Edward Jones - Financial Advisor: Casey Torrey, ChFc

Edward Jones - Financial Advisor: Casey Torrey, ChFc Financial Advisor

Partnering with families to achieve their personal financial goals such as...
Investments | Retirement Planning| Life Insurance | Education Savings | Long Term Care

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As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an ac...
06/01/2026

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an accelerating AI investment and robust corporate profit growth, reinforcing the constructive case for equities. However, elevated inflation may keep rate cuts off the table and limit near-term progress in bond markets.

Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/3PNIEJN

A 529 plan can help you do more than save for college. New laws have expanded the potential qualified uses of 529 plans,...
05/31/2026

A 529 plan can help you do more than save for college. New laws have expanded the potential qualified uses of 529 plans, including paying for elementary and secondary school tuition and paying off student loans. Here's what you can do with a 529 plan.

Saving money for college

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain thei...
05/26/2026

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain their recent momentum. Senior Global Investment Strategist Angelo Kourkafas provides insights into why yields are rising, why today’s inflation backdrop differs from 2022, and what higher rates may mean for portfolios in the latest Weekly Market Wrap.

https://bit.ly/4nR80CR

A gift to a 529 plan can be a valuable way to help your friends or family members fund future educational opportunities ...
05/19/2026

A gift to a 529 plan can be a valuable way to help your friends or family members fund future educational opportunities — anytime of the year. The best part is that anyone can contribute to the account, including grandparents, family friends, parents and others.

Learn about the many benefits of gifting 529 education savings funds and the many ways those funds can be used.www.edwardjones.com/us-en

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment ...
05/18/2026

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment Strategist Mona Mahajan explains why fundamentals and staying invested still matter more than seasonality in our Weekly Market Wrap.

https://bit.ly/4wDGr3U

Don't just go off instinct when thinking about saving for college. Take our short lesson to discover options like 529 pl...
05/15/2026

Don't just go off instinct when thinking about saving for college. Take our short lesson to discover options like 529 plans and make a more informed decision

Learn about the process, benefits, risks, and tax implications of using a 529 plan to save for college. From Edward Jones and EVERFI

A 529 plan is a great option for saving for your child’s education—but it’s not your only option. There are many ways to...
05/13/2026

A 529 plan is a great option for saving for your child’s education—but it’s not your only option. There are many ways to pay for college that should be considered as part of an overall college savings plan.

From 529s to bonds, etc.

Way to go, Genevieve!!! You’re officially a lawyer!!! 🎓⚖️This accomplishment belongs completely to her — the result of y...
05/12/2026

Way to go, Genevieve!!! You’re officially a lawyer!!! 🎓⚖️

This accomplishment belongs completely to her — the result of years of hard work, determination, and perseverance. But as a mom, there’s something incredibly special about watching your child grow into someone who accomplishes their dreams.

One of the greatest goals of family is helping the next generation go further, dream bigger, and succeed in their own way. Watching Genevieve become the amazing woman she is today has been one of the greatest joys of my life. ❤️

School is in session! Schedule an appointment so we can discuss your family’s education goals and map out a path to help...
05/11/2026

School is in session! Schedule an appointment so we can discuss your family’s education goals and map out a path to help you get there.

Learn about saving for education with investment accounts like 529 Plans: https://bit.ly/48SI17Y

Despite ongoing geopolitical noise, markets have increasingly refocused on underlying fundamentals. Strong corporate ear...
05/11/2026

Despite ongoing geopolitical noise, markets have increasingly refocused on underlying fundamentals. Strong corporate earnings, a resilient economy and solid labor market data have helped drive equities to new record highs.

Senior Economist James McCann outlines three key trends to watch in the latest Weekly Market Wrap.

https://bit.ly/4d2A1Ur

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