Edward Jones - Financial Advisor: Robert Lucier

03/02/2026

If you’re among the tax filers receiving a refund this year, how can you make the most of it? Here are four tips to help get you started.

If you receive a tax refund this year, you can make it work for you — helping build more financial stability and helping you create a more secure future.www.edwardjones.com/us-en

02/24/2026

Fed Chair nominee Kevin Warsh has suggested reducing the Federal Reserve’s balance sheet—but what could that mean for investors?

Senior Fixed Income Analyst Brian Therien breaks down the potential implications and highlights key considerations investors should keep in mind.

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

02/06/2026

What do we make of the recent market rotation? Our Principal, Head of Investment Strategy Mona Mahajan joined CNBC to discuss what’s changing – and the importance of diversification.

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.

12/01/2025

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...

11/17/2025

From tariffs to tax laws, 2025 has seen its share of financial changes. What can you do to help get your portfolio ready for 2026?

2025 year-end checklist for your financial strategywww.edwardjones.com/us-en

09/26/2025

How might a government shutdown affect the economy and financial markets? Check out our three key insights, and don't hesitate to reach out with questions.

We offer clients our perspective on government shutdowns and their likely impact on the economy and the markets.

09/11/2025

One of the biggest questions people have about retirement is how long their savings will last. If you’ve been wondering the same thing, these tips can help ensure you have enough saved for retirement.

How long your money will last in retirement depends on your investment strategy, withdrawal plan and more. Learn how to make your money last in retirement.

09/08/2025

Market gains have been above average, but economic and policy uncertainty remain. You can’t control the markets, but you can control the risks in your portfolio. Portfolio Strategist Tom Larm outlines some areas of potential opportunity as we head into fall.

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

09/05/2025

It's not just how much you save, how you save it is also important. Learn how asset consolidation can be a key part of your financial strategy.

You work hard for your income. Here are some ways to help ensure your retirement dollars are working hard for you.www.edwardjones.com/us-en

08/18/2025

Bond markets are pricing in a Federal Reserve interest rate cut as soon as September. What could this mean for your fixed-income portfolio?

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

08/11/2025

Sometimes it's the small details that make a big difference. We can bring even more clarity to your financial journey. Give me a call or click the link to learn more about how we can fine-tune the details of your financial strategy: edwardjones.com/details.

07/17/2025

Supporting those who have served is a true privilege. Yet, many of the vets I work with aren’t aware of the abundant financial benefits available to them. This guide is a valuable first step in discovering those opportunities — and ensuring nothing goes unclaimed.

Serving your country entitles you and your family to some bespoke financial benefits.