Edward Jones - Financial Advisor: Sterling Gurney

05/12/2026

Despite ongoing geopolitical uncertainty, markets have shown notable strength, in large part driven by resilient corporate earnings. Our Principal, Head of Investment Strategy Mona Mahajan joined CNBC’s Squawk Box to break down what’s driving markets higher – and key considerations for investors looking ahead.

This material is for general information purposes only and is not intended to predict or guarantee the future performance of individual securities, market sectors or the markets generally. Opinions expressed are as of the date of this report and are subject to change. This material is not directed to any specific investor or potential investor and should not be interpreted as a specific recommendation or investment advice. Investors should make investment decisions based on their unique financial situation.

Past performance of the markets is not a guarantee of future results. Investors should understand the risks involved in owning investments, including interest rate risk, credit risk and market risk.

Diversification does not ensure a profit or protect against loss in a declining market.

04/15/2026

Market volatility is unpleasant. Also fact: The more you know about it, the less unpleasant it can be. Check out these 10 volatility facts to help keep volatility in perspective and your goals within reach.

Volatility is part of the investment experience, but the longer an investor holds stocks, the greater the potential for an overall positive return.

04/06/2026

Market conditions can change fast — but your strategy doesn’t have to. Set clear goals, review your progress regularly and keep your portfolio diversified to help you stay on track no matter what the market is doing.

Ready to put these habits into practice? Let's strengthen your long‑term strategy.

Market sentiment, policy backdrop, and geopolitics can change quickly.www.edwardjones.com/us-en

03/20/2026

🚨 TAX SEASON ALERT: Don’t Wait Until It’s Too Late! 🚨
Every year, April sneaks up faster than we think—and this year is no different. Before the crunch hits, take a moment to look back at what you missed last year and forward at what you can optimize this year.
📊 Did you overlook deductions?
💼 Did your business leave money on the table?
🧾 Are you prepared for the changes coming this year including Washington Saves?
Whether you're filing as an individual or running a business, now is the time to get strategic—not stressed.
✨ Let’s review last year’s numbers, uncover opportunities, and build a smarter tax plan for the year ahead. Your future self (and your bottom line) will thank you.
📅 Spots fill fast this time of year. Call or message us today to get started. 360-563-1042

03/02/2026

Looking for tax efficient ways to be generous? We can help. Strategies that used to only be for the rich are available to you. Let's talk.

02/20/2026

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

02/16/2026

When you consolidate your retirement accounts with my office, I can see the “big picture” of your retirement savings more clearly and help align your strategy with it.

You work hard for your income. Here are some ways to help ensure your retirement dollars are working hard for you.www.edwardjones.com/us-en

02/11/2026

If you’re among the tax filers receiving a refund this year, how can you make the most of it? Here are four tips to help get you started.

If you receive a tax refund this year, you can make it work for you — helping build more financial stability and helping you create a more secure future.www.edwardjones.com/us-en

01/22/2026

Looking for credit and checking that aligns with your financial goals?

With Edward Jones®️ Everyday Solutions powered by U.S. Bank®️, you can access benefits like Loyalty Points®️, theft protection and low fees—all designed to work with your broader financial strategy.

And it only takes a few minutes to apply—now that’s easy!

Let’s explore how these products may support your goals.
Learn more here: https://bit.ly/4a8e58I

The creditor and issuer of this credit card is U.S. Bank National Association, pursuant to a license from Mastercard International Incorporated. Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated.

Everyday Solutions Checking provided by U.S. Bank NA, Member FDIC. Edward Jones is not a bank and FDIC insurance only covers the failure of an insured bank.

01/16/2026

Tired of an 800 number to talk about your trust? Call us. We can help.