Holli Mitchell - Edward Jones

11/11/2026

Last week's market reaction unfolded as a two-act story, with an initial post-election relief rally giving way to a sharp reassessment of the AI theme. As investors shift their focus from AI infrastructure spending to profitability and productivity, market leadership may broaden both within and beyond technology.

In the latest Weekly Market Wrap, Angelo Kourkafas, CFA, Senior Global Investment Strategist, explores what the election results could mean for the next phase of the AI cycle and where opportunities may emerge as the market evolves.

https://bit.ly/3WErql4

11/06/2026

Financial fulfillment is about more than money. It's having confidence in your future, being prepared for the unexpected, and feeling in control of your financial life.

Research from Edward Jones and Gallup found that financially fulfilled individuals often:
• Have an emergency fund
• Follow a retirement strategy
• Save for major goals
• Have an estate plan
• Work with a financial advisor

Financial fulfillment may be closer than you think. Let's talk about the steps that can help you get there.



Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

Content provided by Edward Jones

11/06/2026

The midterm election delivered a more decisive outcome than many expected. What might that mean for investors?

Our Senior Economist James McCann shares four key takeaways from the results, the market's initial reaction and what investors should keep in mind moving forward.

11/04/2026

When I talk with clients about retirement, the conversation goes beyond numbers pretty quickly. Yes, we plan for income, savings and longevity — but we also talk about what your days will look like, who you’ll spend time with and what will give you a sense of purpose.

If you’re thinking about retirement, let’s make sure you’re prepared for both sides of the equation.

Retirement is more than a financial milestone. It is a psychological transition. Learn how to design the next phase of your life with purpose.

11/02/2026

Market headlines got you worried? Staying focused on what you can control can help you feel more at ease. And one of the ways to do that is by diversifying your investment portfolio.

Diversification can't guarantee profits or prevent losses, but it can help manage risk and smooth out some of the ups and downs that can come with investing. However, diversification isn't one-size-fits-all. The right approach depends on your goals, timeline and comfort with risk.

If you'd like to talk about your portfolio or have questions about navigating today's market environment, I'm here to help.



Content provided by Edward Jones

10/31/2026

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

10/30/2026

As someone who works closely with families, I know just how deeply caregiving can impact your time, your wellbeing and your vision and plans for your future. Our new Financial Impact of Caregiving Report, highlights what caregivers are experiencing and the support that can make a meaningful difference.

Hear what caregivers are saying: https://bit.ly/47VbPQu



Source: Edward Jones and Harris Poll, in partnership with Age Wave, 2026.

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/4ilNE2f

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/3UnN8sC

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

10/25/2026

Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities. Let’s build a financial plan that works for you — reach out to start the conversation.