Financial Advisor- Edward Jones: Lindsay Cox, AAMS CRPC

06/11/2026

Many retirees look forward to traveling more in retirement — and the most enjoyable trips often start with a plan. Thinking ahead about how you want to travel, budgeting for the unexpected and prioritizing comfort can make a big difference in both cost and enjoyment.

With fewer calendar constraints and greater flexibility, travel may suddenly feel more possible in retirement.www.edwardjones.com/us-en

06/09/2026

More than half of Americans feel financially conflicted. But those who feel financially fulfilled? They’re healthier, more connected and more in control of their future.

That’s the difference a thoughtful plan can make. Let’s talk about what a customized plan could look like for you.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 2026.

06/08/2026

Please Help Us Welcome Cathy to Our Team!

We’re excited to welcome Cathy Esposito to our team! Cathy has only been with us for a week, and she has already risen to the challenge in a big way.

They say you can "infect" or "affect" an environment and Cathy brings such positive energy to our office. You can feel the shift already!

She is taking initiative and asking all the right questions.

Over the next six months, she’ll be undergoing extensive training as she works closely with me to support our clients and the important work we do together.

Being in the financial industry is intense and we look forward to watching her flourish.

Cathy brings a wealth of experience and holds a bachelor’s degree from Emerson College. Her background spans publishing, administrative project coordination, education, and marketing—making her a wonderful addition to our team.

Outside of work, Cathy enjoys making art, meditating, listening to Bruce Springsteen, and walking her dog. She’s also a proud Gamecock fan!

After years of helping authors write their stories, Cathy is excited to turn her focus toward supporting our clients so that they can live their stories.

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/4uiFuvD

06/03/2026

This Pride Month, we celebrate and support all our LGBTQ+ family and friends, and invite you to join us in creating a more inclusive community for all.

06/02/2026

Today we honor Juneteenth, the day marking the end of slavery in the United States. May we reflect on this important day in American history and continue to work toward an equitable future for all.

06/02/2026

Not only can your HSA help enhance your health care savings, but it can function as a powerful tool for your retirement strategy. Here are five common myths about this unique account.

https://bit.ly/4o1FheX

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/4ajKKrC

05/28/2026

Please share!! FREE Tax Guides for 2026!

First come, first serve!

I know many are completely digital these days, but I still love a good paper copy.

There’s nothing like ripping through the pages with a highlighter and sticky tabs.

Please help me find these 2026 Tax Guides a new home.

I ordered too many and I don’t want them to go to waste.

So, if you’d like one - send me a DM!

OR if you know someone who could use one, please share this post.

*Office pickup only!*

Thanks LinkedIn!