Edward Jones - Financial Advisor: Kathy Pullam

08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/4xLXgK0

08/14/2026

Don’t think you need an estate plan? Proper estate planning strategies can help protect you and your family and help ensure your assets can be distributed without unnecessary fees and taxes. Here’s how to get started.

Learn how and where to start

08/10/2026

Collaboration can be key! We believe in creating a comprehensive team approach for our clients by working with their legal and tax professionals. Contact us today to find out how our estate and trust services can help you provide a higher level of client service.
https://bit.ly/4xwUkRg

08/07/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

08/03/2026

Proactive estate planning helps you and your family stay ahead of complexity, preserve wealth and ensure assets are transferred according to your wishes. At Edward Jones, we can help you with tax-aware strategies and estate-planning insights, based on your family's goals.

Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation.

07/31/2026

Big life changes can bring big financial questions. Marriage, a new child, divorce or the loss of a loved one can all impact your estate plan—and may signal it’s time for a check-in.

Learn which moments matter most and how to help keep your wishes up to date: https://bit.ly/45xdVVn

07/27/2026

Big wins often start with smart planning. Whether you’re in your rookie season or nearing retirement, a thoughtful game plan can help you work toward what matters most.

Edward Jones is proud to be the Official Wealth Management Partner of Oregon Athletics. This legendary program knows the importance of teamwork and planning for what’s ahead. And so do we. Let’s build a financial strategy that works for your life.

Learfield Sports, LLC and the University of Oregon are not current clients of Edward Jones. These entities were compensated for these endorsements. For more information, visit https://bit.ly/4bzz98P.

07/24/2026

Summer is often a time to slow down — and it can also be a great opportunity to check in on your retirement plans. Whether you’re building savings or already retired, a quick review can help ensure your strategy still aligns with your goals. If you’ve been meaning to take a closer look, this season may be the right time to start the conversation.

With summer underway and the year at its midpoint, it can be a helpful moment to step back and revisit your progress toward what is likely one of your most important financial goals — your retirement. www.edwardjones.com/us-en

07/20/2026

Caregiving touches every part of life, including finances.

For families supporting someone with Alzheimer’s or dementia, the emotional and financial responsibilities often grow over time.

As a financial advisor, I help caregivers navigate the financial side—planning for care costs, organizing resources and easing some of the burden—so they can focus on caring for the person they love.