Edward Jones - Financial Advisor: Brad Heyer

Edward Jones - Financial Advisor: Brad Heyer Our Edward Jones branch team feels that it is important to understand our client's goals and concerns. One of those towns where you know and wave to everyone.

Especially in volatile market environments, clients should feel that they are understood and feel comfortable with their investments. I am originally from a small town of 500 people in northern Iowa. I moved into the first branch office in Waukee in 2013 after a career in information technology. Kari, my branch office administrator, really does a great job greeting people as they enter the branch.

She is a great resource to clients who need help understanding their online access, statements and how we can help consolidate assets. Please let us know if we can help you with any of your investment and retirement planning decisions. Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.
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Our latest Weekly Market Wrap digs into signs of a shift in the U.S. economy and how the markets are adjusting.
03/10/2025

Our latest Weekly Market Wrap digs into signs of a shift in the U.S. economy and how the markets are adjusting.

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

To assess what's next for the markets, we examine the key catalysts behind the recent pullback and the factors that cont...
03/03/2025

To assess what's next for the markets, we examine the key catalysts behind the recent pullback and the factors that continue to support the economy and markets.

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

We highlight three 2025 market trends we're watching carefully as the year unfolds. Overall, in our view, the trends und...
02/24/2025

We highlight three 2025 market trends we're watching carefully as the year unfolds. Overall, in our view, the trends underscore the importance of portfolio diversification across sectors, regions and asset classes.

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

Two months into 2025, markets are navigating conflicting forces where headlines, sentiment and actual developments don't...
02/18/2025

Two months into 2025, markets are navigating conflicting forces where headlines, sentiment and actual developments don't always align.

We offer our perspective on the key crosscurrents shaping the investment landscape and highlight how market trends in some cases run counter to headlines.

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

From a portfolio perspective, we see diversification in the year ahead as a critical way to stay focused on your goals d...
02/10/2025

From a portfolio perspective, we see diversification in the year ahead as a critical way to stay focused on your goals despite political uncertainty and potential bouts of volatility.

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

The U.S. economy remains on solid footing, the earnings season is off to a solid start, and the Fed is holding rates ste...
02/03/2025

The U.S. economy remains on solid footing, the earnings season is off to a solid start, and the Fed is holding rates steady. We share considerations for investors in the year ahead.

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

On his first day in office, President Trump signed a record 26 executive orders. We explore four key areas and share rec...
01/27/2025

On his first day in office, President Trump signed a record 26 executive orders. We explore four key areas and share recommendations for investors for the first 100 days of the new administration.

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

One of the biggest surprises of 2025 has been the magnitude and speed of the rise in bond yields. Investors who were onc...
01/21/2025

One of the biggest surprises of 2025 has been the magnitude and speed of the rise in bond yields. Investors who were once overly confident in the Fed's willingness to cut rates may now be underestimating its flexibility.

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

2025 kicked off with solid economic fundamentals in the U.S. and Canada, even with political shifts underway for both. W...
01/13/2025

2025 kicked off with solid economic fundamentals in the U.S. and Canada, even with political shifts underway for both. We share our views on the markets in the current backdrop and year ahead.

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

Despite an underwhelming end, 2024 proved to be a stellar year for investors. Can the good times continue? We share five...
01/06/2025

Despite an underwhelming end, 2024 proved to be a stellar year for investors. Can the good times continue? We share five key views for 2025.

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

Each year brings its share of changes, and 2025 will likely be no different. We take a look back – and forward – at fixe...
12/30/2024

Each year brings its share of changes, and 2025 will likely be no different. We take a look back – and forward – at fixed-income investments.

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

The Federal Reserve caught markets off guard at its final meeting of 2024 with a hawkish tilt to its updated economic pr...
12/23/2024

The Federal Reserve caught markets off guard at its final meeting of 2024 with a hawkish tilt to its updated economic projections and "dot plot." We share key takeaways and considerations for long-term investors.

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

Address

270 W Hickman Road
Waukee, IA
50263

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+15159870412

Website

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