Edward Jones - Financial Advisor: Cindee Herlocker

Edward Jones - Financial Advisor: Cindee Herlocker Financial and Wealth Management , Retirement Planning, Financial Planning, Life Insurance, Long Term

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Last week was action-packed – containing a flurry of economic data, bouts of market volatility, and rising AI concerns. ...
02/17/2026

Last week was action-packed – containing a flurry of economic data, bouts of market volatility, and rising AI concerns. Our Weekly Market Wrap digs into all: https://bit.ly/4apjQPS

After years of tech-led dominance, the market is experiencing a meaningful rotation toward traditional “old economy” sec...
02/09/2026

After years of tech-led dominance, the market is experiencing a meaningful rotation toward traditional “old economy” sectors that had previously fallen out of favor, such as oil and gas, transportation and regional banks.

Angelo Kourkafas, Senior Global Investment Strategist, explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/46wL1pl

Ready to tackle your financial goals? Online Access helps you track your progress and huddle up with your Edward Jones t...
02/04/2026

Ready to tackle your financial goals? Online Access helps you track your progress and huddle up with your Edward Jones team on the next play: https://bit.ly/4tpmfl1

The Fed held rates steady this week, while Kevin Warsh was nominated to succeed Jerome Powell as the next Fed chair, pot...
02/02/2026

The Fed held rates steady this week, while Kevin Warsh was nominated to succeed Jerome Powell as the next Fed chair, potentially representing a dovish shift on interest rates.

Brian Therien, Senior Fixed Income Analyst, breaks down what this could mean for investors in our Weekly Market Wrap: https://bit.ly/45K8G5v

Markets quickly moved past last week’s headlines and refocused on strong fundamentals. With the potential for improving ...
01/26/2026

Markets quickly moved past last week’s headlines and refocused on strong fundamentals. With the potential for improving growth and easing rates ahead, staying diversified matters more than ever.

James McCann, Senior Economist of Investment Strategy, breaks down what this could mean for investors in our Weekly Market Wrap: https://bit.ly/45wnGUt

The news cycle hasn’t let up in 2026. Yet despite the noise, stocks have barely flinched, maintaining a remarkable sense...
01/19/2026

The news cycle hasn’t let up in 2026. Yet despite the noise, stocks have barely flinched, maintaining a remarkable sense of calm.

Angelo Kourkafas, Senior Global Strategist, outlines four pillars of resilience that continue to anchor markets in our Weekly Market Wrap: https://bit.ly/4bHu8eV

An IRA is a valuable investment tool, but too many investors are missing out on 15 months of potential tax-deferred grow...
01/16/2026

An IRA is a valuable investment tool, but too many investors are missing out on 15 months of potential tax-deferred growth by waiting too late to contribute. Here's how contributing to an IRA earlier could help you get that much closer to your retirement goals.

How contributing early to an IRA could help you get closer to your retirement goalswww.edwardjones.com/us-en

If you don’t need your COLA increase to offset expenses, here’s how to put it to work.
01/14/2026

If you don’t need your COLA increase to offset expenses, here’s how to put it to work.

Make the most of the 2026 Social Security COLA increasewww.edwardjones.com/us-en

It was an eventful first week of 2026—from major geopolitical developments to fresh economic data to policy uncertainty ...
01/12/2026

It was an eventful first week of 2026—from major geopolitical developments to fresh economic data to policy uncertainty ahead of a Supreme Court decision.

Mona Mahajan, Principal and Head of Investment Strategy, breaks down what it could mean for investors in our Weekly Market Wrap.

A summary of last week's market highlights and economic news.

Think it's too late to benefit from Roth retirement accounts? Think again. A Roth conversion can help you reap the benef...
01/12/2026

Think it's too late to benefit from Roth retirement accounts? Think again. A Roth conversion can help you reap the benefits of a post-tax-advantaged account.

Don’t miss the benefits of a Roth conversionwww.edwardjones.com/us-en

These smart strategies can help investors weather the tax changes with confidence.
01/09/2026

These smart strategies can help investors weather the tax changes with confidence.

2026 tax changes: What you need to knowwww.edwardjones.com/us-en

01/07/2026

Learn what 2026 may hold for the markets and economy, how recent legislation could shape your finances and which strategies remain essential for long-term success.

Watch this webinar live on Jan. 21 at 3 p.m. CT or on demand after.

Wednesday, January 21, 2026 at 3:00 PM Central Standard Time.

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