Bill Gass, CEPA

09/03/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing personal information that can convince them the call is legitimate. Never give sensitive information (like your social security number or credit card number) over the phone, especially if you can't verify the caller. Learn more about grandparent scams: https://bit.ly/4gAwIFS

09/02/2026

It's 529 Month, let’s invest in knowledge! Get started with our lesson to understand the power of 529 plans and strategies to help pave the way for your loved ones' educational success.

Learn about the process, benefits, risks, and tax implications of using a 529 plan to save for college. From Edward Jones and EVERFI

09/01/2026

Some scammers use social media or dating websites to start a relationship with the intended victim in order to ask the victim to send money, usually in the form of gift cards, prepaid money cards or even cash so that it can't be traced. Learn more about romance scams: https://bit.ly/4gEU1yp

08/31/2026

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided greater clarity on the Fed's inflation-fighting priorities. Despite seasonal headwinds, the fundamental backdrop for equities remains constructive.

Angelo Kourkafas, Sr. Global Investment Strategist, discusses the latest developments in AI, Fed policy, and markets in this week's Weekly Market Wrap.



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08/30/2026

Thieves want you to act without giving you time to think. If you’re feeling pressured, stop and consider the situation. If an offer sounds too good to be true, it probably is. Learn more here: https://bit.ly/4i3ufVr

08/28/2026

Inheritance or lottery scams try to get the victim to send money in order to receive the funds. However, you should never need to send money to receive legitimate winnings. Learn more here: https://bit.ly/4zIfoGd

08/27/2026

At Edward Jones, we are dedicated to making others’ lives better and leaving people and places better than we found them. Our Managing Partner Penny Pennington (pictured third from right) discovered many parallels within our firm's culture and the teamwork she witnessed during a once-in-a-lifetime experience aboard the USS Carl Vinson on active duty in the Pacific Ocean. She shared the leadership lessons with our 52,000 associates, financial advisors and branch teams across North America upon return and the great similarities between the mission-focused people of the U.S. Navy and the pride they take in working as a team for the greater good. We can’t help but think this is why so many retired and active duty service men and women find Edward Jones a professional home that is also in line with their desire to serve. We proudly and enthusiastically support those who serve our country and guard our freedoms.

Photo by Don DeMars Photography

08/26/2026

A New York state study found that for every documented case of older adult financial exploitation, another 44 went unreported. Click here to learn more about how to report suspected financial elder abuse: https://bit.ly/3Uh6GyF

08/25/2026

Financial fulfillment is about more than money. It's having confidence in your future, being prepared for the unexpected, and feeling in control of your financial life.

Research from Edward Jones and Gallup found that financially fulfilled individuals often:
• Have an emergency fund
• Follow a retirement strategy
• Save for major goals
• Have an estate plan
• Work with a financial advisor

Financial fulfillment may be closer than you think. Let's talk about the steps that can help you get there.



Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

Content provided by Edward Jones

08/24/2026

Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withstand elevated rates. Despite the potential for seasonal volatility, resilient economic activity and strong corporate earnings support a constructive backdrop for equities.

Investment Strategist Brock Weimer explains what’s behind the move higher in long-term yields in the latest Weekly Market Wrap.



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