Edward Jones - Financial Advisor: Kathleen Willason

Edward Jones - Financial Advisor: Kathleen Willason I help clients plan the route to reach their financial goals by growing wealth and keeping them on track through life’s changes and challenges.

I best serve clients who desire to be helped and engage openly about their goals. I appreciate discussions with affluent high net worth clients as much as training new investors who want to be high net worth clients someday. We all start somewhere, and we all have unique dreams throughout our lives. Change and the passing of time is 100% certain to happen! Why not plan for it? I especially enjoy h

elping:
- People who are looking for an engaging and customized investment experience with their financial advisor.
- People who are not sure when they can retire.
- Individual women looking for empowerment through financial growth and stability.
- Divorcees or beneficiaries who need to find a financial advisor that customizes to their needs.
- High Net Worth Professionals look for alternative ways to grow or transfer wealth.
- Businesses looking for a hands-on retirement benefits professional to start-up or actively lead their 401k, 403b, 457, Profit sharing, Simple or SEP retirement plan.
- People looking to protect their hard-earned savings from the unexpected through term or permanent life insurance.
- Investors reaching retirement who want to rely somewhat less on the market for their retirement income. Complex or simple situations to make sense of? Let's explore together: where you are today and how we will get to where you want to go.

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driv...
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/4xfwiuz

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an ac...
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/4eg9Ee7

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain thei...
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/4feuN9L

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment ...
05/18/2026

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment Strategist Mona Mahajan explains why fundamentals and staying invested still matter more than seasonality in our Weekly Market Wrap.

https://bit.ly/4eUlHyK

Despite ongoing geopolitical noise, markets have increasingly refocused on underlying fundamentals. Strong corporate ear...
05/11/2026

Despite ongoing geopolitical noise, markets have increasingly refocused on underlying fundamentals. Strong corporate earnings, a resilient economy and solid labor market data have helped drive equities to new record highs.

Senior Economist James McCann outlines three key trends to watch in the latest Weekly Market Wrap.

https://bit.ly/4u2sV8h

Markets are pushing higher despite geopolitical and energy uncertainty. So what’s driving the momentum?Senior Global Inv...
05/04/2026

Markets are pushing higher despite geopolitical and energy uncertainty. So what’s driving the momentum?

Senior Global Investment Strategist Angelo Kourkafas breaks down how strong corporate earnings, continued AI investment and a resilient consumer and economy are supporting markets in the latest Weekly Market Wrap.

https://bit.ly/49cKBpr

After navigating recent geopolitical shocks, markets are showing notable resilience as investors refocus on economic fun...
04/27/2026

After navigating recent geopolitical shocks, markets are showing notable resilience as investors refocus on economic fundamentals and corporate earnings. From developments in the Middle East to expectations around a potential Fed leadership change and a busy earnings season, Senior Economist James McCann outlines what investors should be on the lookout for in the latest Weekly Market Wrap.

https://bit.ly/4sXiP7i

Markets have rapidly priced out worst-case risks, with easing oil pressures, stabilizing interest rates and resilient ea...
04/20/2026

Markets have rapidly priced out worst-case risks, with easing oil pressures, stabilizing interest rates and resilient earnings fueling one of the fastest rebounds to new highs on record.

In this week’s Weekly Market Wrap, Senior Global Investment Strategist Angelo Kourkafas examines whether the optimism is justified, and where markets may go from here.

https://bit.ly/4coepl2

As markets navigate recent market volatility and weigh the potential duration of oil supply disruptions, underlying U.S....
04/06/2026

As markets navigate recent market volatility and weigh the potential duration of oil supply disruptions, underlying U.S. economic fundamentals remain encouraging. For long-term investors, now is not the time to make emotionally charged investment decisions but rather consider a simple pulse check on your portfolio.

Mona Mahajan, Senior Investment Strategist, explains in our Weekly Market Wrap.

https://bit.ly/4tslRRL

While day-to-day headlines about geopolitical tensions continue to drive market swings, the underlying economic fundamen...
03/30/2026

While day-to-day headlines about geopolitical tensions continue to drive market swings, the underlying economic fundamentals remain resilient. For long-term investors, maintaining a diversified portfolio and staying the course often proves more effective than reacting to short-term volatility.

Our Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/3PDxFSK

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