Edward Jones - Financial Advisor: Lisa Andrews-Bowers

Edward Jones - Financial Advisor: Lisa Andrews-Bowers 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.

Investors will be closely watching the September Federal Reserve interest rate decision. What factors are the voting mem...
09/08/2026

Investors will be closely watching the September Federal Reserve interest rate decision. What factors are the voting members of the FOMC likely to weigh?

Our Principal, Head of Investment Strategy Mona Mahajan digs into three in our latest Weekly Market Wrap: https://bit.ly/4gXj3HG

When I talk with clients about retirement, the conversation goes beyond numbers pretty quickly. Yes, we plan for income,...
09/08/2026

When I talk with clients about retirement, the conversation goes beyond numbers pretty quickly. Yes, we plan for income, savings and longevity — but we also talk about what your days will look like, who you’ll spend time with and what will give you a sense of purpose.

If you’re thinking about retirement, let’s make sure you’re prepared for both sides of the equation.

Retirement is more than a financial milestone. It is a psychological transition. Learn how to design the next phase of your life with purpose.www.edwardjones.com/us-en

You can offer your employees practical, judgment-free financial education — including interactive tools, on-demand conte...
09/07/2026

You can offer your employees practical, judgment-free financial education — including interactive tools, on-demand content and live webinars — at no additional cost to eligible organizations.

Help employees with their personal finances

Faith-based investing enables you to incorporate your religious beliefs into your investment decisions. No matter your r...
09/06/2026

Faith-based investing enables you to incorporate your religious beliefs into your investment decisions. No matter your religious beliefs or affiliations, there are options available to help you achieve your financial and nonfinancial goals.

No matter your religious beliefs or affiliations, there are options available to help you achieve your financial and nonfinancial goals.www.edwardjones.com/us-en

You can’t control market fluctuations. But you can follow time-tested investment principles – diversifying your portfoli...
09/05/2026

You can’t control market fluctuations. But you can follow time-tested investment principles – diversifying your portfolio, owning quality investments and investing for the long term.

Tips for reaching your goals

Large IPOs can come with a lot of fanfare. But in the early days of public trading, it can be difficult to separate long...
09/04/2026

Large IPOs can come with a lot of fanfare. But in the early days of public trading, it can be difficult to separate long-term fundamentals from short-term momentum.

We break down what history shows about IPO performance – and share key considerations to help investors stay grounded in the fundamentals:

Initial public offerings (IPOs) tend to attract a lot of investor interest, especially when the company is large and well-known. The excitement can be tempting, but it doesn't always lead to strong investment results. We encourage investors to look beyond the headlines and focus on whether the share...

09/03/2026

If you’re diving into the world of investing, you may want to learn more about mutual funds — an opportunity for investors to group money together and buy stocks, bonds and other investments “mutually.” Ready to learn more? Let’s chat.

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Not sure how to start your journey toward the financial goals you want to achieve? Check out these 10 investing “rules o...
09/02/2026

Not sure how to start your journey toward the financial goals you want to achieve? Check out these 10 investing “rules of the road” that can help you get moving in the right direction.

Tips for reaching your goals

The markets may change, but YOU have the most control over your financial future. Keep your eye on the big picture and c...
09/01/2026

The markets may change, but YOU have the most control over your financial future. Keep your eye on the big picture and check out these five moves to help you cope with market volatility.

When you’re retired, you may feel especially vulnerable to market volatility. But making just a few moves may better help you cope with it.

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided ...
08/31/2026

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided greater clarity on the Fed's inflation-fighting priorities. Despite seasonal headwinds, the fundamental backdrop for equities remains constructive.

Angelo Kourkafas, Sr. Global Investment Strategist, discusses the latest developments in AI, Fed policy, and markets in this week's Weekly Market Wrap.



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