Edward Jones - Financial Advisor: William Palmer III

02/11/2026

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/4f52Xvq

02/11/2026

Year-end is often one of the best times to review your financial strategy and identify potential tax-saving opportunities. Whether you're looking to maximize savings, take advantage of HSA benefits or make charitable gifts, there are several tax-smart moves worth considering before Dec. 31.

5 year-end tax and planning considerations

29/10/2026

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/4e9vGiu

29/10/2026

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

26/10/2026

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/4e2dhUJ

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

26/10/2026

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/4dYlj0T

Download the Financial Impact of Caregiving report: https://bit.ly/4ieZz1T



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

22/10/2026

For many farm families, the land represents more than an asset. It's a legacy built through generations of hard work and careful stewardship.

As a financial advisor with the Agriculture Focused Financial Planning™, AFFP®, designation, I've completed additional training to help agricultural producers and farm families navigate important decisions around succession planning, retirement readiness and preserving the future of their operation.

Together, we can create a strategy designed to help protect what you've built while supporting the goals of future generations.

22/10/2026

Your wealth should support more than your lifestyle. It should support your vision for the future.

As a financial advisor with the Certified Private Wealth Advisor®, CPWA®, designation, I help individuals and families navigate complex financial decisions with strategies focused on wealth preservation, retirement readiness, tax efficiency, legacy planning and more.

Because when your financial strategy is aligned with your goals, you can spend less time worrying and more time focusing on what matters most. Let's connect.

Edward Jones and its financial advisors do not provide tax advice.

19/10/2026

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/4zClFCv

19/10/2026

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/4BeIldB

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