Joshua Derwin, MBA at Prudential

11/02/2026

🎄 Holiday Office Hours Announcement 🦃

At Expedition Financial Services, we believe that time with family and friends is one of life's greatest investments. That's why we make it a priority to provide our team with dedicated time to create memories with their loved ones during the holiday season.

📅 Thanksgiving Break: November 25-27
📅 Holiday Break: December 21-January 1

Our office will be closed during these dates, and we will resume normal business hours after each holiday period.

Wishing you and your family a joyful Thanksgiving and a wonderful holiday season filled with happiness, gratitude, and meaningful moments together. ❤️

10/30/2026

Happy Halloween! 🎃 I spy with my little eye Jessy, a cowboy, Angela (from the Office) and a sumo wrestler! Who else will we find today?

09/22/2026

🏛️ The Federal Reserve raised its benchmark interest rate this week for the first time in three years, lifting the federal funds rate a quarter point to a range of 3.75% to 4%. Most officials expect at least one more increase before the year's end.

A few things are driving the move:
▪️Energy prices have climbed amid global tensions
▪️Spending tied to AI infrastructure has surged
▪️Together, they've pushed inflation above the Fed's 2% goal

The effects reach different corners of your budget in different ways:
▪️Credit cards and auto loans tend to reprice quickly
▪️Mortgage rates track longer-term Treasury yields, which have also climbed, pushing the 30-year average to nearly 7%

💼 The labor market has held steady through it all, with unemployment at 4.1%.

This is exactly the kind of shift worth talking through together, especially anywhere it touches your own borrowing or spending decisions.


Source:

Most officials penciled in one more increase this year. An energy shock and a surge of AI investment have reshaped the inflation outlook.

09/18/2026

🎉 Exciting News!

As we continue to grow and enhance the ways we serve our clients, we're proud to officially launch financial planning services within our office.

We're thrilled to have Connor Middleton leading this effort. Connor's expertise, professionalism, and passion for helping others make him an outstanding choice to guide clients through every stage of their financial journeys.

Join us in congratulating Connor as he takes on this important role and helps bring a new level of planning support to the individuals and families we serve.

08/06/2026

07/02/2026

Our offices will be closed Friday, July 3rd in observance of Independence Day.

Have a great weekend!

05/05/2026

TEAM UPDATE ALERT!

We are so very proud to announce Zeke Reazin as our newest Advisor! Zeke has been working alongside Jeffry Curry for the past year, but now he is ready to spread his wings and fly.

Meet Ezekiel (Zeke) Reazin, our new Financial Planner!

Here is a bit about him...
"I graduated from Ottawa University, where I earned dual degrees in Economics and Finance over four years. During my time there, I served as Student Body President for two years while also competing as a student-athlete in both baseball and football. I love solving problems and puzzles, which is what excites me about having so many unique clients as a financial planner. I'm very excited to start at Expedition Financial Services!

04/23/2026

💙🛡️ Protecting What Matters Most 🛡️💙

At Expedition Financial Services, we believe there’s nothing more important than protecting your family and the life you’ve built together. Life insurance isn’t just a policy — it’s peace of mind, security, and a way to care for the people you love, no matter what the future holds.

And when it comes to protecting your family, Joshua West is the one you want on your side. As the head of our Protection Planning team, Joshua brings knowledge, care, and a true passion for helping families feel secure and prepared.

If protecting your loved ones is on your mind, we’re here to help you take that next step with confidence.

04/22/2026

We wanted to share a quick update about a new savings option for children that was recently created by Congress, commonly referred to as a Trump Account (also called a 530 Account).

These accounts are designed to help families invest early for a child’s future.

For children born between 2025 and 2028, the government may also contribute $1,000 to help jump-start the account, provided certain steps are taken.

If you’d like to discuss whether this could be a fit for your family—or how it compares to other options like 529 plans or custodial accounts—please schedule a time to come see us!

Phone: 913-381-5500