Edward Jones-Financial Advisor: Lori Vejil

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AI-related stocks faced renewed scrutiny last week as investors reassessed the sustainability of the AI investment cycle...
11/03/2026

AI-related stocks faced renewed scrutiny last week as investors reassessed the sustainability of the AI investment cycle, while market leadership broadened to include more defensive sectors. At the same time, the Federal Reserve held interest rates steady, underscoring its continued focus on balancing inflation risks with economic growth.

Brian Therien, Senior Fixed Income Analyst, explores the forces driving the recent market rotation, key risks investors are monitoring, and why diversification remains important in the latest Weekly Market Wrap: https://bit.ly/4z4lCih

Client conversations. Industry knowledge. Licenses earned. Those skills don’t disappear when you consider what’s next—th...
10/07/2026

Client conversations. Industry knowledge. Licenses earned. Those skills don’t disappear when you consider what’s next—they carry forward. The right environment should recognize what you’ve already built. If you’re curious how your experience might translate, let’s start a conversation.

Career growth looks different when it’s backed by people who’ve been where you are. Many financial advisors value enviro...
09/10/2026

Career growth looks different when it’s backed by people who’ve been where you are. Many financial advisors value environments built on partnership and mentorship, not competition. If community and support are part of what you’re looking for, I’m always open to connecting.

One of the biggest questions people have about retirement is how long their savings will last. If you’ve been wondering ...
08/29/2026

One of the biggest questions people have about retirement is how long their savings will last. If you’ve been wondering the same thing, these tips can help ensure you have enough saved for retirement.

How long your money will last in retirement depends on your investment strategy, withdrawal plan and more. Learn how to make your money last in retirement.

Tax season can be a stressful time even without the worry of unintentionally making a filing mistake. Here are five comm...
08/27/2026

Tax season can be a stressful time even without the worry of unintentionally making a filing mistake. Here are five common tax-filing mistakes and what you can do to help avoid them.

Before you file your taxes this year, be sure to avoid these five common tax-filing mistakes.

Get a lay of the land and check out our current rates for certificates of deposit (CDs), bonds, loans and other investme...
08/25/2026

Get a lay of the land and check out our current rates for certificates of deposit (CDs), bonds, loans and other investments. Then contact me so we can develop strategies for a long-term approach to help ensure you reach your financial goals. Learn more: https://bit.ly/4wQJ1CL

One of the most frequent conversations I have with families is how to balance education savings with retirement goals. W...
08/23/2026

One of the most frequent conversations I have with families is how to balance education savings with retirement goals. With a clear, structured plan, you don’t have to choose one over the other. Let’s talk about what balance could look like for your family.

You don’t have to have a complex estate to benefit from a clear, thoughtful strategy. I can help walk you through the pr...
08/21/2026

You don’t have to have a complex estate to benefit from a clear, thoughtful strategy. I can help walk you through the process, prioritize your goals and work to coordinate your team of tax and legal professionals to help ensure your personal estate goals are met. Ready to get started? Let’s talk.

For professionals thinking long‑term, the real question isn’t just the next role—it’s whether the career can continue to...
08/19/2026

For professionals thinking long‑term, the real question isn’t just the next role—it’s whether the career can continue to evolve. Growth, ownership, and impact tend to matter more when you’re building something meant to last. If you’re reflecting on that path, a conversation can add clarity.

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or se...
08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

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5080 Virginia Pkwy
McKinney, TX
75071

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