Edward Jones - Financial Advisor: Evan Price

After more than 1 ½ years of large-cap growth sectors and the "Magnificent 7" leading the market, what has caused a somewhat sudden rotation away from the tech darlings? We highlight three key elements.

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

As we kicked off 2024, one of our 10 key calls for the year was our view that while equity markets would continue to perform well, the market's underlying leadership would rotate, broadening out beyond 2023's Magnificent Seven concentration.

We take a look at how this recently showed up within three key market matchups, and what it may mean for investors' portfolios.

Bitly | Too Many Requests | 429 Error This is a 429 error. Try accessing this page directly or wait a few minutes and try again. Everyone has their limits, and we're getting too many requests right now.

Check out our midyear review and outlook for the back half of 2024 in our latest Weekly Market Wrap.

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

Our latest Weekly Market Wrap discusses a potential silver lining to the cooling economy and how inflation may also be resuming a gradual cooling period. Read on for potential effects on the markets, whether or not we see moderating inflation.

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

With the first half of 2024 now in the books, our latest Weekly Market Wrap takes a look at a few notable winners and losers in the markets. Check out our views on what that performance means for the remainder of the year.

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

In our latest Weekly Market Wrap, we explore the current state of the consumer, the outlook for spending and the implications for both the economy and the markets.

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

The June FOMC meeting and U.S. inflation data were front and center last week, with both offering some positive news for the bulls. Our Weekly Market Wrap highlights potential market opportunities ahead.

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

The onset of summer coincided with signs of a cooling economy and mixed signals on the labor market, best described as a gradual normalization rather than a sudden shift.

We highlight four trends to watch in our latest Weekly Market Wrap.

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

This year's intense focus on the timing of a potential Fed rate cut, as well as the mania around AI, have been well documented. But there's more to this market than meets the eye.

We share three things that might come as a surprise in our latest Weekly Market Wrap.

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

After 4 weeks of rallying, markets took a breather last week, despite stellar earnings from the artificial intelligence (AI) darling Nvidia. While returns were narrow and concentrated in the technology space early on, diversification will likely be a key theme as the bull market continues and matures.

Find out more in our latest Weekly Market Wrap.

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

With inflation's peak in the rear view, and the stock market climbing to a new summit in recent days, last week highlighted the role the descent in inflation is having on the ascent in equities. We think these conjoining trends can persist, though likely with a few more hiccups along the way.

Check out our peak perspectives in our latest Weekly Market Wrap.

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

As the first quarter earnings season wraps up, we offer our take on the state of corporate America, which provides a valuable compass for evaluating the overall trajectory of stocks.

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

After five months of sharp and steady gains beginning last November, the mood in the financial markets has shifted in recent weeks. The catalysts for the swing – Fed policy, the jobs market, corporate earnings – were all in the spotlight last week.

We offer our take in our latest Weekly Market Wrap.

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

Along with last week's solar eclipse came another seemingly rare event: the stock market turned lower, with hotter-than-expected inflation data eclipsing the enthusiasm around upcoming Fed rate cuts.

Although we've been of the view that the recent sharp market rally will eventually need to blink, more broadly, we still think there's a good case for investors to look up.

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

Employment conditions plus inflation trends equals Fed interest rate decisions. This is the calculus that has been guiding market performance for the past two years.

The first variable in that equation was in full focus last week as the latest jobs report provided a fresh look at the state of the labor market. While the better-than-expected results showed that the economy remains in good health, markets will continue to do the math on what this means for upcoming Fed actions.

In our latest Weekly Market Wrap, we offer our take on the implications for markets as we advance.

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

The last time the Fed achieved a soft landing was in 1995 when a successful pivot to rate cuts supported the start of a multi-year rally. Today, investors are hoping to achieve a similar outcome as most central banks are eyeing the start of rate cuts in the months ahead.

In our latest Weekly Market Wrap, we examine the similarities and differences in the macroeconomic backdrop between now and the mid-'90s and offer our views of where the opportunities lie.

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

Friday evening at our Edward Jones annual awards ceremony, I was presented the Ted Jones Spirit of Caring Award. Ted Jones was the son of our founder, Edward D. Jones, Sr., and responsible for shaping much of the culture and unique direction our firm chose to take in its 102 year history. Since 2010, the Ted Jones Spirit of Caring Award has been presented to one financial advisor in every region, voted on by peers, who best exemplifies Edward Jones' values, culture and spirit of giving back to the firm and the community. The physical award is a medallion embossed with the image of Ted Jones, encased in a hand crafted holder made from wood harvested from the Jones’ farm in Williamsburg, Missouri. I am truly humbled and honored to have been chosen by my fellow financial advisors to receive this prestigious award! However, without Jesus in me, there is no spirit of caring. He alone is the source!

