Edward Jones - Financial Advisor: Bob Halbert

01/12/2026

It was an eventful first week of 2026—from major geopolitical developments to fresh economic data to policy uncertainty ahead of a Supreme Court decision.

Mona Mahajan, Principal and Head of Investment Strategy, breaks down what it could mean for investors in our Weekly Market Wrap.

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

01/10/2026

Maxing out your retirement accounts seems like a no-brainer. The more you save, the more you’ll have in retirement. But before you do, consider whether it aligns with your other priorities.

Pros and cons of maxing out your retirement accountswww.edwardjones.com/us-en

01/07/2026

Learn what 2026 may hold for the markets and economy, how recent legislation could shape your finances and which strategies remain essential for long-term success.

Watch this webinar live on Jan. 21 at 3 p.m. CT or on demand after.

Wednesday, January 21, 2026 at 3:00 PM Central Standard Time.

01/05/2026

With 2025 in the record books, it’s time to consider resolutions for the year ahead. Senior Economist James McCann outlines four resolutions to help investors prepare for whatever 2026 brings.

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

01/01/2026

It’s a new year, a fresh start. Here’s to the opportunities in the coming year.

12/31/2025

If you earn a certain amount, you may need to pay a Medicare premium surcharge called the income-related monthly adjustment amount, or IRMAA.

Health care will likely be one of your largest expenses in retirement. And if you exceed a certain amount of income, you may be paying a Medicare premium surcharge.www.edwardjones.com/us-en

12/29/2025

We highlight four themes that shaped 2025 and outline actions to help investors prepare for the year ahead: https://bit.ly/45vNnEl

12/27/2025

Christmas lights are a classic way to bring festive cheer! ❄️Did you know that around our area we have places to go where you can walk through Christmas lights, drive-thru Christmas lights or out in Lancaster County, you can even zipline through Christmas lights. 🎄 Some people also go ALL OUT, that draw crowds to their homes. Do you know of any homes in the area that would be fun to drive past?🚘

12/25/2025

From our family to yours....Merry Christmas!

12/22/2025

2025 may be ending with some noisy market headlines, but the outlook for 2026 is looking brighter. Inflation is cooling, the job market is starting to stabilize and the Fed could start easing rates — creating opportunities beyond the big tech names.

Investment strategist Angelo Kourkafas outlines what this could mean for investors in our Weekly Market Wrap:

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

12/19/2025

May your days be merry, your spirits high and your heart full of joy this holiday season.

12/19/2025

As the holidays approach, may your days be merry, your spirits high and your heart full of joy. We cherish the connection we have and are deeply grateful for your trust in us. Wishing you a wonderful holiday season.