Edward-Jones Associate: Kyle Friedrich

05/22/2026

Large IPOs can come with a lot of fanfare. But in the early days of public trading, it can be difficult to separate long-term fundamentals from short-term momentum.

We break down what history shows about IPO performance – and share key considerations to help investors stay grounded in the fundamentals:

Initial public offerings (IPOs) tend to attract a lot of investor interest, especially when the company is large and well-known. The excitement can be tempting, but it doesn't always lead to strong investment results. We encourage investors to look beyond the headlines and focus on whether the share...

05/20/2026

Conflict-driven market swings grab attention, but they rarely change the long-term trajectory. Here’s a clear look at what history has shown time and again.

Staying invested despite geopolitical events can pay off in the long run.

05/18/2026

One of the most frequent conversations I have with families is how to balance education savings with retirement goals. With a clear, structured plan, you don’t have to choose one over the other. Let’s talk about what balance could look like for your family.

05/15/2026

Despite ongoing geopolitical uncertainty, markets have shown notable strength, in large part driven by resilient corporate earnings. Our Principal, Head of Investment Strategy Mona Mahajan joined CNBC’s Squawk Box to break down what’s driving markets higher – and key considerations for investors looking ahead.

This material is for general information purposes only and is not intended to predict or guarantee the future performance of individual securities, market sectors or the markets generally. Opinions expressed are as of the date of this report and are subject to change. This material is not directed to any specific investor or potential investor and should not be interpreted as a specific recommendation or investment advice. Investors should make investment decisions based on their unique financial situation.

Past performance of the markets is not a guarantee of future results. Investors should understand the risks involved in owning investments, including interest rate risk, credit risk and market risk.

Diversification does not ensure a profit or protect against loss in a declining market.

05/13/2026

Markets are reaching new highs—but is your portfolio prepared for what comes next? Portfolio Strategist Tom Larm breaks down what’s behind recent market gains and explains how a disciplined, goal-focused approach can help position your portfolio for the future.

https://bit.ly/4tu1SSj

05/11/2026

Big life changes can bring big financial questions. Marriage, a new child, divorce or the loss of a loved one can all impact your estate plan—and may signal it’s time for a check-in.

Learn which moments matter most and how to help keep your wishes up to date: https://bit.ly/3QTA7Fo

05/06/2026

High-interest debt can slow your progress toward your financial goals, but it doesn’t have to. As a financial advisor, I help clients take control with a clear strategy aligned to their unique goals and needs. Ready to get started? Let’s chat.

05/04/2026

With the increased prevalence and sophistication of fraud and cybercrimes, our cybersecurity and Senior Client Protection teams are meeting the challenge, ready to identify, analyze and protect clients from the moment fraud is detected. Learn more at edwardjones.com/privacy?utm_term=1085007&utm_source=facebook&utm_medium=social_media&utm_content=3202393&c3nid=1085007_facebook_3202393&c3ch=BranchSocialMedia&EID=MDAwMDAwMTg2NzYzOA%3D%3D

04/30/2026

It’s 5/29 or 529 Education Savings Day. Take this as your cue to learn more about your options to save for your children’s, family members’ or even your own future education. But you don’t have to go on this education finance journey alone — contact me with any questions. Together, we can craft a strategy to help you meet your goals.

Learn more here: https://bit.ly/4w6V8wo

04/23/2026

Markets have staged an impressive rally after a period of volatility. What is behind the optimism in equities? Our Principal, Head of Investment Strategy Mona Mahajan joined Bloomberg Surveillance to discuss key drivers, including oil price expectations and corporate earnings forecasts.

Watch the full interview: https://bit.ly/3OGYK7d