Edward Jones-Financial Advisor: Winston Felix

02/24/2025

We highlight three market trends we're watching carefully as 2025 unfolds. Overall, in our view, the trends underscore the importance of portfolio diversification across sectors, regions and asset classes.

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

02/18/2025

Two months into 2025, markets are navigating conflicting forces where headlines, sentiment and actual developments don't always align.

We offer our perspective on the key crosscurrents shaping the investment landscape and highlight how market trends in some cases run counter to headlines.

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

02/12/2025

Named as a Top Workplace in Orange County!

Thanks to our team of financial professionals in Orange County for helping us earn recognition on the 2024 Top Workplaces list.

Click here to learn more about our recognition: https://bit.ly/4hApHmi

Source: 2024 Orange County Top Workplaces, published Orange County Register Dec. 2024, research by Energage, data as of Aug. 2024.

02/11/2025

At Edward Jones, we want our clients have the right tools to make informed decisions. We've created a resource for any federal employees affected by the deferred resignation program to help answer some questions. If you or someone you know needs to make this difficult decision, don't hesitate to reach out for support.

Learn what options federal employees have with the latest deferred resignation program and what you should consider if you're impacted.

02/10/2025

From a portfolio perspective, we see diversification in the year ahead as a critical way to stay focused on your goals despite political uncertainty and potential bouts of volatility.

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

02/10/2025

We're proud to share that our firm has achieved its goal of reaching 1 million Financial Fitness learners! Our financial literacy program helps people in every stage of life build confidence to manage their personal finances effectively.

Reach out to find out how we can help you take control of your financial fitness.

Learn more: www.edwardjones.com/financialfitness

02/09/2025

Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents can help you determine how to address your unique needs. Here's what you should know.

A comprehensive estate plan involves multiple documents, but two key ones include a will and a living trust. It’s important to understand how these documents differ.www.edwardjones.com/us-en

02/08/2025

At Edward Jones, we want our clients have the right tools to make informed decisions. We've created a resource for any federal employees affected by the deferred resignation program to help answer questions. Don't hesitate to reach out for support.

Learn what options federal employees have with the latest deferred resignation program and what you should consider if you're impacted.

02/07/2025

Tax season can be stressful enough without the worry of falling prey to scams, but that’s the reality taxpayers face. Learn common tax scams and how to help protect yourself this tax season.

A solid strategy can help safeguard you from these increasingly frequent crimes.

02/06/2025

What’s driving bond yields higher, and how much further can they go? Senior Investment Strategist Angelo Kourkafas looks at Treasury yields and their implications for portfolios.

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...

02/03/2025

The U.S. economy remains on solid footing, the earnings season is off to a solid start, and the Fed is holding rates steady. We share considerations for investors in the year ahead.

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

01/27/2025

On his first day in office, President Trump signed a record 26 executive orders. We explore four key areas and share recommendations for investors for the first 100 days of the new administration.

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