Associate Financial Advisor: Keaton Vest

05/29/2026

¡Es el mes de los planes 529: invirtamos en conocimiento! Comienza con nuestra lección para comprender el poder de los planes 529 y estrategias para allanar el camino para el éxito educativo de tus seres queridos.

Limitación de responsabilidades: Si bien hay algunos materiales introductorios y educativos en español, Edward Jones tiene obligación de usar el inglés en sus relaciones y comunicaciones con los clientes. Para obtener más información, entre en: https://bit.ly/4fOXf23

It's 529 Month, let’s invest in knowledge! Get started with our lesson to understand the power of 529 plans and strategies to help pave the way for your loved ones' educational success.

Disclosure: Edward Jones is required to use English in its client relationships and communications. For more information, visit: https://bit.ly/4vlz2VK

Learn about the process, benefits, risks, and tax implications of using a 529 plan to save for college. From Edward Jones and EVERFI

05/27/2026

When retirement is just around the corner, an unexpected event or major expense can be unsettling. The good news is you don’t have to jeopardize your long-term future. The key is understanding the pros and cons of all your options.

Learn the considerations for retirees and pre-retirees to tap taxable investment accounts and retirement accounts for cash shortfalls.www.edwardjones.com/us-en

05/18/2026

"I feel like I'm too late to the game."

"I don't know if saving money now is going to make any difference."

"I'm scared because I've spent my whole life with bad spending habits"

These are just a few of the questions we hear regularly in our industry. So many people procrastinate saving, investing, and preparing for retirement until they just think it's too late.

My wife always tells me my office needs some decorating. I don't have much- call me minimalistic. I guess she finally decided to take matters into her own hands, because I now have this sign she made. At the time she made it, she just though the quote sounded nice. However, it's been a go-to anytime a client asks me one of those questions.

Let us help you change your ending- starting now. Its never too late. Give us a call, schedule a time to sit down with us, and we'll work with you to create the best ending possible.

05/12/2026

We believe in taking a team approach. This often gives us the opportunity to collaborate with tax, legal or other professionals working with our clients so we can better help them reach their goals. Find out more about how we can work together.

https://bit.ly/4trgimb

05/06/2026

Take steps toward a healthy financial future with strategic workplace retirement solutions. The right plan can help you save on taxes, grow your business and diversify your wealth.

Let's work together to choose the proper retirement plan for you and your employees.

Plan for the future with strategic workplace retirement solutions. Discover tax-saving opportunities through specialized retirement plans for small businesses.

05/01/2026

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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04/20/2026

Albert Einstein once dubbed compounding the 8th wonder of the world. “He who understands it, earns it...he who doesn’t, pays it.” Here’s a simple example that shows why time is, literally, money.

How long you're invested matters much more than how much you've invested.

04/07/2026

Geopolitical flare ups can rattle markets, but history shows their impact often fades fast. Even amid the current Middle East tensions and rising oil prices, today’s strong economic backdrop reinforces one message: stay focused on the long-term, not the headlines. We’re monitoring the latest developments and their potential implications for investors.

The U.S. and Israel launched joint strikes on Iran on February 28, prompting Iran to respond with counterattacks across multiple Middle Eastern cities. Iran is a meaningful oil producer, the fourth largest within OPEC, accounting for roughly 4% of global oil supplies, with about 80% of its exports g...

04/02/2026

As the conflict in the Middle East moves beyond its first month, major U.S. equity indexes have come under pressure. While the duration and ultimate path of geopolitical tensions remain uncertain, history suggests that periods like these can often be short-lived and may provide opportunities.

As the conflict in the Middle East moves beyond its first month, major U.S. equity indexes have come under pressure. The Dow and Nasdaq have entered correction territory, while the S&P 500 has pulled back but has not yet crossed the 10% threshold. Investor attention remains focused on oil prices, as...

03/27/2026

Markets remain on edge as the Iran conflict continues, with stocks moving in the opposite direction of oil prices, highlighting how sensitive investors are to rising geopolitical risk.

Senior Global Investment Strategist Angelo Kourkafas discusses the likely three scenarios on what higher oil prices could mean for the markets.

Watch the full episode: https://bit.ly/4bPM4md

03/20/2026

Don't know the difference between a traditional and a Roth IRA, or which one makes the most sense for you? Visit our Financial Fitness site to learn which is which, and whether either makes sense for your financial strategy.

Learn about the features, benefits, and different types of IRAs as tools for retirement savings. From Edward Jones and EVERFI