Last week, the Federal Reserve held its March Federal Open Market Committee (FOMC) meeting and press conference and also released an updated set of economic projections. We share our takeaways in our latest Weekly Market Wrap.

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

There are only three weeks left to file your taxes—do you have everything you need to file? Use this checklist to help make sure you are all set to file your taxes by the April 15th deadline.

Do you have everything you need to do your taxes? Ready to file your federal income taxes? Use our tax filing checklist to help ensure you have all the tax forms you need to complete your return.

Last week marked the one-year anniversary of the bank crisis that saw the collapse of several regional banks, an episode that roiled financial markets as it sparked memories of banking system challenges in 2008.

In our latest Weekly Market Wrap, we share a few perspectives on what's changed since the bank crisis and what it may mean for the investment landscape ahead.

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

Every dollar saved in taxes is one more you can spend, save, give or leave as a legacy. Here are three tax-smart strategies you should consider to potentially reduce taxes now or in the future.

3 strategies for tax-smart investing Every dollar you save in taxes is one more you can spend, save, give or leave. Here are three ways to potentially reduce your taxes now or in the future.

This past week, markets digested several datapoints that indicated the U.S. labor market may be showing early signs of fatigue.

In our view, given the ongoing easing in inflation and now more signs of a cooling labor market, the Fed likely remains on track to begin a rate-cutting cycle later this year, perhaps starting around the June meeting.

We share more of our takeaways in our latest Weekly Market Wrap.

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

This week we heard from Zeph Smith. He is pictured here (l) beside club President Evan Price(r). In 2020 Zeph and his wife Whitney bought the old Cleo Bailey School, a 28,000 sq. ft. building in the old Toxaway Community of Anderson. Their intention is to make the 2 acre grounds a place where vital services and educational opportunities can be delivered to the families of the immediate neighborhood. Many of the residents there are of modest means but they have immeasurable spirit. The first initiative has been to make food by way of a thriving urban garden, which, in the 2023 growing season, yielded nearly 3,000 pounds of produce. This bounty doesn't just feed, it nurtures, as it supplements groceries for approximately 100 local families. The Cleo Bailey Experiment is more than a nonprofit. It's a movement, powered by local donations, tireless volunteers, and a belief in a brighter future. Reaching their lofty goals will enrich the residents of the local community with new knowledge and hope for a brighter future. Please consider joining the Cleo Bailey Experiment as this community strives to restore the schoolhouse, cultivate the garden, and nurture the community. Together, we can grow a better tomorrow. For more information: .org

Rising markets and low volatility always rank high on investor's wish lists. In the past four months, we've been fortunate to experience precisely that.

In our latest Weekly Market Wrap, we share five takeaways from February's market performance.

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

Cases of tax fraud are on the rise. Here's what you should be on the lookout for this tax season to help protect you and your loved ones from tax fraud.

6 tips to help you avoid common tax scams A solid strategy can help safeguard you from these increasingly frequent crimes.

With the sharp rally sending the S&P 500 to a record high in recent days, you wouldn't think it would be hard for investors to find good news. We think the bull market looks to have runway ahead, but we also know that even the best markets run out of breath occasionally. In this latest installment of the Weekly Market Wrap, we offer three signs that can give investors confidence in the broader outlook for this market.

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

Tax season can be a stressful time, even without the worry of unintentionally making a filing mistake. To help you out, we outlined 5 tax-filing mistakes you should be on the lookout for this tax season.

Avoid these common tax-filing mistakes Before you file your taxes this year, be sure to avoid these five common tax-filing mistakes.

Although stocks recovered from a sharp drop after last week's CPI inflation report – and the S&P 500 even approached new all-time highs – investors may be feeling anxious.

Can inflation continue to moderate, as it has over the past year, even in the face of resilient economic growth? Or, is this a start of a trend in the wrong direction?

We share our views in our latest Weekly Market Wrap.

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

Have questions about your Edward Jones tax forms? Here are some of the most commonly asked questions we hear from clients during tax season.

Questions about Edward Jones tax forms Answers to some of the most common questions about tax forms.