Edward Jones-Financial Advisor: Jacee Randall

09/30/2025

How might a government shutdown affect the economy and financial markets? Check out our three key insights, and don't hesitate to reach out with questions.

We offer clients our perspective on government shutdowns and their likely impact on the economy and the markets.

07/31/2025

While many people choose a family member to carry out their estate plan, that’s not the only option. There are many benefits to appointing a professional co-trustee. Here are six questions to ask yourself before you make a decision about who will serve as trustee or personal representative.

Learn more about whether a corporate trustee is the right choice for your needs and goals.

05/27/2025

Don't put off your estate planning. An estate plan can help preserve the value of your assets, protect your privacy and ensure your heirs receive what you intended.

Answers on a range of topics

03/25/2025

Thank you Nothing Bundt Cakes for the yummy treats!!

01/15/2025

We had a fun surprise the morning. One of our lovely clients brought us donuts from 3 different local donut shops so we could have a taste test of who makes the best donuts!

There was a clear winner and it was 5 star donuts!

03/18/2024

I am thrilled to announce that I passed the CFP® Board Exam on Friday. After months of hard work and lots of sacrifices, I persevered through the challenging coursework, and am so proud of this accomplishment. Moving forward, I am excited to apply this knowledge to better serve my clients and help them reach their financial goals. Thank you to my team for their unwavering support and encouragement as well as my friends and family.

12/18/2023

If you’re getting ready to change jobs, make sure you know your options for your 401(k). Here are four things you can do.

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.

12/15/2023

While it looks attractive now, the numbers don’t lie: cash has been the worst-performing asset class over the past 25 years. This easy-to-understand chart shows which fixed-income sectors have outperformed cash in a variety of environments.

This chart illustrates that not all fixed-income asset classes react the same way to economic and interest-rate changes.

12/13/2023

Contributing to a traditional IRA can be a useful retirement savings tool, but if you’re closer to retirement, or you’re able to handle a higher bill come tax season, you may want to consider a Roth IRA conversion.

What you should consider when thinking about converting a traditional IRA to a Roth IRA.

12/11/2023

Because estate planning isn’t just about transferring assets, your strategy should be flexible should a life event occur. Here are some actions to take to help you feel prepared.

Because estate planning isn’t just about transferring assets, your strategy should be flexible should a life event occur.

12/08/2023

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.

Build a better business