Edward Jones Financial Advisor - Chase Roten

06/02/2026

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/4uaw4lS

06/01/2026

Many retirees unknowingly make mistakes that can reduce their long‑term financial stability. Explore these practical steps to help support a more durable income plan.

8 moves to help protect your retirement incomewww.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/4uLe7eR

05/29/2026

It’s 5/29 or 529 Education Savings Day. Take this as your cue to learn more about your options to save for your children’s, family members’ or even your own future education. But you don’t have to go on this education finance journey alone — contact me with any questions. Together, we can craft a strategy to help you meet your goals.

Learn more here: https://bit.ly/4fgDlNm

05/28/2026

For business owners, succession and exit planning isn’t a one time event—it’s a process. The earlier the conversation starts, the more options you often have.

If protecting both your legacy and your life beyond the business matters to you, feel free to reach out so we can get the conversation started.

Learn more here: https://bit.ly/3PH6SFx

05/27/2026

Confused about how Social Security works? You’re not alone. Myths persist, but the truth is often far more reassuring. A little clarity can go a long way in building a confident retirement plan.

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

05/27/2026

High-interest debt can feel overwhelming, but a clear plan can change that. As a financial advisor, I work with clients to create strategies that fit their lives and their goals. Ready to get started? Let’s talk.

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/3RLZNUB

05/25/2026

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

05/22/2026

Many people learn about investing for the first time through their workplace.

This video highlights how the right retirement plan—paired with education—can help employees feel more informed and confident about their future. It’s the kind of partnership‑focused work we strive for at Edward Jones.

If you’re a business owner and want to explore what that could look like for your team, feel free to reach out. I’m here to help.

Learn more about how Edward Jones is partnering for positive impact: edwardjones.com/findingfulfillment?utm_term=939940&utm_source=facebook&utm_medium=social_media&utm_content=3186891&c3nid=939940_facebook_3186891&c3ch=BranchSocialMedia&EID=MDAwMDAwMTgyNTQ1Mg%3D%3D