Edward Jones - Financial Advisor: Joseph Lotozo

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October is Breast Cancer Awareness Month—a time to stand with survivors, honor those we’ve lost and support the millions...
10/01/2026

October is Breast Cancer Awareness Month—a time to stand with survivors, honor those we’ve lost and support the millions of individuals and families affected by breast cancer. This month, we encourage conversations, screenings and shared strength—because no one should face breast cancer alone.

An important part of protecting your financial future is staying vigilant against fraud and cyber threats. This Cybersec...
10/01/2026

An important part of protecting your financial future is staying vigilant against fraud and cyber threats. This Cybersecurity Awareness Month, I encourage you to stay vigilant, protect sensitive information and be aware of common scams that continue to evolve. If you have questions about fraud prevention or protecting your financial information, I'm always available to help.

In the meantime, I invite you to explore more resources and guidance here: https://bit.ly/3VcHtGd

Selling or transitioning a business can take years of planning — but you don't have to do it alone. Let's find time to d...
09/30/2026

Selling or transitioning a business can take years of planning — but you don't have to do it alone. Let's find time to discuss how my team can help.

The CFP® mark stands for a commitment to act in your client's best interest. Always.That standard is why I pursued it — ...
09/29/2026

The CFP® mark stands for a commitment to act in your client's best interest. Always.

That standard is why I pursued it — and why I've spent the years since continuing to learn, through advanced designations and now an pursuing an MBA at OSU Fisher College of Business.
If you're evaluating financial advisors, ask them why they have the credentials they have. The answer will tell you a lot.



Photo by Tom Lotozo

Bond yields recently climbed to their highest levels in decades as investors weighed sticky inflation, booming AI invest...
09/28/2026

Bond yields recently climbed to their highest levels in decades as investors weighed sticky inflation, booming AI investment and robust economic growth. In this evolving environment, higher interest rates are creating new opportunities in fixed income while shifting market leadership across equities.

Senior Economist James McCann shares his perspective on how investors can navigate today's higher-rate environment in the latest Weekly Market Wrap: https://bit.ly/4dbduo6

Creating wealth is about planning for the future. I can help you explore strategies to manage, protect and pass on your ...
09/27/2026

Creating wealth is about planning for the future. I can help you explore strategies to manage, protect and pass on your wealth. Let’s discuss how a financial plan can make all the difference.

I can help you explore strategies for managing equity compensation, diversification and long-term wealth planning. Let’s...
09/25/2026

I can help you explore strategies for managing equity compensation, diversification and long-term wealth planning. Let’s talk about your options.

I help simplify complex financial needs for business owners in our community like you. Your success is my priority — let...
09/23/2026

I help simplify complex financial needs for business owners in our community like you. Your success is my priority — let’s find time to connect.

The legacy you leave is the sum of countless decisions carefully made over your lifetime, much like a painting that emer...
09/22/2026

The legacy you leave is the sum of countless decisions carefully made over your lifetime, much like a painting that emerges one brushstroke at a time. At Edward Jones, we can help you direct your wealth to the people, causes and community that mean the most to you, strengthening Dallas-Fort Worth today and tomorrow. What legacy do you hope to leave?

Reach out to start a future-focused conversation.

The Fed raised interest rates for the first time in three years, as widely expected. While the announcement prompted an ...
09/22/2026

The Fed raised interest rates for the first time in three years, as widely expected. While the announcement prompted an initial market reaction, resilient economic growth, strong corporate earnings and continued consumer spending could help support equities, even if interest rates move somewhat higher. Meanwhile, higher short-term bond yields may create new opportunities for investors seeking income.

Brian Therien, Investment Strategist, shares his perspective on what a more hawkish Fed policy could mean for investors in the latest Weekly Market Wrap: https://bit.ly/3V3nbid

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