Edward Jones - Financial Advisor: Caitlin Davis

Edward Jones - Financial Advisor: Caitlin Davis Edward Jones is a financial - services firm dedicated to serving the needs of individual investors.

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All this talk of 529s, but what happens if your brilliant child doesn't use all the saved 529 funds by the end of their ...
06/03/2026

All this talk of 529s, but what happens if your brilliant child doesn't use all the saved 529 funds by the end of their educational journey? If there are unused assets left in the account, the funds may be withdrawn (with a penalty and subject to taxes), converted into a Roth IRA (subject to certain criteria and limits), or a new beneficiary can be designated. Give me a call if you want to know more about these options.

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/4egfTP5

So you have a 529 and your child (sniff) is going off to college. What can you use these funds you have been saving to p...
05/27/2026

So you have a 529 and your child (sniff) is going off to college. What can you use these funds you have been saving to pay for? Here is a common list of qualified expenses:

• Tuition
• Room and Board for students enrolled at least half-time
• School supplies, books, internet access, computers and fees

Next week we will talk about what you can do with any unused assets in a 529.

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/3Rviwnn

We are talking about 529 Education Savings Plans in this season of graduations and celebrations....and taxes. Last week ...
05/20/2026

We are talking about 529 Education Savings Plans in this season of graduations and celebrations....and taxes. Last week I covered some potential tax benefits of 529s and here is one more....
you can also use up to $10,000 (per student) to pay down student loan debt. Otherwise, any withdrawals for other uses that are not considered qualified may be subject to federal taxes and a 10% penalty.

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/3PpNooK

Graduation season....Let's talk about 529 Education Savings PlansA 529 Education Savings plan can be an effective strate...
05/13/2026

Graduation season....Let's talk about 529 Education Savings Plans
A 529 Education Savings plan can be an effective strategy to fund education.
Assets can grow tax-deferred, and distributions may be tax free if used for eligible education expenses.
Let's spend a few weeks exploring the ins and outs of 529s.
With tax season fresh on our minds let's start there. There are potential tax benefits to these plans:
• Some state plans may be eligible for a state income tax incentive.
• Earnings accumulate tax free.
• Distributions for qualified higher education expenses and up to $10,000 per year per beneficiary for elementary and secondary school tuition expenses are free from federal taxes.

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/4eG9Nbx

Donor Advised Funds allow for more control of how your donations are used. Donors can advise how the money is invested, ...
05/06/2026

Donor Advised Funds allow for more control of how your donations are used. Donors can advise how the money is invested, when the funds are granted, and which charities receive grants. Since the money is invested you have the potential to grow your charitable impact over time. Interested in hearing more? Give me a call.

Markets are pushing higher despite geopolitical and energy uncertainty. So what’s driving the momentum?Senior Global Inv...
05/04/2026

Markets are pushing higher despite geopolitical and energy uncertainty. So what’s driving the momentum?

Senior Global Investment Strategist Angelo Kourkafas breaks down how strong corporate earnings, continued AI investment and a resilient consumer and economy are supporting markets in the latest Weekly Market Wrap.

https://bit.ly/4n70PGz

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Salem, OR
97304

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