Edward Jones - Financial Advisor: Donna Wiseman

10/19/2026

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-oriented and more defensive sectors amid concerns about rates, debt levels and growth expectations.

Mona Mahajan, Head of Investment Strategy, shares her perspective on what's driving the recent market rotation, why the broader fundamental backdrop remains constructive, and what it could mean for investors in the latest Weekly Market Wrap: https://bit.ly/489pG5D

10/16/2026

Learn how thoughtful planning can help you navigate stock options, RSUs and executive compensation decisions. Reach out to start the conversation.

10/14/2026

Financial fraud is becoming more sophisticated, but knowledge remains a strong defense. Learn to recognize common scam tactics and warning signs, and take steps to help protect yourself, your loved ones and the wealth you've worked hard to build. Watch this webinar live on Oct. 21 at 3 p.m. CT or on demand after.

Learn more: https://bit.ly/4sopA3L

10/14/2026

A successful business exit often starts well before a sale or transition. I can help you consider key financial planning strategies to prepare for what comes next — let’s talk about your vision.

10/12/2026

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previous ones, and does it still have room to run?

Angelo Kourkafas, Senior Global Investment Strategist, shares his perspective on what's helping sustain this bull market and what investors should watch next in the latest Weekly Market Wrap: https://bit.ly/4ykMKcC

10/12/2026

AI-powered scams are becoming increasingly sophisticated, making it harder to distinguish legitimate requests from fraud. Understanding common tactics can help you better protect yourself and your financial accounts.

Take a look at these five emerging scam types and practical steps you can take to stay vigilant.

5 AI-powered financial scams that are hard to spot

10/09/2026

I can help you explore strategies for managing equity compensation, diversification and long-term wealth planning. Let’s talk about your options.

10/07/2026

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.

10/05/2026

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consumer spending and growing corporate profits point to an economy that remains on solid footing.

Investment Analyst Brock Weimer shares insights from market history, exploring how stocks have performed following sharp increases in bond yields and what those trends may signal for investors in the latest Weekly Market Wrap: https://bit.ly/4htkpeX

10/02/2026

From stock awards to tax strategies, I can help simplify your executive compensation. Reach out to see how we can work together.