Edward Jones - Financial Advisor Kevin M. Patterson

Edward Jones - Financial Advisor Kevin M. Patterson /*********/
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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/4u6Ya1e

Today marks a monumental day, 5/29, a powerful reminder of the life-changing benefits of a 529 plan. Megan and I embarke...
05/30/2026

Today marks a monumental day, 5/29, a powerful reminder of the life-changing benefits of a 529 plan. Megan and I embarked on a journey of smart investing the moment our girls were born, driven by our passion to empower their educational pursuits. Now, two decades later, we celebrate a dream taking shape - Haley's graduation this Summer and Amber's upcoming milestone next Spring. Although the landscape of 529 plans has evolved, their potential remains unwavering. If you're curious about securing your child's future, don't hesitate to reach out - knowledge is the key to unlocking possibilities. GO FLAMES!!!!

It’s 5/29 or 529 Education Savings Day. Take this as your cue to learn more about your options to save for your children...
05/29/2026

It’s 5/29 or 529 Education Savings Day. Take this as your cue to learn more about your options to save for your children’s, family members’ or even your own future education. But you don’t have to go on this education finance journey alone — contact me with any questions. Together, we can craft a strategy to help you meet your goals.

Learn more here: https://bit.ly/4x2GZAU

Don't just go off instinct when thinking about saving for college. Take our short lesson to discover options like 529 pl...
05/26/2026

Don't just go off instinct when thinking about saving for college. Take our short lesson to discover options like 529 plans and make a more informed decision

Learn about the process, benefits, risks, and tax implications of using a 529 plan to save for college. From Edward Jones and EVERFI

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/3Q3QKxV

The rules for 529’s have changed.  If you have kids or grandkids and want to know more, please reach out!!
05/19/2026

The rules for 529’s have changed. If you have kids or grandkids and want to know more, please reach out!!

Saving money for college

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/4dhEhQ2

A 529 plan can help you do more than save for college. New laws have expanded the potential qualified uses of 529 plans,...
05/18/2026

A 529 plan can help you do more than save for college. New laws have expanded the potential qualified uses of 529 plans, including paying for elementary and secondary school tuition and paying off student loans. Here's what you can do with a 529 plan.

Saving money for college

A gift to a 529 plan can be a valuable way to help your friends or family members fund future educational opportunities ...
05/13/2026

A gift to a 529 plan can be a valuable way to help your friends or family members fund future educational opportunities — anytime of the year. The best part is that anyone can contribute to the account, including grandparents, family friends, parents and others.

Learn about the many benefits of gifting 529 education savings funds and the many ways those funds can be used.www.edwardjones.com/us-en

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/4nlvLTB

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