Edward Jones

What are some key opportunities for investors this year? In a recent Wall Street Journal article, 23-year veteran Edward Jones Financial Advisor Kelly Rae Haskell shared her current views on the U.S. economy and insights into potential portfolio review considerations. Article is provided for informational purposes only. It is not intended, and should not be construed, as a specific recommendation or investment advice.

Financial literacy improves the resilience of our communities. That’s why we’re proud to have reached more than 848,000 learners in person and online through Financial Fitness educational programs since 2020. Learn more in our sixth-annual Purpose, Inclusion and Citizenship Report, Growing Our Impact: https://lnkd.in/dg-W_j7X

During National Volunteer Week, we say thank you to our 520+ regional coordinators — rock star volunteers who champion the fight to end Alzheimer’s by rallying 12,000+ participants to join 3,000+ Edward Jones Walk to End Alzheimer’s ®️ teams in 600+ walks raising more than $3 million every year. Your leadership matters — and has helped us raise $45 million to advance Alzheimer’s care, support and research. Thank you! Contributing to a cause and participating or volunteering for a charitable event is a personal decision and completely voluntary.

Our Managing Partner Penny Pennington recently joined Bloomberg TV and discussed the conversations our financial advisors are having with our clients around the markets and the economy. Watch here: https://ow.ly/qfoz50Rk7R6.

In 2023, stock markets were led by a narrow group of stocks and sectors, primarily in the mega-cap technology space, and driven by that growing enthusiasm around artificial intelligence and generative AI broadly. This year, however, we are seeing overall a broader group of sectors and asset classes that are outperforming. Our Principal and Senior Investment Strategist Mona Mahajan looks first at the S&P 500 sector returns in our latest Market Compass. Watch the full episode: https://lnkd.in/gBzpUSjg

Despite half of Americans expecting to receive an inheritance within the next 10 years, family discussions around planning are lacking, according to our recent survey with NEXT360 Partners and Morning Consult. We explore some of the barriers to the Great Wealth Talk and offer tips to help with critical family conversations: https://lnkd.in/gvUiwTda Edward Jones, in partnership with Morning Consult and NEXT360 Partners, LLC, conducted a mixed-methods study combining a nationwide online survey (fielded between Dec. 28 and 29, 2023) executed by Morning Consult (among a U.S. national sample of 2,202 adults reflecting the demographic profile of the United States) combined with interviews, focus groups and cognitive mapping conducted by NEXT360 Partners with participants in Atlanta; Charlotte and Raleigh-Durham, N.C.; Cleveland, Ohio; Dallas/Ft. Worth; Denver; Los Angeles; and Phoenix.

Take a look back at the first quarter of 2024 and get our outlook the U.S. economy, equities, the bond market, international investing and more.

Find out how to take your business to the next level by moving to Edward Jones. Join us at our Financial Advisor Opportunity Event in Chicago.

Alzheimer’s is a fatal disease that can rob us of those we love. We join the Alzheimer’s Association® in sharing the facts about Alzheimer’s disease: alz.org/facts. Contributing to a cause and participating or volunteering for a charitable event is a personal decision and completely voluntary.

Concerned about market volatility? During a recent Fox Business interview, our Managing Partner Penny Pennington discussed how our financial advisors partner closely with our clients, guiding them through the ups and downs of the markets and the economy. Watch here: https://lnkd.in/dnfzUvMA