Edward Jones - Financial Advisor: Gina Mauller-Crane

03/09/2026

Markets faced a “perfect storm” last week as geopolitical tensions and softer labor data drove renewed volatility. Even so, the broader signals from U.S. and global activity suggest a solid foundation, offering long-term investors valuable perspective as markets absorb short term shocks.

More in our Weekly Market Wrap: https://bit.ly/40TKfiY

03/04/2026

Tax time doesn’t have to be complicated. With Online Access, you can easily access your tax forms, share them with your tax professional or import them into your tax software — anytime, anywhere.

https://bit.ly/47bv740

03/04/2026

In a study we conducted, one-quarter of respondents revealed they'd like to learn more about investing, debt management and retirement planning to help build a stronger financial future. Boost your financial knowledge with one (or more) of these lessons.

Managed debt strengthens credit scores and opens doors

03/03/2026

With tax season upon us, now is a good time to evaluate how your Social Security benefits contribute to your overall tax liability.

An older retired couple reviewing their finances on an ipadwww.edwardjones.com/us-en

03/02/2026

401(k)s are valuable retirement-saving vehicles—but they’re not your only option. Here are some key differences between 401(k)s and IRAs, and how you could take advantage of both.

Benefits to having both

03/01/2026

March is Women’s History Month. Join us in celebrating the many extraordinary women throughout history and their achievements—then and now.

02/27/2026

Gold had a banner year in 2025. However, in our view, the case for gold is not about seeking above-average returns, but rather its diversification and stability benefits. We break down what gold’s surge could mean for investors.

If you’re curious about how precious metals could potentially fit into broader investment approaches, let’s chat.

In this report, we present our views on the role of gold in a portfolio following its recent surge.

02/26/2026

January generated plenty of headlines, but markets held steady as leadership expanded beyond U.S. tech, strengthening the case for diversification. Portfolio Strategist Tom Larm breaks it down in this month’s portfolio brief.

Learn more about portfolio performance, and check out our recommendations for disciplined investors.

02/25/2026

The U.S. dollar started 2026 on softer footing. And while talk of the dollar’s “demise” is likely exaggerated, its multi‑year uptrend has clearly lost momentum, with currency volatility beginning to tick higher.

Senior Global Strategist Angelo Kourkafas and Analyst Brock Weimer break down what’s driving the dollar’s recent moves, what a weaker currency could mean for global markets and our outlook going forward in this month’s international market focus: https://bit.ly/46uB9wu

02/24/2026

If you’re among the tax filers receiving a refund this year, how can you make the most of it? Here are four tips to help get you started.

If you receive a tax refund this year, you can make it work for you — helping build more financial stability and helping you create a more secure future.www.edwardjones.com/us-en

02/23/2026

Fed Chair nominee Kevin Warsh has suggested reducing the Federal Reserve’s balance sheet—but what could that mean for investors?

Senior Fixed Income Analyst Brian Therien breaks down the potential implications and highlights key considerations investors should keep in mind.

Find out what’s impacting fixed income, including bonds and cash, as well as strategies for disciplined investors to consider.www.edwardjones.com/us-en

02/23/2026

The U.S. Supreme Court struck down the administration's sweeping global tariffs, lifting the overhang that had been weighing on financial markets. Mona Mahajan, Principal, Head of Investment Strategy, explains what this could mean for investors.

https://bit.ly/4qRhldO