Edward Jones - Financial Advisor: Mike Shields

Edward Jones - Financial Advisor: Mike Shields /*********/
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If you’re concerned about recent market headlines, you’re not alone. Our Quarterly Market Outlook looks beyond the headl...
05/07/2026

If you’re concerned about recent market headlines, you’re not alone. Our Quarterly Market Outlook looks beyond the headlines to explain recent volatility, economic conditions and opportunities that may matter for long-term investors.

As always, I’m here to discuss how this outlook connects with your personal goals.

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

Geopolitical flare ups can rattle markets, but history shows their impact often fades fast. Even amid the current Middle...
03/26/2026

Geopolitical flare ups can rattle markets, but history shows their impact often fades fast. Even amid the current Middle East tensions and rising oil prices, today’s strong economic backdrop reinforces one message: stay focused on the long-term, not the headlines. We’re monitoring the latest developments and their potential implications for investors.

The U.S. and Israel launched joint strikes on Iran on February 28, prompting Iran to respond with counterattacks across multiple Middle Eastern cities. Iran is a meaningful oil producer, the fourth largest within OPEC, accounting for roughly 4% of global oil supplies, with about 80% of its exports g...

Many people spend decades dreaming of their ideal retirement and how to make it a reality. But while it’s important to m...
11/25/2025

Many people spend decades dreaming of their ideal retirement and how to make it a reality. But while it’s important to make sure you are financially ready to retire, it is also important to prepare emotionally for such a big life change. Here are some questions to consider if you’re emotionally ready to retire.

Read more here

A cooling labor market has shifted the Federal Reserve’s focus from inflation to employment. Senior Global Strategist An...
09/25/2025

A cooling labor market has shifted the Federal Reserve’s focus from inflation to employment. Senior Global Strategist Angelo Kourkafas looks at both key indicators 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...

By learning how to plan for health care expenses now, including what to expect from Medicare, you can avoid unpleasant s...
07/31/2025

By learning how to plan for health care expenses now, including what to expect from Medicare, you can avoid unpleasant surprises later.

Make sure to prepare for costs

It seems like there’s a constant barrage of myths about Social Security. But do they have merit? Learn what’s behind the...
07/03/2025

It seems like there’s a constant barrage of myths about Social Security. But do they have merit? Learn what’s behind these myths, whether there’s any truth to them and, most importantly, what you can do. And, as always, I’m here to answer any questions you have about Social Security benefits and how they factor into your retirement strategy.

Learn the truth about three Social Security rumors and more importantly, what you can do about them.www.edwardjones.com/us-en

Whether retiring or changing jobs, if you have a 401(k) retirement savings plan, you’ll want to know your account option...
06/12/2025

Whether retiring or changing jobs, if you have a 401(k) retirement savings plan, you’ll want to know your account options so you can decide what's best for you.

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

While none of us enjoy periods of market volatility, these fluctuations are a normal part of investing, and they can be ...
04/07/2025

While none of us enjoy periods of market volatility, these fluctuations are a normal part of investing, and they can be used as an opportunity to better position your financial strategy for long-term success. Let's discuss strategies that might make sense for your situation.

These strategies can be particularly beneficial for higher-net-worth individuals or those with potentially taxable estates, as they can help mitigate future estate or income taxes.

Stay up to date with the latest developments, trends and daily insights on the market.
03/20/2025

Stay up to date with the latest developments, trends and daily insights on the market.

Stay up to date with latest developments, trends, and daily insights on the market. Get a comprehensive look at market movements, international updates, economic indicators, and our expert's analysis.

How could tariffs impact the U.S. economy, markets, inflation and central bank policies? And how can you prepare your po...
02/13/2025

How could tariffs impact the U.S. economy, markets, inflation and central bank policies? And how can you prepare your portfolio?

Find out what’s driving the international markets, as well as strategies for disciplined investors to consider.www.edwardjones.com/us-en

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