Edward Jones - Financial Advisor: Jonathan Proffitt

06/09/2026

Are you planning on retiring before 65? If so, you’ll need to account for how you’ll access health insurance before Medicare kicks in. Here are 10 health insurance options to consider as a retiree.

Tips for how to plan for health care costs before age 65.

06/08/2026

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driven inflation have meaningfully shifted the outlook toward potential policy tightening — creating a more complex backdrop for equities and fixed income alike. Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4g8ZTjf

06/04/2026

Don’t think you need an estate plan? Proper estate planning strategies can help protect you and your family and help ensure your assets can be distributed without unnecessary fees and taxes. Here’s how to get started.

Learn how and where to start

06/01/2026

If you own a business with no employees and are maxing out an owner-only 401(k), there may be even more ways to save for retirement.

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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/4uC3Q4u

05/29/2026

I am extending heartfelt gratitude to those who selflessly provide care and support to their loved ones. If you are embarking on the journey of financial caregiving, we have wonderful guidance to help usher you through the process.

Learn more about the responsibilities of caring for another person's financial wellbeing.

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/4313Pei

05/25/2026

At Edward Jones, we want our clients have the right tools to make informed decisions. We've created a resource for any federal employees affected by the deferred resignation program to help answer questions. Don't hesitate to reach out for support.

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05/22/2026

An estate plan helps put you in the driver’s seat regarding how your assets pass, who will care for your children and who can make decisions on your behalf. Crafting one that’s right for you is important. These steps can help you get started.

Learn how and where to start