Edward Jones- Financial Advisor: Bill Young

06/10/2026

In conversations with clients, one topic comes up over and over again: staying independent later in life.

Alzheimer’s & Brain Awareness Month is a good reminder that there are things within our control. Healthy habits, like staying active, managing blood pressure, eating well and continuing to challenge your mind, can support brain health over time, potentially increasing the probability of staying independent for longer.

Pair that with a plan that prepares for the unexpected, and you’re in a stronger position for the future.

If you’d like to talk through your plan, I’m here.

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

What now? That’s the question many investors are asking following a sharp selloff in AI and semiconductor stocks. On Bloomberg’s “The Close,” our Principal, Head of Investment Strategy Mona Mahajan breaks down the key forces shaping the markets – from cooling tech momentum to a rebound in the labor market – and how that may shape investment decisions.

Watch the full interview: https://bit.ly/4v1JOAG

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/3RUNa9X

06/06/2026

Caring for an aging loved one can mean juggling doctor visits, navigating paperwork and adapting to evolving financial needs. But you don’t have to manage it on your own. I can help you plan for the long term so you feel confident in the decisions you’re making. If this sounds helpful, I’d would be happy to walk through your options.

06/04/2026

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/4dPmCj1

06/03/2026

Edward Jones’ new research with Gallup shows something powerful: Only 16% of Americans are financially fulfilled, meaning their finances support the life they want. But financial wellbeing isn’t defined by income or net worth alone. It’s driven by confidence, alignment with personal values and a sense of security and direction.

If this is something you’d be interested in, let’s connect. I’m here to help you make your money work for you.

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

06/03/2026

Your team at Edward Jones works like a great pit crew. We anticipate, prepare and move with purpose, so you can focus on what's ahead. We all work together to keep your financial life on track, so you can keep moving toward your goals.

06/02/2026

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

06/01/2026

It's National Homeownership Month, and while estate considerations aren't a fun topic to discuss, it is something very valuable for you and your family.

Work with your attorney to make sure you have the appropriate plan that will help protect your legacy.

Learn more: https://bit.ly/43EAKWf