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A Century Year-Old Financial Advice Business Faces the Future

Episode 183 of The Inv🍌estopedia Express w𒆙ith Caleb Silver (April 15, 2024)

The Investopedia Express April 15, 2024

Alice Morgan / Investopedia

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Over the past 100 years, Edward Jones has become a ubiquitous financial advice business with over 15,000 locations in North America overseeing $2 trillion in household assets. Penny Pennington, CEO and managing partner of Edward Jones joins The Express to talk about what American families are doing with their money, what they are worried about, and how they intend to transfer their wealth to their kids and grandkids. Plus, volatility is back after a long nap, and it is shaki💎ng up individual stocks and the major averages. Is this the beginning of a correctওion, or just the natural cycle of capital markets in the 21st century?

Link for Show Notes:


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