Edward Jones - Financial Advisor: Adam Jenkins

Edward Jones - Financial Advisor: Adam Jenkins

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Weekly market wrap 28/10/2024

The stock market's six-week winning streak came to a halt last week, as rising bond yields began capturing investors' attention. We examine the forces driving the recent rise and explore the potential for further increases.

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

22/10/2024

Halloween's just around the corner. Attending a big costume party, taking kids trick-or-treating or planning a quiet night at home? Whatever your plans this year, download our mobile app so you can sign in to Online Access and check your progress from wherever you'll be.

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Weekly market wrap 21/10/2024

The stock market has delivered a stellar performance so far in 2024, touching new all-time highs again last week. If it holds onto current gains through year-end, this would be the second straight calendar year with a return above 20%, a somewhat rare feat.

In our latest Weekly Market Wrap, we take a look at similar strong periods in the past, and what current conditions signal about the potential for another win in 2025.

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

Charitable stacking: A long-term strategy with tax benefits (US|EN) 15/10/2024

By combining or “stacking” several years’ worth of giving into a single year, you may be able to realize greater tax savings by itemizing this year and taking the standard deduction in subsequent years as planned.

Charitable stacking: A long-term strategy with tax benefits (US|EN) By combining or “stacking” several years’ worth of giving into a single year, you may be able to realize greater tax savings by itemizing this year and taking the standard deduction in subsequent years as planned.www.edwardjones.com/us-en

Weekly market wrap 14/10/2024

As we mark the two-year anniversary of the bull market, we assess how the economic and market environment has evolved and explore what might come next.

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

Weekly market wrap 30/09/2024

Markets have performed quite well in the lead up to this year's U.S. presidential election. As we advance toward – and beyond – November 5th, our latest Weekly Market Wrap provides perspective on what markets have done after elections as well.

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

Inheritance planning: Here's how to start the conversation 26/09/2024

Our Head of Wealth Management Advice & Solutions Lena Haas shared advice for talking about inheritance with loved ones in a recent Yahoo! Finance interview. Give it a watch and reach out with any questions.

Inheritance planning: Here's how to start the conversation Inheritance planning is a crucial but often overlooked aspect of financial management, with many people feeling uncomfortable discussing it. Edward Jones Principal and Head of Wealth Management Advice & Solutions, Lena Haas, joins Wealth! to share insights on having the important conversation about....

Weekly market wrap 23/09/2024

Some weeks are more consequential than others in shaping the market narrative, and last week was one of them.

The Federal Reserve delivered on what markets have been hoping for and anxiously anticipating over the past two years. Interest rates were cut by a larger-than-typical 0.5%, signaling a critical turning point in the monetary policy cycle.

We offer five key takes on what last week's announcement means for the economy and markets.

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

17/09/2024

We know it can be easy to lose track of appointments when caught up in the hustle and bustle of life. That's why Online Access makes it so easy to request appointments with your financial advisor, not to mention receive automated reminders for upcoming meetings.

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Weekly market wrap 16/09/2024

Investors focused in on inflation data last week, with markets continuing to filter the balance of consumer price trends and economic readings through the lens of what it means for Fed interest rate moves ahead.

We zoom in on key items that were in the frame last week, and then zoom out for a better view of the bigger picture for the markets.

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

11/09/2024

Those who lost their lives on September 11th will always be in our hearts.

Market news is everywhere — but what does it all mean for you? 09/09/2024

As we set our eyes on September and October, the two-month stretch before the U.S. presidential election, we offer three perspectives on market volatility.

Market news is everywhere — but what does it all mean for you? 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...

Weekly market wrap 09/09/2024

After last week's soft jobs report, markets continued their risk-off positioning that began in the seasonally volatile month of September. We share our view on the slowing labor market and recommendations for investors in the current backdrop.

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

3 takeaways on U.S. presidential elections and stock markets (US|EN) 09/09/2024

With the presidential election only months away, you may be tempted to make emotional decisions regarding your finances. But before you do, let’s explore three key trends on what history tells us about elections and stock markets.

3 takeaways on U.S. presidential elections and stock markets (US|EN) While the presidential election is in November, it's important to explore key historical stock market trends for perspective.www.edwardjones.com/us-en

Give smarter with your required distribution (US|EN) 06/09/2024

If you’re interested in supporting a charity and potentially lowering your tax bill in retirement, one strategy to consider is a qualified charitable distribution.

Give smarter with your required distribution (US|EN) If you’re interested in supporting a charity and potentially lowering your tax bill, one strategy to consider is a qualified charitable distribution.www.edwardjones.com/us-en

Weekly market wrap 03/09/2024

To frame the August swings, we examine what's changed, what hasn't and what the evolving conditions may mean for the road ahead.

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

The Market Is Mightier Than Politics and Policy 26/08/2024

Wondering which party in power will sway the markets? The answer may surprise you. Here’s why it’s so important to stick to your long-term investment strategies…even during short-term political events.

The Market Is Mightier Than Politics and Policy Remaining steadfast amid political and policy changes has benefited investors.

Weekly market wrap 26/08/2024

Markets spent the past week largely treading water. While there were no major surprises, we do think the Federal Reserve's freshest commentary provided three key takeaways that will be important for markets ahead.

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

Gain a Big-Picture View 21/08/2024

The end of summer often means heading back to school (for loved ones if not yourself), but Online Access can also help you get back to the basics with your financial goals. Easily view account performance during your time with Edward Jones on the web or on the go with our app.

Gain a Big-Picture View Connect and view accounts you have elsewhere in Online Access.

Weekly market wrap 19/08/2024

Markets over the past week continued to recover from the previous week's sharp pullback.

In our view, the backdrop of softer inflation and cooling but positive economic growth still points to a Fed that will likely begin cutting rates as soon as the September 18 FOMC meeting.

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

Daily market snapshot 19/08/2024

Stay up to date with the latest developments, trends and daily insights on the market.

Daily market snapshot Stay up to date with latest developments, trends, and daily insights on the market. Get a comprehensive look at market movements, international updates, economic indicators, and our expert's analysis.

16/08/2024

Make a difference as a Client Support Team member at Edward Jones. Learn more about the opportunity at our next 30-minute webinar, featuring Edward Jones associates and recruiters.

Client Support Team Webinar

Are you saving for retirement? 15/08/2024

Is it time to kick your retirement planning into high gear? Review this checklist to make sure you understand how things like Social Security, health care expenses and transitions from saving to spending could affect your income strategy after you retire.

Are you saving for retirement? Read through this checklist

Delivering personal financial strategies 15/08/2024

We believe in forming a true partnership where we care as much about WHY you're investing as WHAT you choose to invest in. This personalized approach to investing helps set us apart. Let's schedule time to figure out how I can help you build the future YOU want to see.

Delivering personal financial strategies Let’s build yours together.

Weekly market wrap 12/08/2024

For any investors that were looking the 2024 gift horse in the mouth, last week showed some teeth. We don't think the recent pullback should be patently dismissed, but panic is not the proper reaction either.

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

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