Edward Jones-Financial Advisor: Broc Rosser

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AI-related stocks faced renewed scrutiny last week as investors reassessed the sustainability of the AI investment cycle...
11/02/2026

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/3WoNwrA

Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managin...
10/31/2026

Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managing and preserving wealth for the future. Reach out to get started.

Trick or treat! Wishing everyone a safe and spooktacular Halloween.
10/31/2026

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

The first $100,000 is often the hardest milestone to reach — and the most rewarding.Early on, progress can feel slow, es...
10/30/2026

The first $100,000 is often the hardest milestone to reach — and the most rewarding.

Early on, progress can feel slow, especially when you're balancing family, work and other financial priorities. But once your portfolio grows, investment returns can begin doing more of the heavy lifting.

If you're working toward your first $100,000, stay focused on the habits that matter most: investing consistently, staying diversified and remaining committed through market ups and downs. Those habits can make all the difference over time.

Your first $100,000: why it matters most

Executive compensation can be complex. I can help you make informed decisions about your financial future — let’s talk a...
10/29/2026

Executive compensation can be complex. I can help you make informed decisions about your financial future — let’s talk about your options.

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That'...
10/28/2026

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That's why I'm proud to share that Edward Jones offers eligible U.S. clients complimentary access to Carefull®, a service designed to help monitor financial activity, identify potential warning signs and provide alerts that can help detect fraud before it happens.

Reach out to get started or click this link to learn more about Carefull: https://bit.ly/3WwSfrd

AI-powered scams are becoming increasingly sophisticated, making it harder to distinguish legitimate requests from fraud...
10/27/2026

AI-powered scams are becoming increasingly sophisticated, making it harder to distinguish legitimate requests from fraud. Understanding common tactics can help you better protect yourself and your financial accounts.

Take a look at these five emerging scam types and practical steps you can take to stay vigilant.

5 AI-powered financial scams that are hard to spot

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing quest...
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/4sngW5e


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

What would happen if you had to retire sooner than expected?Many people focus on their target retirement date but spend ...
10/26/2026

What would happen if you had to retire sooner than expected?

Many people focus on their target retirement date but spend less time preparing for the possibility of an earlier exit due to a job loss, health issue or family caregiving needs.

If you'd like to explore how your retirement strategy would hold up under an unexpected scenario, let's talk. Planning for the "what-ifs" today can help reduce stress tomorrow.

Concerned about a forced retirement? 4 tips to prepare

Higher interest rates have created new challenges for investors, but they may also be creating new opportunities. As bon...
10/25/2026

Higher interest rates have created new challenges for investors, but they may also be creating new opportunities. As bond yields reach levels not seen in decades, it may be time to take a fresh look at the role bonds can play in generating income, managing risk and supporting long-term goals.

Learn more in our October Monthly Portfolio Brief: https://bit.ly/3W9plxc

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32835

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