Edward Jones - Financial Advisor: Paul Applegate

Edward Jones - Financial Advisor: Paul Applegate As a former Police Officer turned Financial Advisor, I bring a deep understanding of Service, Sacrifice, and Responsibility to every client relationship.

Financial Advisor | Former First Responder
Focusing on Retirement Planning for First Responders, Veterans, Small Business Owners and Those Who Stand Beside Them. I focus on helping First Responders, Veterans, Small Business Owners, and Those Who Support Them navigate retirement and long-term financial planning with confidence and clarity. My approach is built on trust, disciplined planning, and re

al-world experience. I believe financial strategies should be practical, personalized, and aligned with what matters most to you: your Family, your Future, and the Life You Want to Live in Retirement! Whether you are planning for retirement, transitioning careers, or building long-term financial security, my goal is to simplify complex financial decisions and provide guidance you can rely on. If you’re ready to start the conversation, I invite you to connect with me to see how thoughtful planning can help you move forward with confidence. Call (410) 939-5270 or Email [email protected] to schedule your No Cost No Obligation Consultation!

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an ac...
06/01/2026

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/3QeO0xN

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain thei...
05/26/2026

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/3PsU9pU

Honoring Service, Sacrifice, and Those Who Support our VeteransAs we approach Memorial Day, the past several days have b...
05/22/2026

Honoring Service, Sacrifice, and Those Who Support our Veterans

As we approach Memorial Day, the past several days have been a powerful reminder of the sacrifices made by our military members and the importance of supporting those who have served.

I had the privilege of attending the Military Appreciation Luncheon hosted by the Harford County Chamber of Commerce on Tuesday. The event was on APG at Top of the Bay. One of the most meaningful moments of the luncheon was when the Gold Star Families in attendance were honored. If you are unaware, Gold Star Families, are those whose loved ones made the ultimate sacrifice in service of our nation.

On Thursday, I was proud to sponsor and participate in the golf tournament benefiting CHEP, Inc. Chep is a non-profit that does incredible work helping homeless and endangered veterans get back on their feet by providing temporary housing and resources.

As Memorial Day approaches, let us remember that this holiday is more than the unofficial start of summer. It is a time to honor and remember the brave men and women who gave their lives defending our freedoms. Their sacrifice, and the sacrifices made by their families should never be forgotten.

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment ...
05/18/2026

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment Strategist Mona Mahajan explains why fundamentals and staying invested still matter more than seasonality in our Weekly Market Wrap.

https://bit.ly/3RurH7u

Despite ongoing geopolitical noise, markets have increasingly refocused on underlying fundamentals. Strong corporate ear...
05/11/2026

Despite ongoing geopolitical noise, markets have increasingly refocused on underlying fundamentals. Strong corporate earnings, a resilient economy and solid labor market data have helped drive equities to new record highs.

Senior Economist James McCann outlines three key trends to watch in the latest Weekly Market Wrap.

https://bit.ly/4djBC76

May is Mental Health Awareness MonthMental Health Awareness is a very important topic to me.Prior to becoming a Financia...
05/05/2026

May is Mental Health Awareness Month

Mental Health Awareness is a very important topic to me.

Prior to becoming a Financial Advisor, I was a Police Officer for 15 years. The last 5 years, I was struggling with PTSD eventually being officially diagnosed and leaving law enforcement.

I am open about my struggles because I know how isolating it can be and you think that you are the only one going through it.

It is a passion of mine to work with Veterans, First Responders and anyone going through mental health issues.

I have worked with CHEP, Inc., VFW MD, and Cecil County Firemen's Association helping where ever I can.

I have also seen that finances are one of the first things to be effected when mental health issues arise.

I have helped clients with budgets, debt management and starting a plan for the future. When we work with clients either currently struggling or digging out of the damage from mental health, that small steps in the right direction make a big difference.

Finally, I want to say that if you think you are alone in your struggles, you are not. I have been there and there are many more like you. Please reach out if you are struggling and need to talk to someone you trust or need help digging out of debt caused by your mental health issues.

Therapy isn't a shameful thing and can really help your quality of life.

You Matter and You are not alone.

It's Gonna Be MayAnd just like that, we are already 1/3 of the way through the year. Are you 1/3 of the way toward your...
04/30/2026

It's Gonna Be May

And just like that, we are already 1/3 of the way through the year.

Are you 1/3 of the way toward your financial goals or has this year just happened?

It is not too late to start acting intentionally with your money and get in sync with your goals.

I love helping being be intentional with their goals and money.

You don't need to wait until next year to restart your financial resolutions.

Are looking to revisit your retirement plan, make adjustments, identify missed opportunities, or get yourself back on track?

If the first 4 months flew by, let's make sure the next 8 are intentional.

Call, Email or Message Paul for a No Cost No Obligation Retirement Check Up

(410) 939-5270 or [email protected]

Supporting Those Who Served On and Off the Course!This past Friday, I had the privilege of sponsoring and supporting the...
04/28/2026

Supporting Those Who Served On and Off the Course!

This past Friday, I had the privilege of sponsoring and supporting the VFW MD Golf Tournament and it was an incredible time!

Spending the day alongside the VFW members and supporters was a powerful reminder of why I do what I do. The men and women who served our country deserve not only our gratitude but also the support and resources to build a strong financial future.

As a financial advisor, I am passionate about working with veterans and their families to help :

-Build a Retirement Strategy they can count on
-Navigate Benefits and Long-Term Planning
-Create Financial Clarity and Confidence for the years ahead

These events are about connection, service and giving back to those who have given so much!

I am proud to support organizations like the VFW and to be a part of a community that shows up for our veterans.

Red Friday means something to me. Edward Jones has always been proud to support our first responders and veterans, and o...
04/20/2026

Red Friday means something to me.

Edward Jones has always been proud to support our first responders and veterans, and on Fridays, I’ll be wearing my new Red Friday polo as a small way to show that support.

Beyond Friday, I’m grateful to be involved with several veteran charities and organizations, including being a business supporter of CHEP, Inc., an outstanding nonprofit that serves at‑risk and homeless veterans, helping them rebuild skills, find stability, and get back on their feet.
You’ll also find me out on the course supporting our veterans:

⛳ Friday at the VFW MD at Ruggles Golf Course in Aberdeen
⛳ In a few weeks at the Cecil County Memorial VFW Post 6027 Golf Tournament on Armed Forces Day

There’s still time to sign up for both tournaments, and I hope to see many of you out there supporting those who’ve served our country.

Honored to give back to those who’ve given so much.

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998 Hospitality Way Ste 203
Aberdeen, MD
21001

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