Edward Jones - Financial Advisor: Lester A. Bourne, Jr.

10/30/2026

Trick or treat! Wishing everyone a safe and spooktacular Halloween.

10/30/2026

This time of year, we celebrate the victory of light over darkness. May the light of Diwali bring you joy, prosperity and good health.

10/29/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/4BzFOLq

A summary of last week's market highlights and economic news.

10/28/2026

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That's why I'm proud to share that Edward Jones offers eligible U.S. clients complimentary access to Carefull®, a service designed to help monitor financial activity, identify potential warning signs and provide alerts that can help detect fraud before it happens.

Reach out to get started or click this link to learn more about Carefull: https://bit.ly/3WbJsLk

10/28/2026

Capital gain distributions can catch investors off guard, especially in taxable accounts. As year-end approaches, it's important to understand how these distributions work, potential tax implications and strategies that may help you manage them.

Reach out if you'd like to discuss how these considerations fit into your overall financial plan.

Learn more:

Capital gain distributions: What to know before year end

10/27/2026

Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and create a strategy aligned with your future goals. Reach out to my team to start the conversation.

10/23/2026

For many farm families, the land represents more than an asset. It's a legacy built through generations of hard work and careful stewardship.

As a financial advisor with the Agriculture Focused Financial Planning™, AFFP®, designation, I've completed additional training to help agricultural producers and farm families navigate important decisions around succession planning, retirement readiness and preserving the future of their operation.

Together, we can create a strategy designed to help protect what you've built while supporting the goals of future generations.

10/23/2026

I can help you explore key considerations that come with executive compensation and complex wealth. Let’s find time to talk through your options.

10/22/2026

You've spent years building your operation. The next step is ensuring it continues to support your family, your goals and your legacy.

As a financial advisor with the Agriculture Focused Financial Planning™, AFFP®, designation, I've completed additional training to help farm families address the unique financial challenges and opportunities that come with agricultural ownership, from succession and retirement planning to wealth transfer and long-term asset preservation.

Because protecting your legacy means planning for both the next season and the next generation.

10/20/2026

A successful business exit often starts well before a sale or transition. I can help you consider key financial planning strategies to prepare for what comes next — let’s talk about your vision.