Edward Jones-Financial Advisor: Josh Read

07/20/2026

Our Quarterly Market Outlook looks beyond the headlines to explain recent volatility, economic conditions and opportunities that may matter for long-term investors. As always, I’m here to discuss how this outlook connects with your personal goals.

Our investment strategists provide Edward Jones’ perspective on the economy and the markets, and what it may mean for your portfolio.

07/16/2026

Recent market headlines are reinforcing three key drivers we're watching this summer. Senior Global Strategist Angelo Kourkafas covers what it might mean for investors.

Watch the full version: https://bit.ly/4wpOwcl

07/13/2026

Even with volatility from geopolitical risks and inflation pressures, disciplined investors have been rewarded with solid broad-based gains over the year. With a constructive global backdrop unfolding, we've refined our guidance to help set up for the second half of 2026, emphasizing diversification to help capture broadening opportunities.

Portfolio Strategist Tom Larm breaks it down in our Monthly Portfolio Brief.

https://bit.ly/3R7MKgu

07/09/2026

If you’re retired or nearing RMD age, your withdrawal strategy matters more than you might think. From qualified charitable distributions to thoughtful Roth conversion planning, there may be ways to better manage required withdrawals and their tax impact.

During your working years, you likely built much of your retirement savings in tax-advantaged accounts such as a 401(k) or a traditional IRA.www.edwardjones.com/us-en

07/06/2026

While market volatility in 2026 increased risk and dominated headlines, history suggests that periods of uncertainty have tended to be temporary, often creating attractive opportunities for disciplined long term investors.

Here are a few steps investors can consider to help navigate market volatility with greater confidence.

The first half of the year is a reminder that market volatility is often triggered by external shocks with broad economic implications.www.edwardjones.com/us-en

07/04/2026

Happy Birthday, America! 250 years looks good on you. Wishing everyone a fun and safe 4th of July!

07/02/2026

The majority of Americans are either conflicted or stressed about their finances, but it doesn’t have to be that way. When your finances reflect what matters most to you, everything feels a little more in sync.

That’s why confidence is just as important as the numbers. If you’ve been wanting more clarity, let’s talk.

Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

06/29/2026

Feeling the sting of higher prices as inflation spikes again? Then, come on down! Senior Economist of Investment Strategy James McCann discusses the rising prices and what they might mean for American households.

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...

06/25/2026

A 401(k) can be a powerful way to save for retirement, but it’s not the only option available. In fact, retirement strategies often work best when multiple tools are working together.

Learn more: https://bit.ly/4uZ6YXB

06/22/2026

Your life is bigger than just a number. Let’s build a plan that supports the life you want to live — across health, family, purpose, and finances. Connect with me if you’d like to learn more.