Edward Jones - Financial Advisor: Trenton Koehn

06/01/2026

Edward Jones is the proud title sponsor of the Edward Jones Pro-Am at THE CJ CUP Byron Nelson Tournament. Golf and investing have a lot in common — both reward discipline, planning and a long-term view. Let’s talk about building a strategy that works for you.

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/4x3hYoU

05/29/2026

If you’re thinking about tapping in to your 401(k) earlier than you initially planned, there are some things you need to consider. Read more about 401(k) withdrawals and loans, and feel free to reach out to me with any questions: https://bit.ly/4ectEhO

05/27/2026

A recent Edward Jones report found nearly 1 in 4 millennials say they’re not on track to achieve financial fulfillment. But fulfillment isn’t just about saving more — it’s about having the freedom to enjoy life, spend time with loved ones and reduce money-related stress. Learn why building your financial future starts with aligning money to what matters most.

Nearly 25% of millennials say they’re not on track to achieve financial fulfillment — higher than both Generation X and baby boomers, according to Edward Jones’ Pulse of North America report.www.edwardjones.com/us-en

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/4vh24G5

05/25/2026

Edward Jones financial planning offers you a deeper view of your financial picture and allows us to tailor strategies to best support your goals.

A comprehensive approach to managing wealth financial planning delivers a personalized experience across five areas of your financial life.www.edwardjones.com/us-en

05/22/2026

While running a business might take a lot of time and energy, stepping back to ensure your financial house is in order is worth it.

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

05/20/2026

Did you know that the total lifetime healthcare cost for someone with dementia is estimated at $392,874? Here are practical steps you can take to keep your brain sharp and potentially save thousands in medical costs.

How to prepare for the expense of potential cognitive decline

05/18/2026

Can your retirement savings grow tax-free? Roth IRAs could be your ticket to tax-free income in retirement. If you’re considering opening a Roth IRA, give me a call and I’d be happy to help you develop a retirement strategy that’s right for you.

Learn about this type of IRA, which allows for after-tax contributions with the potential for tax-free income in retirement.

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/4nBooHu