Edward Jones - Financial Advisor: Kelly Finley

Edward Jones - Financial Advisor: Kelly Finley

Financial Advisor serving greater San Antonio area | Financial Strategies | Retirement | Insurance |

Weekly market wrap 07/29/2024

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.

Get to know Online Access and mobile app (US|EN) 07/24/2024

Online Access puts your account information at your fingertips. See where you stand with your current goals and track progress toward any new ones (like a protection goal) you set with your financial advisor.

Get to know Online Access and mobile app (US|EN) Learn all about the features and functions of Edward Jones Online Access and our mobile app. Sign up today!www.edwardjones.com/us-en

Weekly market wrap 07/22/2024

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.

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

Weekly market wrap 07/17/2024

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.

Weekly market wrap 07/08/2024

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.

Weekly market wrap 07/01/2024

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.

Weekly market wrap 06/24/2024

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.

06/20/2024

What do you consider the unofficial first sign of summer? For me, it's the kids getting out of school and swimming in the pool!

Weekly market wrap 06/17/2024

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.

06/16/2024

Dear dads, thanks for teaching us how to drive, how to cook and how to tell a bad joke. Happy Father’s Day!

Weekly market wrap 06/10/2024

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.

Weekly market wrap 06/03/2024

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.

05/30/2024

With summer only one short month away, it's the perfect chance to sign up for Online Access and download our mobile app to easily stay connected, even on the go.

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05/29/2024

529 Day is all about saving for the future.

In your opinion - what is the BEST school?
Bonus question - WHY? (And you have to give a reason other than "because it's my alma mater"...dig deep!)

Weekly market wrap 05/28/2024

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.

Weekly market wrap 05/20/2024

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.

Weekly market wrap 05/13/2024

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.

05/12/2024

Happy Mother's Day!

How will you be celebrating?

Weekly market wrap 05/06/2024

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.

Weekly market wrap 04/29/2024

Between a barrage of corporate earnings, the first quarter GDP report, and the release of the Fed's preferred measure of inflation, investors had plenty to digest as markets continue navigate a bumpy start to the second quarter.

While new data flooded in, the narrative stayed largely unchanged in our view, and stocks recovered some of the April losses on the back of strength from tech.

We offer our take on last week's developments along with portfolio implications.

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

Boost your retirement income with these 3 tax strategies 04/23/2024

Unhappy with your tax bill this year? Here are 3 things you can do now to help reduce your future tax burden.

Boost your retirement income with these 3 tax strategies 3 things you can do now to help reduce your future tax bill

Weekly market wrap 04/22/2024

After a 25% run higher in the S&P 500 over the past six months, the tone in the markets in recent weeks seems to have shifted. In our view, volatility has been sparked by a trifecta of recent data and news flow.

We share our take on three drivers of the recent market pullback in our latest Weekly Market Wrap.

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

Online Access Sign-Up 04/18/2024

Springtime brings warmer temperatures and more sunshine — and is a popular time for deep cleaning. Sign up for Online Access today to cut down on paper clutter and easily access your account information.

Online Access Sign-Up This site is designed for U.S. residents. The services offered within this site are available exclusively through our U.S. financial advisors. Edward Jones' U.S. financial advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all...

How can you use your tax refund? Let’s count the ways 04/17/2024

Did you receive a tax refund this year? If so, you may want to consider using your refund to help you achieve your financial goals. Here's how.

How can you use your tax refund? Let’s count the ways Receiving a tax refund? Consider these options on how to use the money received.

Weekly market wrap 04/15/2024

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.

Weekly market wrap 04/08/2024

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.

Weekly market wrap 04/01/2024

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.

E-delivery of documents 03/26/2024

Tired of waiting for tax forms to arrive via snail mail each year? Go paperless to help simplify your life, not to mention eliminate more paper waste. Online Access allows you to conveniently view, download and share your documents with your tax professional in a few easy steps.

E-delivery of documents Reduce paper mail and easily access your important account documents with electronic documents in Online Access.

Weekly market wrap 03/25/2024

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.

Do you have everything you need to do your taxes? 03/25/2024

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.

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3010 N Loop 1604 W, Suite 215
Shavano Park, TX
78231

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 8am - 4pm
Thursday 9am - 5pm
Friday 9am - 5pm

Other Financial Services in Shavano Park (show all)
Samantha Valadez at CMG Home Loans Samantha Valadez at CMG Home Loans
4372 N Loop 1604 W, Ste 310, 312& 314
Shavano Park, 78249

Samantha Valadez NMLS#1235795

Sarah Baraz - Mortgage Loan Officer NMLS# 1859224 Sarah Baraz - Mortgage Loan Officer NMLS# 1859224
4372 N Loop 1604 W, 310, 312, 314
Shavano Park, 78249

NMLS ID: 1859224 |NMLS ID 1248626

Tiffanie Prado-Ramirez NMLS 1544837 Tiffanie Prado-Ramirez NMLS 1544837
Shavano Park

Tiffanie Prado-Ramirez | NMLS #1544837

Sheri Walls - Texas Lending Partners Sheri Walls - Texas Lending Partners
4372 N Loop 1604 W, Suite #300
Shavano Park, 78249

Sheri Walls | NMLS 1805299 | Co-Branch Manager | Texas Lending Partners a Division of American Pacific Mortgage Corporation NMLS #1850 | Equal Housing Lender

Texas Lending Partners Texas Lending Partners
4372 N Loop 1604 W, Suite 300
Shavano Park, 78249

We are a group of passionate people who excel at structuring residential mortgages! Providing lifeti

Andria Cardwell Hollaway- Texas Lending Partners Andria Cardwell Hollaway- Texas Lending Partners
4372 N Loop 1604 W, Suite 300
Shavano Park, 78248

“In the middle of every difficulty lies opportunity.” -Albert Einstein Andria Cardwell | Sr. Loan Originator | NMLS# 1018551