Edward Jones - Financial Advisor: Casey Caliva

11/05/2026

As shared in Fortune, our Managing Partner Penny Pennington discusses an often-overlooked force shaping the future of wealth transfer: the critical role women, particularly eldest daughters, play in supporting family financial decision-making.
As wealth moves between generations, families are navigating financial, logistical, and emotional considerations that extend far beyond investment management.

Read more: https://bit.ly/4sI5DF3

Caregiving is a trillion-dollar industry, and eldest daughters take the brunt of it.

11/04/2026

Your business represents years of hard work and dedication. I can help you think through succession, transition planning and strategies to help support your long-term goals. Send me a message to schedule a meeting.

11/03/2026

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/4iwZM0K

11/02/2026

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.

10/31/2026

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

10/30/2026

Interest rates haven’t been this high since 2002 — so what might it mean for you and your family? Senior Economist of Investment Strategy James McCann discusses how the higher interest rates may affect you, risks to avoid and some potential opportunities to look out for.

Watch the full video here: https://bit.ly/4szn5eV

10/29/2026

Capital gain distributions can catch investors off guard, especially in taxable accounts. As year-end approaches, it's important to understand how these distributions work, potential tax implications and strategies that may help you manage them.

Reach out if you'd like to discuss how these considerations fit into your overall financial plan.

Learn more:

Capital gain distributions: What to know before year end

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/47I0QtJ

10/27/2026

What might the recent AI-driven market selloff mean for investors? Edward Jones Senior Global Strategist Angelo Kourkafas joins Bloomberg to unpack the drivers behind the recent market moves, explain what's happening beneath the headlines, and share perspective on maintaining a long-term investment focus amid volatility.

Watch the full conversation: https://bit.ly/4in0dKK

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/4kicylZ

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