Edward Jones-Associate: Brian Burkey

09/01/2023

After a strong start to the year, market volatility seems to have returned. While we would expect market volatility to continue near-term, we are also watching for key inflection points that may indicate the early innings of a more sustainable rally ahead. We highlight three potential conditions that we believe would support better market returns longer term: 1) inflation moving lower, 2) the Federal Reserve pausing its rate-hiking cycle, and 3) earnings revisions bottoming.

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

08/23/2023

Build meaningful connections as a Registered Branch Associate. Contact me to learn more.

08/15/2023

If you overfund your child’s 529 plan, is it left “stranded”? Fortunately, there are a variety of ways to take advantage of a 529 plan even if your child doesn’t need it for college.

Learn what to do with a 529 plan when your child doesn’t need it for college.

08/10/2023

These are some financial challenges the millennial generation is facing. If you're a millennial, or your child or grandchild is, share this article with them and let me know if I can offer any help.

More and more millennials are missing credit card and car payments as they take on a boatload of debt to afford a home, a car, and kids.

08/04/2023

You have to worry about a lot of numbers in retirement. But dollars and cents aside, there’s one surprising number you may take for granted. Here are five questions to consider when assessing the “where” in your retirement planning.

Retirement planning is all about numbers. Yet, there’s one number most of us take for granted or don’t even consider.

07/25/2023

Take a look, and let me know if you have any questions!

Our latest rates for certificates of deposit (CDs), bonds and other investments and loans.

07/20/2023

Saving for college and retirement is not an either/or proposition. Take a look, and let me know if you have questions.

Prepare for the unexpected

07/17/2023

Here are seven top benefits to working closely with a financial advisor.

How our team can help

07/11/2023

After decades of saving and investing to achieve your retirement goals, you want to finally enjoy the fruits of your labor. However, overspending in retirement could put your nest egg in danger of running out prematurely. Here are three tips to help you determine your ideal withdrawal rate.

Define your financial strategy

07/07/2023

Is your credit score holding you back? In this article, we look at what your credit score means, how it’s calculated and some tips to help improve your score.

Are you keeping score?

07/03/2023

Happy birthday to the “land of the free, and home of the brave.” Wishing you a safe and fun-filled 4th of July!