Edward Jones-Financial Advisor: Craig Shipcott

02/20/2026

Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents can help you determine how to address your unique needs. Here's what you should know.

A comprehensive estate plan involves multiple documents, but two key ones include a will and a living trust. It’s important to understand how these documents differ.www.edwardjones.com/us-en

02/19/2026

Kevin Warsh — Federal Reserve Board member from 2006-2011 — has been nominated by President Trump to succeed Jerome Powell as Fed Chair. We break down what the news might mean for investors.

Kevin Warsh — Federal Reserve Board member from 2006-2011 — has been nominated by President Trump to succeed Jerome Powell as Fed chair. Warsh likely represents a dovish shift on interest rates versus Chair Powell, though his influence should be tempered by the Fed's design.

01/26/2026

After three rate cuts in late 2025, and inflation still above target, we expect the Fed to pause rate cuts for several months. Senior Fixed Income Analyst Brian Therien outlines what this could mean for investors in our monthly fixed-income focus.

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

01/09/2026

These smart strategies can help investors weather the tax changes with confidence.

2026 tax changes: What you need to knowwww.edwardjones.com/us-en

01/08/2026

2025 was a banner year for global markets despite the steep selloff in April. Portfolio Strategist Tom Larm explains how doubling down on diversification could help investors navigate 2026 with confidence.

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

11/20/2025

The Federal Reserve has cut interest rates for the second time this year. What drove this decision, and what might investors expect through year-end?

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

11/13/2025

Our investment strategists break down the latest on the health of the U.S. economy, equities, bonds and international markets. They also discuss artificial intelligence (AI) and its impact on the markets and economy.

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

11/13/2025

While profits are driving the artificial intelligence rally, rising expectations could become a headwind.

Find out what’s driving the international markets, as well as strategies for disciplined investors to consider.www.edwardjones.com/us-en

11/10/2025

Given the growth in the stock market throughout 2025, you may receive larger capital gain distributions from your mutual funds. Learn what this means for you, and how it might impact your tax return.

10/17/2025

Whether you're getting ready to retire or already there, follow these six tips to help extend the life of your portfolio in retirement.

6 tips to help make your money last in retirementwww.edwardjones.com/us-en

10/16/2025

At Edward Jones, we believe wealth transfer is more than transferring assets—it's about preparing the next generation to thrive.

That’s why Edward Jones’ own Tom Lewandowski, Principal and Head of High Net Worth Segment, spoke with Investment News about the importance of preparing heirs to steward wealth responsibly.

Let’s talk about how you can prepare your family—not just financially, but holistically—for what’s ahead.

With an estimated $84.4 trillion in assets expected to be passed down through generations through 2045, families today need to have more urgency than ever before when it comes to financial planning and navigating family dynamics.