Edward Jones- Financial Advisor: Daniel Yates

10/06/2026

Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a strategy around your legacy goals. Send me a message, and let’s find time to connect.

10/05/2026

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consumer spending and growing corporate profits point to an economy that remains on solid footing.

Investment Analyst Brock Weimer shares insights from market history, exploring how stocks have performed following sharp increases in bond yields and what those trends may signal for investors in the latest Weekly Market Wrap: https://bit.ly/4eeu1bb

10/02/2026

Even though 32% of Americans experience are financially stressed and money is a constant source of pressure, 73% are using the internet as a source of financial advice, and largely managing their finances alone. This is where a financial advisor can make a difference. Research shows that financially fulfilled adults are 4.3x more likely to work with a financial advisor compared to financially stressed adults.

If financial stress is something you’re dealing with on your own, you don’t have to. Let’s talk through where you are and where you want to go.

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

09/29/2026

Building wealth takes thoughtful planning. I help families in our community develop strategies to manage wealth today while preparing future generations for tomorrow. Reach out to learn more.

09/29/2026

Our outdoor camera caught something recently…

A simple moment that served as a powerful reminder that one of the most important things we give our children doesn't belong in a bank account.

It's the example we set. The way we work. The way we care for others.

Watching it back was both humbling and encouraging. My wife loved it so much she put together a little video compilation to share with friends and family.

A few weeks ago, I was changing the oil in my wife's car. What I didn't realize was that the boys were watching….

A few minutes later, they pulled out their toy car, grabbed some makeshift tools, and got to work right alongside me. They weren't just copying Dad. They were learning. They were learning that you take care of the things you're responsible for. That hard work matters. That being prepared and providing for your family is something to be proud of.

It reminded me that our kids learn a lot from the little things we do every day. The responsibilities that seem ordinary to us often leave the biggest impression on them.

As a husband and a father, so much of what I work for has nothing to do with a paycheck. It's about building a life for my family, helping others in my community, and showing my kids what responsibility, preparation, and hard work look like.

That's also a big part of why I love what I do at Edward Jones.

Helping people with their finances isn't just about investments, retirement accounts, or numbers on a statement. It's about the people behind those numbers and the goals they're working so hard to achieve. It's about helping families prepare for the future, protect what matters most, and create opportunities for the people they love.

Above all, I hope mine always see a dad who cares about our community, works hard to help others, and takes care of his family.

09/28/2026

Bond yields recently climbed to their highest levels in decades as investors weighed sticky inflation, booming AI investment and robust economic growth. In this evolving environment, higher interest rates are creating new opportunities in fixed income while shifting market leadership across equities.

Senior Economist James McCann shares his perspective on how investors can navigate today's higher-rate environment in the latest Weekly Market Wrap: https://bit.ly/4hii6Lz

09/28/2026

Market volatility doesn’t just impact investments — it can shape careers and income too.

As job competition increases, building in-demand skills like analytical thinking, adaptability and communication can play a key role in supporting long-term earning potential. Stronger income can mean more opportunities to save, invest and stay on track toward your goals.

If you’re thinking about your financial future, your career strategy matters more than ever.

Discover five essential skills, from AI literacy to emotional intelligence, that can help you stand out in today's job market and boost your earning power.

09/26/2026

Clients often ask me about the latest IPO. It’s a great opportunity to talk through pricing dynamics, early volatility and why fundamentals matter more than first-day buzz. I can help you stay focused on long-term strategy — not short-term hype.

Initial public offerings (IPOs) tend to attract a lot of investor interest, especially when the company is large and well-known. The excitement can be tempting, but it doesn't always lead to strong investment results. We encourage investors to look beyond the headlines and focus on whether the share...

09/25/2026

Getting the most out of Social Security is actually quite simple — and it focuses on one key number. Here’s a clear-cut route to help maximize your Social Security benefits.

The material on this site is for informational and educational purposes only. The material should not be considered tax or legal advice and is not to be relied on as a forecast. The material is also not a recommendation or advice regarding any particular security, strategy or product. Hartford Funds...

09/24/2026

When I talk with clients about retirement, the conversation goes beyond numbers pretty quickly. Yes, we plan for income, savings and longevity — but we also talk about what your days will look like, who you’ll spend time with and what will give you a sense of purpose.

If you’re thinking about retirement, let’s make sure you’re prepared for both sides of the equation.

Retirement is more than a financial milestone. It is a psychological transition. Learn how to design the next phase of your life with purpose.