Edward Jones - Suzanne G. Barham

10/16/2026

A solid financial game plan should reflect who you are, not just what’s in your account. That’s why we’re proud to support the traditions and teams that matter to you. As the Official Wealth Management Partner of Duke® Basketball, Edward Jones financial advisors are invested in what makes you, you.

Duke® Basketball is not a current Edward Jones client. They have been compensated for this endorsement. See details at edwardJones.com/sports?utm_term=938949&utm_source=facebook&utm_medium=social_media&utm_content=3335811&c3nid=938949_facebook_3335811&c3ch=BranchSocialMedia&EID=MDAwMDAwMTc1MjEzNQ%3D%3D.

10/14/2026

I enjoyed reading this recent Kiplinger article featuring our Head of Wealth Management and Field Management, David Chubak. One point that stood out to me is how many families are balancing long-term goals with desire to support loved ones today.

It’s something that often comes up in conversations with clients, whether it’s helping adult children with housing expenses, student debt or other financial challenges. As David notes, "The reality is we live in an age of financial uncertainty and anxiety like no other." Having open conversations and a thoughtful plan can help families navigate those decisions with greater confidence.

Read the article here: https://bit.ly/4hMtvDK

What financial lesson or value do you hope to pass along to the next generation?

Passing down the wealth you've built over a lifetime, with wisdom and grace, is good. Passing on your values along with the money? Even better.

10/12/2026

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previous ones, and does it still have room to run?

Angelo Kourkafas, Senior Global Investment Strategist, shares his perspective on what's helping sustain this bull market and what investors should watch next in the latest Weekly Market Wrap: https://bit.ly/4B17YPd

10/12/2026

Edward Jones is now the Official Private Wealth Management Partner of McLaren Racing. Together, we believe that performance is the result of preparation, strategy and working with a team you trust. Ready to start working on your road map for the future? Call my office today.

McLaren Racing Limited is not a current client of Edward Jones. McLaren was compensated for this endorsement. For more information, visit edwardjones.com/racing?utm_term=938949&utm_source=facebook&utm_medium=social_media&utm_content=3339673&c3nid=938949_facebook_3339673&c3ch=BranchSocialMedia&EID=MDAwMDAwMTc1MjEzNQ%3D%3D.

10/09/2026

Last week, David Clunie joined Great Day Washington to discuss Edward Jones' strategic alliance with the Alzheimer's Association ® and the importance of supporting families affected by Alzheimer's and other dementias. The conversation highlighted the growing impact of the disease, available resources for caregivers and families, and opportunities to get involved in the fight against Alzheimer's.

Watch the full interview here: https://bit.ly/4AX4tJn

Learn more about Edward Jones' commitment to the Alzheimer's Association and the Walk to End Alzheimer's, including ways you can support this important cause, on our Walk to End Alzheimer's page.

Sponsored by: Edward Jones. David Clunie, Head of Community Impact & President of Edward Jones Foundation shares how they support the fight against Alzheimer's.

10/07/2026

Do you know about income-related monthly adjustment amount (IRMAA) thresholds? The surcharges on your Medicare premiums could come as a surprise and be significant. Connect with me to discuss strategies to avoid exceeding the next income threshold, which could trigger an extra charge.

4 times IRMAA could have you overpaying for Medicare

10/05/2026

The first $100,000 is often the hardest milestone to reach — and the most rewarding.

Early on, progress can feel slow, especially when you're balancing family, work and other financial priorities. But once your portfolio grows, investment returns can begin doing more of the heavy lifting.

If you're working toward your first $100,000, stay focused on the habits that matter most: investing consistently, staying diversified and remaining committed through market ups and downs. Those habits can make all the difference over time.

Your first $100,000: why it matters most

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/47ldSgB

10/02/2026

What would happen if you had to retire sooner than expected?

Many people focus on their target retirement date but spend less time preparing for the possibility of an earlier exit due to a job loss, health issue or family caregiving needs.

If you'd like to explore how your retirement strategy would hold up under an unexpected scenario, let's talk. Planning for the "what-ifs" today can help reduce stress tomorrow.

Concerned about a forced retirement? 4 tips to prepare

10/01/2026

AI-powered scams are becoming increasingly sophisticated, making it harder to distinguish legitimate requests from fraud. Understanding common tactics can help you better protect yourself and your financial accounts.

Take a look at these five emerging scam types and practical steps you can take to stay vigilant.

5 AI-powered financial scams that are hard to spot