Edward Jones - Associate Financial Advisor: Allison Adkins

10/01/2026

Today's economic environment is ever-changing.

Review our current rates for:

CDs
Bonds
Other investments
Loans

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

09/29/2026

"Relatively few families are talking about inheritance. Roughly two in five have never discussed the older generation's plans for passing along their assets, the survey reveals. And among those who have talked, it's mostly in generalities, such as whether the parents have a will or who will inherit something, rather than specifics, with details about the assets parents have, their value, or Mom and Dad's wishes regarding them."

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://www.kiplinger.com/retirement/inheritance/why-so-many-families-are-unprepared-for-the-great-wealth-transfer-and-what-you-can-do-about-it

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.

09/23/2026

What might investors make of the Federal Reserve's first rate hike since 2023?

Our Principal, Head of Investment Strategy Mona Mahajan breaks down the key takeaways from the September meeting, including the path for future rates, the inflation outlook and what continued economic resilience could mean for markets.

09/16/2026

How are women investors redefining wealth?

I’m excited to share this special collaboration between Edward Jones and Atlantic Re:think that explores how women investors are planning for health, purpose, family and overall well-being. Is this you? Let’s chat about it.

Learn more: https://www.edwardjones.com/us-en/market-news-insights/personal-finance/women-investors?utm_term={group_id}&utm_source={social_network}&utm_medium=social_media&utm_content={suggested_content_id}&utm_campaign=atlantic_festival_2026&c3nid={group_id}_{social_network}_{suggested_content_id}&c3ch=BranchSocialMedia&EID={EMPLOYEE_NUMBER}

08/24/2026

There are four potential options for your 401(k) when leaving an employer:

• Option #1: Leave it in your former employer’s 401(k) plan, if allowed by the plan.

• Option #2: Move it to your new employer’s 401(k) plan, if you’ve changed employers and your new employer plan allows for it.

• Option #3: Roll the account over to an Individual Retirement Account (IRA).

• Option #4: Cash it out, which could be subject to potential tax & penalty consequences.

If you've decided that a 401(k) rollover is right for you or just want to talk through your options, contact me today. I can help you with your next steps, wherever you are on your journey.

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

08/18/2026

I’m excited to officially share that I am now a CERTIFIED FINANCIAL PLANNER™ professional! 🎉

Receiving my official CFP® exam results marks the end of a challenging chapter of studying, preparation and perseverance, but even more importantly, it represents the beginning of a new chapter in how I can serve my clients.

Earning the CFP® certification reflects a commitment to comprehensive financial planning, ethical standards and helping clients make informed decisions about the things that matter most, from retirement and investments to protecting their families and planning for the future.

I’m incredibly grateful for everyone who encouraged and supported me along the way, and I’m proud to bring this additional knowledge and perspective to the individuals, families and businesses I have the privilege of working with.

I’m looking forward to continuing to grow, learn and help people feel more confident about their financial future.

08/10/2026

The value of a financial advisor is about more than investments. It's about having a trusted partner to help you navigate life's financial decisions, stay on track toward your goals, and provide perspective during uncertain times.

If you've ever wondered how working with a financial advisor can benefit you, this is a great place to start:

Learn how a financial advisor can help you achieve your goals with personalized strategies and financial planning.

08/07/2026

You have choices at Edward Jones. Let’s talk through the ways we can work together, from investing approaches to putting together a comprehensive, personalized financial plan.

Discover the power of planning: https://www.edwardjones.com/us-en/investment-services/wealth-strategies/financial-planning?utm_term={group_id}&utm_source={social_network}&utm_medium=social_media&utm_content={suggested_content_id}&c3nid={group_id}_{social_network}_{suggested_content_id}&c3ch=BranchSocialMedia&EID={EMPLOYEE_NUMBER}

08/03/2026

Your employees deserve financial knowledge that builds confidence and reduces stress.

Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.www.edwardjones.com/us-en

06/19/2026

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.