Edward Jones-Financial Advisor: Ashley Pritchett

06/22/2026

After months of expected interest rate cuts, the Federal Reserve is shifting its focus back to managing inflation. This "higher-for-longer" interest rate environment may present compelling opportunities in short-term fixed income, while equities can continue to be supported by strong and broadening earnings growth. Brian Therien, Investment Strategist, explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/44sZJfu

06/15/2026

As the market navigates a tech rotation and highly anticipated public offerings, investors are seeing a shift toward broader market participation. Angelo Kourkafas, Senior Global Investment Strategist, explains how this could impact investors in our Weekly Market Wrap.

https://bit.ly/3QGtjLq

06/09/2026

We can help you address some of the common financial needs we see among business owners, including retirement plans, protecting and growing the business, and exit planning.

Let's build a strategy to help you meet both personal and professional goals.

Here's our business owners hub

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/4upCMoh

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/49AL9FT

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.

https://lnkd.in/dtq2PGGZ

Call our office for your complimentary consultation. Our team is CEPA certified!

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/4dIz8zs

05/25/2026

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

05/20/2026

{Successful to Significant}
A significant company is one that is valuable, transferrable, ready, and attractive AT ANY POINT. While the business owner's business, personal, and financial GOALS ARE ALIGNED.
https://lnkd.in/dtq2PGGZ

Exit Planning is more than just a liquidity event...

05/18/2026

Just finished a 3 day section hike on the Appalachian Trail, spending the weekend in Damascus, VA for "Trail Days".
Just like hiking with my "trail families", the strong sense of community is also at the heart of meaningful financial advising. Beyond portfolios and planning, it's about building trusted relationships, supporting clients through life's transitions, and creating connections that foster confidence, stability, and belonging!
https://lnkd.in/dtq2PGGZ

It becomes a partnership grounded in shared goals and genuine care.