Edward Jones-Associate: Roger Keaton

08/07/2026

Developing healthy financial habits can create real momentum toward your long-term goals.

Small consistent steps today can make a meaningful difference over time.

08/05/2026

Financial strategies for business owners aren't one-size-fits-all. From tax considerations to succession planning, I focus on what matters most to you.

Let's build a strategy that works for your business and your life.

Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.www.edwardjones.com/us-en

08/03/2026

The Federal Reserve held rates steady as earnings from four Magnificent 7 companies led to mixed market reactions, suggesting that investors increasingly want evidence that AI spending is translating into durable revenue and earnings growth. While interest rates may remain higher for longer, resilient economic growth, strong corporate earnings and broader participation across sectors continues to support equities.

Brian Therien, Investment Strategist, explains what this means and how this could impact investors in the latest Weekly Market Wrap.



https://bit.ly/45AMqu7

08/01/2026

Financial health isn't just about numbers — it's about feeling in control of your future. Small steps today can make a big difference over time.

If you'd like guidance, I'm here to help.

Read more: https://bit.ly/4fGAtYw

07/30/2026

When's the last time you had a real conversation about your company's retirement plan — not just a statement review, but a strategic discussion? If it's been a while, that's worth fixing.

I'm here to review, update and make sure your plan is working as hard as your employees are.

Here's our business owners hub

07/30/2026

Whatever your financial goals may be, my priority is to serve you with depth and care. That’s why I offer comprehensive financial planning to help organize your finances in support of your long-term goals.

Financial planning can be a great fit if you’re looking for strategies around retirement income, tax-efficient investing, or estate and wealth transfer considerations.

Learn more in the video or reach out and I’ll walk you through what to expect as a financial planning client: https://bit.ly/4h6OukD

07/29/2026

More than half of Americans feel financially conflicted. Many people feel stable, but still vulnerable to unexpected setbacks. That's the difference a thoughtful plan can make.

Let's talk about what a customized plan could look like for you.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 2026.

07/28/2026

You’ve planned the “saving” part—now plan the “spending” part. These 10 retirement reminders cover what most people miss, from healthcare to taxes to daily purpose.

From healthcare costs to feeling a lack of purpose, here’s what most people overlook when planning for retirement.

07/27/2026

Renewed U.S.–Iran tensions are driving oil prices higher, bringing inflation concerns back into focus and raising questions about whether the Federal Reserve may need to adjust its approach.

Angelo Kourkafas, Sr. Global Investment Strategist, offers perspective on the recent developments and how they could impact investors in the latest Weekly Market Wrap: https://bit.ly/4hEX9uG

07/27/2026

Does your investment strategy reflect what matters most to you? As a financial advisor with the Certified Kingdom Advisor®️ designation, I work with individuals who want their financial strategy to align with their personal values. If this resonates with you, let’s connect.