Edward Jones - Financial Advisor: Nichole Rucker

10/22/2026

Because We Care: There has been an increase in scam calls, texts, and emails, and we want to help keep you informed and protected.

We've had clients receive calls and messages about supposed unpaid tickets, missed jury duty, account issues, and other urgent matters. These scammers often use intimidation and pressure tactics to create fear and get you to act quickly.

⚠️ Never provide personal information, account details, passwords, or payment over the phone, by text, or through email.

If you receive a suspicious call or message:
✅ Hang up or do not respond.
✅ Contact the organization directly using a trusted phone number or website to verify the claim.
✅ Take a moment to confirm before taking any action.

When in doubt, pause, verify, and protect yourself. 🔒

10/19/2026

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-oriented and more defensive sectors amid concerns about rates, debt levels and growth expectations.

Mona Mahajan, Head of Investment Strategy, shares her perspective on what's driving the recent market rotation, why the broader fundamental backdrop remains constructive, and what it could mean for investors in the latest Weekly Market Wrap: https://bit.ly/4sdULON

10/12/2026

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previous ones, and does it still have room to run?

Angelo Kourkafas, Senior Global Investment Strategist, shares his perspective on what's helping sustain this bull market and what investors should watch next in the latest Weekly Market Wrap: https://bit.ly/4zxepYQ

10/05/2026

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consumer spending and growing corporate profits point to an economy that remains on solid footing.

Investment Analyst Brock Weimer shares insights from market history, exploring how stocks have performed following sharp increases in bond yields and what those trends may signal for investors in the latest Weekly Market Wrap: https://bit.ly/4rOcLiN

09/28/2026

Bond yields recently climbed to their highest levels in decades as investors weighed sticky inflation, booming AI investment and robust economic growth. In this evolving environment, higher interest rates are creating new opportunities in fixed income while shifting market leadership across equities.

Senior Economist James McCann shares his perspective on how investors can navigate today's higher-rate environment in the latest Weekly Market Wrap: https://bit.ly/4y02v8I

09/22/2026

The Fed raised interest rates for the first time in three years, as widely expected. While the announcement prompted an initial market reaction, resilient economic growth, strong corporate earnings and continued consumer spending could help support equities, even if interest rates move somewhat higher. Meanwhile, higher short-term bond yields may create new opportunities for investors seeking income.

Brian Therien, Investment Strategist, shares his perspective on what a more hawkish Fed policy could mean for investors in the latest Weekly Market Wrap: https://bit.ly/4jhLV04

09/17/2026

Many people assume financial confidence comes with age. In my experience, it's not quite that simple.

New research from Edward Jones and Gallup shows that people across generations share concerns about their financial future. Younger adults are often working to build wealth, while older adults are focused on making their savings last. But both are looking for greater peace of mind about what's ahead.

That's one reason I enjoy helping clients create personalized strategies that align with their goals and priorities, both today and as their needs evolve over time.

Read more from Gallup: https://bit.ly/4jaR9e0



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

Older adults are much more confident than younger adults in managing their current finances. Confidence in managing future finances, however, differs less by age.

09/17/2026

Please join us in wishing Pam a happy 21st work anniversary. She's our master of details and she keeps us all in line. We'd be lost without her! Happy Anniversary, Pam!
*Pictured above with her husband and two precious grandsons.

09/15/2026

Last week, I had the honor of joining several fellow advisors as a sponsor of this year’s Care to Learn Back-to-School Soirée. The evening was a tremendous success, with record-breaking funds raised to help provide essential health, hunger, and hygiene resources for children in our local school districts. If you aren't familiar with Care To Learn and their mission, look them up. They are such a worthy organization.

09/14/2026

Rising oil prices and a hotter-than-expected CPI report have strengthened expectations for potential Fed rate hikes as we head into what is likely to be the year's most closely watched Federal Reserve meeting.

Angelo Kourkafas, Sr. Global Investment Strategist, shares his perspective on whether this is the start of a longer policy tightening path, and what it could mean for portfolios in the latest Weekly Market Wrap.



https://bit.ly/4gR7J17