Edward Jones - Financial Advisor: Lana Sullivan

Edward Jones - Financial Advisor: Lana Sullivan /*********/
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Financial fulfillment begins with understanding your full picture. When your everyday money and long‑term goals are view...
06/09/2026

Financial fulfillment begins with understanding your full picture. When your everyday money and long‑term goals are viewed side by side, it can bring greater clarity. That perspective can make it easier to decide what comes next — on your own terms.

All your finances viewed in one place with Edward Jones®️ Everyday Solutions Checking and Credit Cards powered by U.S. Bank®️.

Learn more: https://bit.ly/4g8jW1g

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driv...
06/08/2026

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driven inflation have meaningfully shifted the outlook toward potential policy tightening — creating a more complex backdrop for equities and fixed income alike. Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4ugCeAR

It’s National Donut Day! This sweet tradition dates back to 1938 in honor of the “Donut Lassies” -the courageous female ...
06/05/2026

It’s National Donut Day! This sweet tradition dates back to 1938 in honor of the “Donut Lassies” -the courageous female volunteers who served freshly fried donuts to American soldiers on the front lines of World War 1.

Emotions and investing usually don’t mix well. Fear, excitement and panic often push investors to buy high, sell low or ...
06/02/2026

Emotions and investing usually don’t mix well. Fear, excitement and panic often push investors to buy high, sell low or abandon their strategy altogether.

Before reacting to the latest headline, pause and reconnect with your long term goals. Your retirement, your family’s future and your legacy may depend on it.

Too often, our emotions can be a barrier to our investment success. In these situations, it’s important to take a timeout and remember why you’re investing.

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/4vfaA8i

We will bid farewell to May this weekend and welcome June on Monday! Say goodbye to spring showers as we step into the s...
05/29/2026

We will bid farewell to May this weekend and welcome June on Monday! Say goodbye to spring showers as we step into the sunny, vibrant vibes of Summer.

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...
05/26/2026

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.

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/3PKwbpZ

Graduation isn’t the end of a tough journey: it is the beginning of a beautiful one! Go confidently in the direction of ...
05/22/2026

Graduation isn’t the end of a tough journey: it is the beginning of a beautiful one! Go confidently in the direction of your dreams. Congratulations!

Are you on track to achieve your retirement goals? This retirement calculator gives you an idea of what you’ll need to r...
05/19/2026

Are you on track to achieve your retirement goals? This retirement calculator gives you an idea of what you’ll need to retire based on your age, current savings and desired age of retirement. Find out if you’re on your way to your dream retirement.

Let’s talk about your savings

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