 3, 2026
Time: 9:00 - 10:30 AM
Location: Scituate Town Library, 85 Branch St, Scituate, MA
Continental Breakfast to be served
RSVP; ph 781-659-2816 or email: [email protected]

Address

293 Washington Street , Suite 1B
Norwell, MA
02061

Telephone

+17816592816

Website

http://www.edwardjones.com/lisa-andrews-bowers

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