Edward Jones - Financial Advisor: Jerry Koontz

09/03/2026

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

09/01/2026

How long can the AI cycle last? What could derail the stock market from here? Our Principal, Head of Investment Strategy Mona Mahajan joined CNBC Squawk Box to discuss key questions for investors.

Watch the full interview: https://bit.ly/3SFPP8g

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.



https://bit.ly/4wZQhfK

08/27/2026

This year has been a reminder that markets can climb even in times of uncertainty. While risks continue to shape the outlook, we believe strong economic momentum supports opportunities across a range of asset classes. Staying diversified and focused on long-term goals remains one of the best ways to navigate an ever-changing market environment.

Learn more in our August Monthly Portfolio Brief: https://bit.ly/46wbOBD

08/25/2026

Every great team knows that one match doesn't define the tournament—it's about consistency and staying in the race. Your financial goals work the same way. Whether markets are up or down, having a partner that will help you stay committed is key. Let’s connect!

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.



https://bit.ly/4hSAE5W

08/20/2026

Planning for Medicare? Don't forget that your health needs will change as you age. The coverage you choose now should work for you years down the road too. We break down Medicare's two options and help you think through what matters most.

As you approach 65, you’re likely thinking about the next chapter — travel plans, new hobbies and time with loved ones.www.edwardjones.com/us-en

08/18/2026

If you’re retired or nearing RMD age, your withdrawal strategy matters more than you might think. From qualified charitable distributions to thoughtful Roth conversion planning, there may be ways to better manage required withdrawals and their tax impact.

During your working years, you likely built much of your retirement savings in tax-advantaged accounts such as a 401(k) or a traditional IRA.www.edwardjones.com/us-en

08/17/2026

Inflation has trended lower, supporting the case for the Federal Reserve to keep policy rates steady. While the path back to the Fed's inflation target may not be perfectly smooth, strong earnings, healthy economic growth and resilient consumer spending continue to help support market strength.

Portfolio Strategist Tom Larm shares his perspective on the forces influencing markets and what it could mean for investors in the latest Weekly Market Wrap.

https://bit.ly/4g3nuSg

08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.