Edward Jones Financial Advisor: Josh Dreps

08/18/2025

Policy clarity helped boost markets in July, but the trade winds shifted again in August. Portfolio Strategist Tom Larm outlines three actions you can consider to help stay opportunistic through year-end.

Learn more about portfolio performance, and check out our recommendations for disciplined investors.

08/11/2025

We are a couple weeks away from the back-to-school bash at Charlotte. My team is teaming up with Nash Roberts and collecting school supplies that we can provide to our students during this event on August 28th. Please help by dropping off some school supplies at our office located at 722 W. Lawrence Ave, Suite B Charlotte MI 48813 by August 25th. Every little bit helps. Thank you in advance.

07/30/2025

We're proud to support the academic development of young minds in the community through this summer's school supply donation program.

We have set up a donation box at our office (722 W Lawrence Ave, Suite B, Charlotte MI), and items can be dropped off at any time during normal business hours from July 31th, 2025 – August 25th, 2025. Donated items could include glue sticks, pencils, highlighters, crayons, notebooks, markers, small hand sanitizers or more.

We will celebrate our school supply donation with the communities' Back to School Bash celebration at the Charlotte Middle School on August 28th, 2025 at 5:00 pm.

If you have questions, require additional information or simply would like to discuss this donation opportunity, please contact us at 517-543-3485.

Thank you for your time and consideration. We look forward to whatever support you can provide for a great cause.

Team of: Josh Dreps & Karle Pell and Nash Roberts & Janessa Hartwell

07/28/2025

The Fed stayed on the sidelines in June but still expects two interest rate cuts this year. How might this impact bonds?

Find out what’s impacting fixed income, including bonds and cash, as well as strategies for disciplined investors to consider.www.edwardjones.com/us-en

07/25/2025

Our investment strategists break down the latest on U.S. government policy, equities, bonds and international markets. They also discuss what rising U.S. debt could mean for the economy and your portfolio.

Our investment strategists provide Edward Jones’ perspective on the economy and the markets, and what it may mean for your portfolio.

07/22/2025

Be sure you understand the long-term effects of your decision before you begin taking Social Security. We can help you estimate the impact different claiming ages may have on your goals.

Read our take on the impact of the recently released 2025 Trustees Report from the Social Security Administration and what that can mean for investors.

07/15/2025

We all have different things that are important to us. Take 3 minutes for our quiz to help determine which goals matter most to you. Then let’s discuss how to help you make those financial goals a reality: https://bit.ly/4lZPFBH

07/11/2025

On July 4, the President signed into law H.R. 1, the One Big Beautiful Bill Act, which extends several provisions of the 2017 Tax Cuts and Jobs Act (TCJA) and includes additional changes. This article offers highlights of the bill and what it means for clients.

Read our take on the new Federal Tax Bill , and what it means for investors.

07/11/2025

Edward Jones has shifted its portfolio guidance to reflect an updated global outlook. Portfolio Strategist Tom Larm outlines the changes, which can help investors looking to rebalance or position their portfolios for the second half of 2025.

Learn more about portfolio performance, and check out our recommendations for disciplined investors.

07/09/2025

It seems like there’s a constant barrage of myths about Social Security. But do they have merit? Learn what’s behind these myths, whether there’s any truth to them and, most importantly, what you can do. And, as always, I’m here to answer any questions you have about Social Security benefits and how they factor into your retirement strategy.

Learn the truth about three Social Security rumors and more importantly, what you can do about them.www.edwardjones.com/us-en

06/25/2025

Life insurance is a vital part of any financial strategy – but determining what type of insurance and how much coverage you need can be difficult. Here are some questions to help you determine if permanent life insurance is right for you.

See if it’s right for you

06/23/2025

Weekly Market Wrap: Five Key Questions As the Fed Remains in Wait-and-See Mode
1. How resilient is the U.S. economy amid high rates?
2. How will tariffs impact inflation?
3. Does the Fed remain in a rate-cutting cycle?
4. What role do geopolitics play?
5. How to position portfolios for an uncertain summer

Check out this weeks weekly market wrap to uncover insight on these 5 key questions. If you have further questions or would like to discuss your situation, please feel free to reach to to me.

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