Edward Jones - Financial Advisor: Caitlin Davis

Edward Jones - Financial Advisor: Caitlin Davis Edward Jones is a financial - services firm dedicated to serving the needs of individual investors.

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Investors will be closely watching the September Federal Reserve interest rate decision. What factors are the voting mem...
09/08/2026

Investors will be closely watching the September Federal Reserve interest rate decision. What factors are the voting members of the FOMC likely to weigh?

Our Principal, Head of Investment Strategy Mona Mahajan digs into three in our latest Weekly Market Wrap: https://bit.ly/4qXRaUy

Week two in overcoming fears and phobias:It is helpful to learn more about financial topics. Having a better understandi...
09/02/2026

Week two in overcoming fears and phobias:

It is helpful to learn more about financial topics. Having a better understanding of financial issues that cause you discomfort can be a great way to reduce the fear you feel about them. That doesn’t mean you need to go for a Ph.D. in finance, of course. Rather, depending on what makes you anxious, become more informed about how financial markets work, the percentage of time stock prices rise versus fall or the likelihood that your current wealth will see you through your retirement. Financial literacy classes aimed at adults are becoming increasingly common. And trusted financial advisors can be an excellent resource here, as they can provide you with general financial knowledge and answer your questions. They can also give you important context if, say, rapidly falling stock prices have you in a panic.

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided ...
08/31/2026

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided greater clarity on the Fed's inflation-fighting priorities. Despite seasonal headwinds, the fundamental backdrop for equities remains constructive.

Angelo Kourkafas, Sr. Global Investment Strategist, discusses the latest developments in AI, Fed policy, and markets in this week's Weekly Market Wrap.



https://bit.ly/4yc8Iyv

This week we will begin to look at action steps we can take to overcome fears and phobias. A good first step is to get ...
08/26/2026

This week we will begin to look at action steps we can take to overcome fears and phobias. A good first step is to get clear on the cause. If you have money fear that isn’t rooted in anything immediately tangible, you may need to look for the underlying cause. For example:
• It’s not uncommon for financially secure people who came from financially insecure backgrounds to have a nagging worry about their financial health. Did you struggle to make ends meet growing up? Did your family lose a great deal of money in the past?
• Conversely, perhaps your parents were preoccupied with having the best of everything in order to fit in socially, which now makes you feel pressured to spend
lavishly — and doing so has you worried about getting in over your head.

Regardless, if money anxiety is an issue for you, understanding why is a good first step in addressing the issue.

Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withst...
08/24/2026

Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withstand elevated rates. Despite the potential for seasonal volatility, resilient economic activity and strong corporate earnings support a constructive backdrop for equities.

Investment Strategist Brock Weimer explains what’s behind the move higher in long-term yields in the latest Weekly Market Wrap.



https://bit.ly/4xoHmFI

This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you s...
08/19/2026

This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you should never pay money in order to get money. If you believe an offer is legitimate, discuss it with a family member or trusted friend to gain an outside perspective.

Week 4: Poor workplace performance. People suffering from financial anxiety have lower work performance, tend to get di...
08/19/2026

Week 4: Poor workplace performance.

People suffering from financial anxiety have lower work performance, tend to get distracted more easily and are emotionally exhausted from constantly worrying, according to a 2022 study published in the Journal of Vocational Behavior.

Next week we will begin to look at action steps to consider to potentially overcome the fears and phobias that hold people back.

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or se...
08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

Inflation has trended lower, supporting the case for the Federal Reserve to keep policy rates steady. While the path bac...
08/17/2026

Inflation has trended lower, supporting the case for the Federal Reserve to keep policy rates steady. While the path back to the Fed's inflation target may not be perfectly smooth, strong earnings, healthy economic growth and resilient consumer spending continue to help support market strength.

Portfolio Strategist Tom Larm shares his perspective on the forces influencing markets and what it could mean for investors in the latest Weekly Market Wrap.

https://bit.ly/3SjQ2xJ

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

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Salem, OR
97304

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