Edward Jones - Financial Advisor: Steven Marvin

05/28/2026

One of the most frequent conversations I have with families is how to balance education savings with retirement goals. With a clear, structured plan, you don’t have to choose one over the other. Let’s talk about what balance could look like for your family.

05/27/2026

If you’re navigating a career change, you may have questions about your 401(k), restricted stock or whether your portfolio is overconcentrated. I’m here to help you explore your options.

05/26/2026

Markets are reaching new highs—but is your portfolio prepared for what comes next? Portfolio Strategist Tom Larm breaks down what’s behind recent market gains and explains how a disciplined, goal-focused approach can help position your portfolio for the future.

https://bit.ly/4dRhd9V

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/4dGfLqM

05/25/2026

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

05/24/2026

Collaboration can be key! We believe in creating a comprehensive team approach for our clients by working with their legal and tax professionals. Contact us today to find out how our estate and trust services can help you provide a higher level of client service.
https://bit.ly/4f5jTD0

05/23/2026

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/3RXcZpH

05/22/2026

Build personalized watchlists to help keep tabs on what's important to you.

Connect and view accounts you have elsewhere in Online Access.

05/22/2026

In observance of Memorial Day, our office will be closing at 11:00 AM today and will be closed on Monday.
We honor and remember the brave men and women who made the ultimate sacrifice for our country. ❤️🤍💙
We will resume normal business hours on Tuesday. If you need assistance, please feel free to message us and we will respond as soon as possible.
Wishing everyone a safe and meaningful Memorial Day.

05/21/2026

It's National Homeownership Month, and while estate considerations aren't a fun topic to discuss, it is something very valuable for you and your family.

Work with your attorney to make sure you have the appropriate plan that will help protect your legacy.

Learn more: https://bit.ly/4eWOzq5

05/20/2026

When accounts, cards, and goals live in different places, it can be hard to see how everything fits together. Even simple decisions can feel more complicated than they need to be. ��

When more of your financial picture comes together, clarity improves and confident decisions can follow. ��

All your finances viewed in one place with Edward Jones®️ Everyday Solutions Checking and Credit Cards powered by U.S. Bank®️.

Learn more: https://bit.ly/4tXkNFC