Edward Jones - Financial Advisor: Loy Adkins

Edward Jones - Financial Advisor: Loy Adkins I am committed to delivering an exceptional experience for every client I work with.

My goal is for each client to feel that I have listened to their needs, demonstrated genuine care, and developed a plan to help them achieve their financial goals.

Risks are unavoidable, but you can plan for them. Your retirement strategy should incorporate expectations for risk, and...
02/27/2026

Risks are unavoidable, but you can plan for them. Your retirement strategy should incorporate expectations for risk, and in some cases, it may make sense to insure against them.

Retirement risks

If you’re among the tax filers receiving a refund this year, how can you make the most of it? Here are four tips to help...
02/25/2026

If you’re among the tax filers receiving a refund this year, how can you make the most of it? Here are four tips to help get you started.

If you receive a tax refund this year, you can make it work for you — helping build more financial stability and helping you create a more secure future.www.edwardjones.com/us-en

Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents ca...
02/23/2026

Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents can help you determine how to address your unique needs. Here's what you should know.

A comprehensive estate plan involves multiple documents, but two key ones include a will and a living trust. It’s important to understand how these documents differ.www.edwardjones.com/us-en

Annuities were designed to help you save for retirement.
02/20/2026

Annuities were designed to help you save for retirement.

Let's talk through the details

Don't put off your estate planning. An estate plan can help preserve the value of your assets, protect your privacy and ...
02/18/2026

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

Could AI investing be in your future?
02/16/2026

Could AI investing be in your future?

Understand the opportunity for investing in AI.www.edwardjones.com/us-en

02/13/2026

I understand how overwhelming it can feel in the wake of a job loss. Review these adjustments to your financial strategy that could help. I'm also happy to discuss how you may be able to prioritize your budget as you seek your next career opportunity.

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02/11/2026

If you own a business with no employees and are maxing out an owner-only 401(k), there may be even more ways to save for retirement.

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While 401(k)s often include a match from your employer, individual retirement accounts (IRAs) may allow you more flexibi...
02/06/2026

While 401(k)s often include a match from your employer, individual retirement accounts (IRAs) may allow you more flexibility in your investment choices.

Benefits to having both

Have you reviewed your estate plan lately? Taking steps today may help reduce the amount of taxes you or your heirs may ...
02/04/2026

Have you reviewed your estate plan lately? Taking steps today may help reduce the amount of taxes you or your heirs may pay later.

Taking steps today may help reduce the amount of taxes you or your heirs may pay later.

Annuities can help you plan for retirement – but what are they exactly? In this article, we go in-depth on annuities and...
02/02/2026

Annuities can help you plan for retirement – but what are they exactly? In this article, we go in-depth on annuities and how they could be a useful tool in your retirement planning toolkit.

Let's talk through the details

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Raleigh, NC
27612

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