Edward Jones-Financial Advisor: James LeRoy

06/02/2026

Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents can help you determine how to address your unique needs. Here's what you should know.

A comprehensive estate plan involves multiple documents, but two key ones include a will and a living trust. It’s important to understand how these documents differ.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/4vjvsLD

05/28/2026

I recently had the privilege of speaking with several dozen students at West Sound Tech, and I left incredibly inspired.

Some are planning to join the local Shipyard. Others are pursuing careers as welders through nearby unions. And some are studying cosmetology with aspirations of becoming business owners. The ambition and direction they already have is impressive.

Our conversation centered on the opportunities ahead as they enter the workforce—especially the potential for their income growth to outpace their expenses if they build strong financial habits early. We talked about simple but powerful concepts like “paying yourself first”—automatically setting aside 20% for savings and learning to live on the remaining 80%.

We also discussed the importance of emergency savings, explored employer benefits they may encounter, and walked through options for those planning to run their own businesses. The level of curiosity and thoughtfulness in their questions stood out—and many already have jobs lined up after graduation.

Moments like this are especially meaningful to me. I still remember being 19, serving in the military, doing everything I could to set aside $200 a month to start a Roth IRA. I came across a comparison showing the difference between starting early versus waiting just 10 years—and it made a lasting impression that ultimately shaped my financial path.

If I was able to make even a small difference for one student today, then it was time well spent. The future is bright for this next generation, and I’m honored to play a small role in helping them get started.

For those who know someone just beginning their financial journey—or even needing a refresher—here’s a great free resource from Edward Jones:
https://bit.ly/4uEmdpB

And if you have questions about your own financial journey, the message I shared with the students is the same one I’ll share here: there are no dumb questions—we all start somewhere.

05/27/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing personal information that can convince them the call is legitimate. Never give sensitive information (like your social security number or credit card number) over the phone, especially if you can't verify the caller. Learn more about grandparent scams: https://bit.ly/4e5RPOS

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/4dwfUhH

05/25/2026

Some scammers use social media or dating websites to start a relationship with the intended victim in order to ask the victim to send money, usually in the form of gift cards, prepaid money cards or even cash so that it can't be traced. Learn more about romance scams: https://bit.ly/4dtNPrj

05/25/2026

This Memorial Day, we honor the men and women who laid down their lives in service to our country.

05/23/2026

Thieves want you to act without giving you time to think. If you’re feeling pressured, stop and consider the situation. If an offer sounds too good to be true, it probably is. Learn more here: https://bit.ly/4fDDrhW

05/23/2026

The idea of winning millions in a lottery or sweepstakes can be exciting. But, if it sounds too good to be true, it probably is. Legitimate lotteries and sweepstakes never ask for money upfront in exchange for a prize.

05/21/2026

Long-distance relationships are becoming more commonplace in today's technologically advanced world. However, be wary of sending money, especially if you've never met in person. A scammer can prey on your emotional state and take advantage of your trust, generosity and goodwill.