Edward Jones - Financial Advisor: Matthew B. Malten, CFP

06/08/2026

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driven inflation have meaningfully shifted the outlook toward potential policy tightening — creating a more complex backdrop for equities and fixed income alike. Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/3QtALJF

06/05/2026

Are you building a business — or a legacy?

Too many family businesses fail not from poor performance, but from lack of a clear succession plan.

When expectations aren’t defined, conflict fills the gap: Who leads? Who benefits? What’s fair?

A well-designed plan brings clarity, protects relationships, and turns a successful business into a multi-generational family dynasty.

Don’t leave your legacy to chance.

If you or your family haven’t started this conversation, now is the time. Start with this for some initial ideas. Then let’s connect.

06/05/2026

Large IPOs can come with a lot of fanfare. But in the early days of public trading, it can be difficult to separate long-term fundamentals from short-term momentum.

We break down what history shows about IPO performance – and share key considerations to help investors stay grounded in the fundamentals:

Initial public offerings (IPOs) tend to attract a lot of investor interest, especially when the company is large and well-known. The excitement can be tempting, but it doesn't always lead to strong investment results. We encourage investors to look beyond the headlines and focus on whether the share...

06/03/2026

We can help you address some of the common financial needs we see among business owners, including retirement plans, protecting and growing the business, and exit planning.

Let's build a strategy to help you meet both personal and professional goals.

Here's our business owners hub

06/01/2026

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an accelerating AI investment and robust corporate profit growth, reinforcing the constructive case for equities. However, elevated inflation may keep rate cuts off the table and limit near-term progress in bond markets.

Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/3PS9KPW

05/27/2026

One of the first questions I ask business owners — especially newer entrepreneurs — is this:

Could your business survive without you?

It’s not an easy question, but it’s a critical one.

So many founders focus on growth — revenue, hiring, scaling — while the foundation that protects all of it gets overlooked.

- Do you have key person protection in place?
- Is there a buy-sell agreement if you have partners?
- When was the last time any of it was updated?

Because your business isn’t just yours. It supports your employees, your customers, and your family.

You’ve built something valuable.

Why leave that value exposed?

Planning for the “what if” isn’t pessimistic — it’s part of building something that lasts.

If this question made you pause, read this for some initial steps to consider. Then let me know if further conversation would be helpful.

05/26/2026

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain their recent momentum. Senior Global Investment Strategist Angelo Kourkafas provides insights into why yields are rising, why today’s inflation backdrop differs from 2022, and what higher rates may mean for portfolios in the latest Weekly Market Wrap.

https://bit.ly/3S1th0O

05/18/2026

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment Strategist Mona Mahajan explains why fundamentals and staying invested still matter more than seasonality in our Weekly Market Wrap.

https://bit.ly/3POc9Lm

05/13/2026

An owner-only defined benefit plan can help you secure a predictable retirement income. Let's evaluate whether this plan fits your goals.

Saving for retirement is paramount when you work for yourself.

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05/11/2026

Despite ongoing geopolitical noise, markets have increasingly refocused on underlying fundamentals. Strong corporate earnings, a resilient economy and solid labor market data have helped drive equities to new record highs.

Senior Economist James McCann outlines three key trends to watch in the latest Weekly Market Wrap.

https://bit.ly/48WU4RQ