Edward Jones - Kimberly Barnett Financial Advisor, Millbrook, NY

Edward Jones - Kimberly Barnett Financial Advisor, Millbrook, NY Financial Advisor serving the Greater Hudson Valley | Financial Strategies | Retirement | Education Savings | Mutual Funds | Annuities | Estate Considerations

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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/4pqLVfe

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/3QO94vy

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/3R21UUh

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/4vxSkHO

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/4eElhuE

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/4gn733y

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/4dVxbky

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/4uJ1Oj9

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain thei...
05/26/2026

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain their recent momentum. Senior Global Investment Strategist Angelo Kourkafas provides insights into why yields are rising, why today’s inflation backdrop differs from 2022, and what higher rates may mean for portfolios in the latest Weekly Market Wrap.

https://bit.ly/4o9Ohih

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment ...
05/18/2026

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment Strategist Mona Mahajan explains why fundamentals and staying invested still matter more than seasonality in our Weekly Market Wrap.

https://bit.ly/4djHBu6

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3699 Route 44
Millbrook, NY
12545

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