Edward Jones-Financial Advisor: Craig Montgomery

11/03/2026

What might the upcoming U.S. midterm election mean for investors?

While markets can react to election headlines and unexpected outcomes, history reminds us that long-term investing and political predictions don't always go hand in hand.

Our Senior Global Investment Strategist Angelo Kourkafas and Head of Policy, Regulatory and Government Relations Andy Blocker sat down together at the Edward Jones Town Square in Washington, D.C., to discuss why investors may want to focus on their long-term goals instead of short-term political noise, and what past midterm elections can teach us about market performance.

10/11/2026

Your future deserves more than guesswork. It deserves a plan.

As a financial advisor, I see firsthand how increasing complexity, evolving retirement goals and generational wealth shifts are making proactive planning more important than ever. And as a CERTIFIED FINANCIAL PLANNER® professional, I help clients align their decisions—big and small—with what matters most.

If you’ve been considering your next step, this is the moment to start the conversation.

CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® (with plaque design) in the U.S.

10/08/2026

With the 2026 midterm elections approaching, investors are once again asking what politics may mean for markets and whether the elections have the potential to disrupt this year's positive momentum. Here's what history says – and what's different this time:

With the 2026 midterm elections approaching, investors are once again asking what politics may mean for markets and whether the elections have the potential to disrupt this year's positive momentum. History suggests that elections often create short-term uncertainty, but they have rarely been the pr...

10/07/2026

From corporate to municipal bonds, we offer a variety of fixed-income investments. Let’s talk about which ones are right for you.

Here are your options

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.

04/21/2026

I've completed the education to obtain the CERTIFIED FINANCIAL PLANNER®️ or CFP®️ certification.

Highlights include:
• Financial management, tax-sensitive investment strategies, estate considerations and retirement savings
• Insurance planning and education planning

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®️, CERTIFIED FINANCIAL PLANNER®️ and CFP®️ (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Our financial advisors hold industry-leading credentials.www.edwardjones.com/us-en

02/14/2026

The U.S. dollar started 2026 on softer footing. And while talk of the dollar’s “demise” is likely exaggerated, its multi‑year uptrend has clearly lost momentum, with currency volatility beginning to tick higher.

Senior Global Strategist Angelo Kourkafas and Analyst Brock Weimer break down what’s driving the dollar’s recent moves, what a weaker currency could mean for global markets and our outlook going forward in this month’s international market focus.

https://ow.ly/MShB50Ye3vn

02/06/2026

12/08/2025

With the year almost over, investors may have some trouble reconciling the seeming contradiction between the gloomy news cycle and a solid market.

Senior Economist of Investment Strategy James McCann discusses three explanations and how the economic narrative for 2026 could turn out brighter.

Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...

12/05/2025

Our locker room speech? Teamwork wins championships — and builds lives well-loved. Edward Jones is proud to be the Official Wealth Management Partner of the Big 12. I'm here to help you and your home team plan for college, retirement, and everything in-between.

Because being rich is all about being there for life's best moments. Call, click or come by and let’s find your rich.

The Big 12 Conference, Inc. is not a current client of Edward Jones. The Big 12 Conference, Inc. was compensated for this endorsement. For more information, visit edwardjones.com/Big12