Haley Plumley - Financial Advisor, CFP, AAMS

Haley Plumley - Financial Advisor, CFP, AAMS Financial services

After an AI-driven rally earlier this year, markets are taking a breather, with leadership rotating across sectors, and ...
07/20/2026

After an AI-driven rally earlier this year, markets are taking a breather, with leadership rotating across sectors, and investors anticipating second quarter earnings season. Head of Investment Strategy Mona Mahajan explains what this could mean for investors in the latest Weekly Market Wrap.

https://bit.ly/4wYrTvr

Renewed U.S.-Iran tensions keep geopolitics in focus. However, investor attention remains centered on AI, where strong e...
07/13/2026

Renewed U.S.-Iran tensions keep geopolitics in focus. However, investor attention remains centered on AI, where strong earnings and periodic bouts of volatility continue to shape market leadership and sentiment.

Angelo Kourkafas, Sr. Global Investment Strategist, offers perspective on the recent developments and portfolio positioning for the second half of the year in our Weekly Market Wrap.

https://bit.ly/4gG6QZH

As we enter the second half of the year, we're watching three key trends that are likely to shape the economic and marke...
07/06/2026

As we enter the second half of the year, we're watching three key trends that are likely to shape the economic and market outlook: the health of the labor market, the path of oil prices and gas prices at the pump, and the direction of interest rates set by the Federal Reserve.

Our Principal, Head of Investment Strategy Mona Mahajan breaks down these key variables and what they might mean for investors overall: https://bit.ly/4vpvAJq

How should investors position amid today's competing market forces? Our Senior Economist James McCann dives into the fun...
06/29/2026

How should investors position amid today's competing market forces? Our Senior Economist James McCann dives into the fundamentals and explores what they might mean for portfolios in our latest Weekly Market Wrap: https://bit.ly/4giuvzb

After months of expected interest rate cuts, the Federal Reserve is shifting its focus back to managing inflation. This ...
06/22/2026

After months of expected interest rate cuts, the Federal Reserve is shifting its focus back to managing inflation. This "higher-for-longer" interest rate environment may present compelling opportunities in short-term fixed income, while equities can continue to be supported by strong and broadening earnings growth. Brian Therien, Investment Strategist, explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4agsoYR

As the market navigates a tech rotation and highly anticipated public offerings, investors are seeing a shift toward bro...
06/15/2026

As the market navigates a tech rotation and highly anticipated public offerings, investors are seeing a shift toward broader market participation. Angelo Kourkafas, Senior Global Investment Strategist, explains how this could impact investors in our Weekly Market Wrap.

https://bit.ly/4oCMlis

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driv...
06/08/2026

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driven inflation have meaningfully shifted the outlook toward potential policy tightening — creating a more complex backdrop for equities and fixed income alike. Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/3PPzAUR

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an ac...
06/01/2026

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an accelerating AI investment and robust corporate profit growth, reinforcing the constructive case for equities. However, elevated inflation may keep rate cuts off the table and limit near-term progress in bond markets.

Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/49sUsI4

Calling all Nolan’s and Nora’s! Go get your scoop today! You won’t regret it! ♥️
05/27/2026

Calling all Nolan’s and Nora’s! Go get your scoop today! You won’t regret it! ♥️

🍦Happy Nolan & Nora Day🍦

05/26/2026

As part of Edward Jones’ ongoing commitment to supporting our communities and promoting long‑term financial stability, more than 100 employees recently traveled to Washington, D.C. to attend the firm’s Public Policy Summit.

While there, they had the opportunity to meet with policymakers and advocate for issues that directly impact financial well‑being, including tax fairness, retirement security, and one topic that is especially meaningful to me—caregiving.

Caregiving matters because thousands of individuals put their own financial wellness at risk each year to care for aging or ailing family members. Long‑term care needs are among the most overlooked and underestimated expenses, yet they can have a profound impact on long‑term financial success.

I’m incredibly proud to work for a firm that is so committed to the long‑term success not only of our clients, but of the communities we serve. At the end of the day, we’re all connected—and creating a better future requires thoughtful planning, compassion, and people working together. (Matching the trump account $1,000?!)

This link doesn't look like much but it's a quick and engaging read. Please take a moment to read a bit about things on the radar here!

Address

230 Fidelity Court
Garner, NC
27529

Opening Hours

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

Telephone

+19197204020

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