Edward Jones - Financial Advisor: Jonathan R. Bandy

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driven inflation have meaningfully shifted the outlook toward potential policy tightening — creating a more complex backdrop for equities and fixed income alike. Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4uryH2O

Thinking about exiting your business someday?

Whether that's 2 years away or 20, the decisions you make today have a major impact on your future value and options.

Join us for **Scaling Up to Finish Strong**, an interactive workshop where you'll learn how to:

✅ Increase the value of your business
✅ Identify growth opportunities
✅ Avoid common exit-planning mistakes
✅ Align your personal and business goals
✅ Create a plan to finish strong

📅 Tuesday, June 23, 2026
⏰ 8:30 AM – 4:30 PM
📍 Prestonwood Country Club, Cary, NC

Seats are limited.

Register today:
https://scalingupus.mykajabi.com/june-23rd-scaling-up-your-exit-with-robert-lake

Build Value. Scale Up. Finish Strong.

Plan the road ahead—options for succession and continuity so your clients and legacy are well served. Want to explore what that looks like? Let’s talk.

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an accelerating AI investment and robust corporate profit growth, reinforcing the constructive case for equities. However, elevated inflation may keep rate cuts off the table and limit near-term progress in bond markets.

Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4egmXLD

Ready to explore what’s possible for the next chapter of your practice?

Join our Explore Your Future webinar for an inside look at how Edward Jones supports experienced financial advisors as they evaluate their options.

Register now: https://bit.ly/4u30rKV

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain their recent momentum. Senior Global Investment Strategist Angelo Kourkafas provides insights into why yields are rising, why today’s inflation backdrop differs from 2022, and what higher rates may mean for portfolios in the latest Weekly Market Wrap.

https://bit.ly/4e4f2kp

Your practice reflects years of dedication. Exploring your next step deserves the same level of care.

Join our Explore Your Future webinar for a clear, thoughtful look at how Edward Jones partners with advisors to support meaningful, long-term growth.

Register today: https://bit.ly/42Q1ToQ

Maintain autonomy in how you build your practice and gain a supportive partner when it matters. Support that shows up, not slows down. Interested? Let’s talk.

An owner-only defined benefit plan can help you secure a predictable retirement income. Let's evaluate whether this plan fits your goals.

Saving for retirement is paramount when you work for yourself.

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