Edward Jones - Financial Advisor: David Marshall

10/16/2026

October is Breast Cancer Awareness Month—a time to stand with survivors, honor those we’ve lost and support the millions of individuals and families affected by breast cancer. This month, we encourage conversations, screenings and shared strength—because no one should face breast cancer alone.

10/14/2026

Financial Strategies Built Just For You

10/14/2026

Many of the conversations I'm having with clients right now start in the same way – with the news. Clients see market-driven headlines and ask: "How does this affect me and my life?"

In a recent Bloomberg interview, our Managing Partner Penny Pennington discusses how financial planning can help investors look beyond today's market noise and stay focused on their goals.

Watch the full conversation: https://bit.ly/4hTSxiV

If the headlines have you wondering how all of this affects your financial strategy, let's talk.

10/12/2026

Today's economic environment is ever-changing. Review our current rates for CDs, bonds and other investments and loans.

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

10/08/2026

With financial fraud on the rise, staying vigilant is more important than ever. Edward Jones continues to work behind the scenes to help safeguard client information—and now, through our relationship with Carefull, we’re offering an additional layer of support.

Carefull helps monitor accounts, track unusual activity, and alert you to potential issues early, making it easier for you and your family to feel more confident in your financial security. And it’s available at no cost to Edward Jones clients in the United States.

If you’d like to learn more, feel free to reach out.

10/07/2026

With the 2026 midterm elections approaching, investors are once again asking what politics may mean for markets and whether the elections have the potential to disrupt this year's positive momentum. Here's what history says – and what's different this time:

With the 2026 midterm elections approaching, investors are once again asking what politics may mean for markets and whether the elections have the potential to disrupt this year's positive momentum. History suggests that elections often create short-term uncertainty, but they have rarely been the pr...

10/06/2026

A meaningful legacy is built by creating opportunities that endure for generations. I'm proud that Edward Jones is partnering with Texas Women's Foundation to help foster
opportunities for women and families while reinforcing our commitment to the communities we love.

10/02/2026

I enjoyed reading this recent Kiplinger article featuring our Head of Wealth Management and Field Management, David Chubak. One point that stood out to me is how many families are balancing long-term goals with desire to support loved ones today.

It’s something that often comes up in conversations with clients, whether it’s helping adult children with housing expenses, student debt or other financial challenges. As David notes, "The reality is we live in an age of financial uncertainty and anxiety like no other." Having open conversations and a thoughtful plan can help families navigate those decisions with greater confidence.

Read the article here: https://bit.ly/4hyzOcE

What financial lesson or value do you hope to pass along to the next generation?

Passing down the wealth you've built over a lifetime, with wisdom and grace, is good. Passing on your values along with the money? Even better.

09/30/2026

Bond yields have moved higher, driven by expectations for tighter Fed policy, persistent inflation, and an increased supply of government and corporate bonds.

Senior Fixed Income Analyst Brian Therien explains how higher yields could set the stage for stronger fixed income returns ahead in our Monthly Fixed-Income Focus.

https://bit.ly/4iXDwiq

09/30/2026

Cybercriminals are getting more sophisticated, and AI is making scams harder to spot. But a few simple habits can help protect your finances:

• Be cautious of unexpected emails, texts or calls.
• Verify requests through a trusted source before responding.
• Use unique passwords and multifactor authentication.
• Pause when a message feels urgent or unusual.
• Keep devices updated and back up important files.

Small steps today can help safeguard your money, identity and long-term financial goals. If you have questions about protecting your financial accounts, I'm here to help.



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