Edward Jones-Associate: Cody Kloeckner

01/08/2026

Interest rate forecasts? They miss the mark more often than you think. Here’s why rate expectations shouldn’t drive your investment decisions.

Why relying on rate forecasts can mislead investors—and what to consider instead.

12/29/2025

As we head into 2026, our Principal, Head of Investment Strategy Mona Mahajan joined CNBC to discuss the market backdrop—and where investors may find opportunity in the new year.

Watch the full interview: https://cnb.cx/3L6mtfy

This content is for general information purposes only and is not intended to predict or guarantee the future performance of individual securities, market sectors or the markets generally. Opinions expressed are as of the date of this report and are subject to change. This material is not directed to any specific investor or potential investor and should not be interpreted as a specific recommendation or investment advice. Investors should make investment decisions based on their unique financial situation.

Past performance of the markets is not a guarantee of future results. Investors should understand the risks involved in owning investments, including interest rate risk, credit risk and market risk. The value of investments will fluctuate and investors can lose some of all of their money. References to specific companies or securities should not be construed as a recommendation to buy or sell the security, nor should it be assumed to be profitable.

12/17/2025

While tech and policy uncertainty kept November's returns muted, a closer look reveals the value of spreading risk and capturing broad opportunities. Portfolio Strategist Tom Larm outlines strategies to consider as we head into 2026 and beyond.

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

12/11/2025

If you’re in your 30s or 40s with a full life and a mile-long to-do list, it might be time to revisit your financial strategy. This chapter is all about building a future you want to live in, and I’m here to help you get there.

Life seems to speed up and money decisions get more layered when you reach your 30s and 40s. Learn what financial strategies are necessary tools during this time in your life.www.edwardjones.com/us-en

12/02/2025

With the year almost over, investors may have some trouble reconciling the seeming contradiction between the gloomy news cycle and a solid market.

Senior Economist of Investment Strategy James McCann discusses three explanations and how the economic narrative for 2026 could turn out brighter.

Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...

11/24/2025

The OBBBA’s new Social Security tax deduction is a welcome change for many retirees, but it’s also raising important questions. Here’s a helpful resource to make sense of it all.

Breaking down the impact on your retirement income and planning

11/17/2025

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.

11/03/2025

After a delay from the government shutdown, the Social Security Administration (SSA) announced a 2026 cost-of-living adjustment (COLA) for Social Security benefits of 2.8%. Our latest Market Pulse covers our recommendations for retirees.

Social Security announces 2026 cost-of-living adjustment for benefits

10/27/2025

If you’re thinking about tapping in to your 401(k) earlier than you initially planned, there are some things you need to consider. Read more about 401(k) withdrawals and loans, and feel free to reach out to me with any questions: https://bit.ly/4huffNS

10/23/2025

Job loss can feel overwhelming—but your financial future doesn’t have to be. If you or someone you care about has been affected by federal layoffs, I’m available to help you assess your current situation and explore strategies to stay on track financially. Small steps today can make a big difference tomorrow. I’ll be with you every step of the way.

In the meantime, here are some key steps to take following a job loss.

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10/16/2025

Global economic activity is beginning to stabilize and even accelerate in some regions, and the Fed's easing cycle is improving the outlook for international equities.

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

10/06/2025

Congress has been unable to pass legislation to fund the government, resulting in a government shutdown. What does it mean for you? We break down some of the minimal and potentially major impacts. Don't hesitate to reach out with any questions.

What does a government shutdown mean for you? Read what we anticipate will be the more direct financial implications for individuals and families based on previous shutdowns.