Edward Jones - Financial Advisor: David Breese

06/16/2026

Join us for our webinar, Mastering milestones: equity compensation to long-term wealth on Wed, Jul 08 2026 at 03:00 PM CDT

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Wednesday, July 08, 2026 at 3:00 PM Central Daylight Time.

06/15/2026

As the market navigates a tech rotation and highly anticipated public offerings, investors are seeing a shift toward broader market participation. Angelo Kourkafas, Senior Global Investment Strategist, explains how this could impact investors in our Weekly Market Wrap.

https://bit.ly/4vnfYGX

06/12/2026

In conversations with clients, one topic comes up over and over again: staying independent later in life.

Alzheimer’s & Brain Awareness Month is a good reminder that there are things within our control. Healthy habits, like staying active, managing blood pressure, eating well and continuing to challenge your mind, can support brain health over time, potentially increasing the probability of staying independent for longer.

Pair that with a plan that prepares for the unexpected, and you’re in a stronger position for the future.

If you’d like to talk through your plan, I’m here.

06/11/2026

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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06/09/2026

Today's economic environment is ever-changing. Review our current rates for CDs, bonds and other investments and loans.

Our latest rates for certificates of deposit (CDs), bonds and other investments and loans.

06/08/2026

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/4g2m9eI

06/05/2026

If your home has been damaged, you don’t have to face the financial decisions alone. I can help you understand how to handle unexpected costs, and where to find support, so you can start regaining your footing with confidence.

When disaster strikes: 4 steps to take when your home takes a hitwww.edwardjones.com/us-en

06/04/2026

Many retirees look forward to traveling more in retirement — and the most enjoyable trips often start with a plan. Thinking ahead about how you want to travel, budgeting for the unexpected and prioritizing comfort can make a big difference in both cost and enjoyment.

With fewer calendar constraints and greater flexibility, travel may suddenly feel more possible in retirement.www.edwardjones.com/us-en

06/02/2026

If you’re thinking about how to create steady income in retirement, an annuity may be worth considering. It can help cover essential expenses and add predictability to your plan — especially when markets fluctuate. If you’d like to understand whether an annuity aligns with your goals, I’m here to walk you through your options.

As you get closer to retirement, your focus typically shifts from saving for the future to generating income from what you’ve saved.www.edwardjones.com/us-en

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/4uK30Te