Jonathan T. Jones - Financial Advisor with Raymond James Financial Services

Jonathan T. Jones - Financial Advisor with Raymond James Financial Services Jonathan is a CERTIFIED FINANCIAL PLANNER™ professional and has also earned his Chartered Financial Consultant® designation.

He provides investment advisory and financial planning services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm

We loved celebrating Independence Day with our wonderful clients and friends. Thank you to everyone who joined us! We ar...
07/07/2026

We loved celebrating Independence Day with our wonderful clients and friends. Thank you to everyone who joined us! We are grateful for your trust and support.

Today we remember those who made the ultimate sacrifice for our great country!
05/25/2026

Today we remember those who made the ultimate sacrifice for our great country!

He is risen! Happy Easter.
04/05/2026

He is risen! Happy Easter.

2025 was another great year in the market with the S&P 500 finishing the year +16%. This follows up on the back of two s...
01/05/2026

2025 was another great year in the market with the S&P 500 finishing the year +16%. This follows up on the back of two strong years in 2023 and 2024 as well. It has been a great three-year run for investors!

The stock market ended 2025 with solid gains, driven largely by progress on inflation and a shift in interest rate policy. As inflation continued to ease, the Federal Reserve gained confidence that prior rate hikes had done their job, allowing policymakers to begin cutting rates later in the year. Lower interest rates supported stock valuations and improved investor sentiment, particularly in growth-oriented areas of the market that benefitted from AI.

Ongoing discussions around potential tariffs raised concerns, leading to periods of market volatility during the year. However, tariffs did not derail the market's overall performance. They served as a reminder that policy decisions can have a meaningful impact on investor confidence. Overall, 2025 was a year shaped by macroeconomic forces, with inflation, interest rates, and trade policy playing a central role in market behavior.

2026 will be an interesting year for investors as we move into a lower interest rate environment and begin to see how AI affects businesses and ultimately the economy as a whole.

Address

704 Hale Street
Oxford, AL
36203

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+12562372300

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