Edward Jones - Financial Advisor: Matt Mckinney

11/02/2026

You may be a rock star at running your business, but it helps to have a financial professional assist you with your company's cash management and retirement plan.

Here's our business owners hub

11/02/2026

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/4BG12ak

11/01/2026

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

10/31/2026

As a retirement plan sponsor, has it been a while since you had a face-to-face conversation with your plan's financial advisor?

Here's our business owners hub

10/30/2026

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That's why I'm proud to share that Edward Jones offers eligible U.S. clients complimentary access to Carefull®, a service designed to help monitor financial activity, identify potential warning signs and provide alerts that can help detect fraud before it happens.

Reach out to get started or click this link to learn more about Carefull: https://bit.ly/3WhWI0W

10/29/2026

While running a business might take a lot of time and energy, stepping back to ensure your financial house is in order is worth it.

Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.

10/28/2026

Your business represents years of hard work and dedication. I can help you think through succession, transition planning and strategies to help support your long-term goals. Send me a message to schedule a meeting.

10/27/2026

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/4itsQ9s

Download the Financial Impact of Caregiving report: https://bit.ly/4iaq4Hc



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/4z4tBN4

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/4zg0NRS