Edward Jones-Financial Advisor: Trevor Nielsen

11/02/2026

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/4iRBbF4

10/30/2026

Those who serve our country often face unique financial considerations. As a financial advisor with the Certified Military Financial Advisor®, CMFA, designation, I've completed additional training designed to increase my understanding of financial topics affecting members of the military community.

If you serve, have served or support a loved one in the military, let's connect to discuss your goals.

The Certified Military Financial Advisor® program is not affiliated or endorsed by the U.S. Department of Defense, or any other federal or state government program.

10/28/2026

As a financial advisor, I've seen firsthand how caregiving can create complex financial decisions for families. Business Insider explores Edward Jones research with Age Wave and The Harris Poll on the "generosity paradox" many caregivers experience as they support loved ones financially while striving to protect their own long-term financial security.

If caregiving is part of your journey now or may be in the future, I'd welcome the opportunity to help you plan for it.

Read the full Business Insider article: https://bit.ly/4syiPMH

Download the Financial Impact of Caregiving report: https://bit.ly/4BopPj8



Source: Edward Jones and Harris Poll, in partnership with Age Wave, 2026.

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/4suspAb

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

10/26/2026

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/4zcmrGw

10/26/2026

You have trusted, established client relationships, and we provide high-touch support and customized solutions to best serve your clients.

Learn more about Edward Jones by joining our exclusive Due Diligence Event for experienced Financial Advisors, November 4-6 at New York Marriott Marquis.

Register: https://bit.ly/4yDm5rr

10/23/2026

For many people, a workplace retirement plan is where their investing journey begins. That's why we're continuing to invest in workplace retirement solutions that help financial advisors support business owners and employees as they work toward greater financial fulfillment. Learn more: https://bit.ly/4z5YC3b

With new retirement plan management solution, Edward Jones will equip financial advisors to best serve business owners and their employees.

10/21/2026

The recently announced 2027 Social Security cost-of-living adjustment (COLA) may provide added flexibility for some retirees. But understanding how changes to Social Security fit into your overall retirement income strategy is just as important as the increase itself.

If you're thinking about how Social Security, portfolio withdrawals and other income sources work together in retirement, I'm here to help you evaluate your options and create a strategy that aligns with your goals. Click to read more in the article below:

Social Security announces 2027 cost-of-living adjustment for benefits

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/3VUG47t

10/19/2026

The market story is often bigger than the headlines. Our Quarterly Market Outlook looks beyond the headlines and provides Edward Jones’ perspective on the economy, the markets, and what it may mean for your portfolio.

Learn more here: https://bit.ly/3TNa4BD

Our investment strategists provide Edward Jones’ perspective on the economy and the markets, and what it may mean for your portfolio.