Edward Jones - Financial Advisor: Dalton Potts

09/01/2026

The news is out! Edward Jones has been ranked No. 1 by JD Power for Client Satisfaction among Advised Investors. We couldn’t be happier because clients are everything to us. And no two are alike! We enjoy getting to know each one personally so we can provide trusted, tailored advice and wealth management solutions. Reach out if you’d like to get started.

Legal Disclosure: JD Power 2026 U.S. Full Service Investor Satisfaction Study among Wealth Management Firms for Advised Investor Satisfaction, published March 2026, data as of January 2026. Compensation provided for using, not obtaining, the ranking. For JD Power 2026 award information, visit jdpower.com/awards.

08/31/2026

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided greater clarity on the Fed's inflation-fighting priorities. Despite seasonal headwinds, the fundamental backdrop for equities remains constructive.

Angelo Kourkafas, Sr. Global Investment Strategist, discusses the latest developments in AI, Fed policy, and markets in this week's Weekly Market Wrap.



https://bit.ly/4qP3bvF

08/27/2026

Success in sports and entertainment often starts with the right team behind the scenes.

As a financial advisor with the Sports & Entertainment Accredited Wealth Management Advisor℠ designation, I've completed additional training to better understand the opportunities and financial complexities often associated with careers in sports and entertainment.

From managing fluctuating income to planning for long-term financial security, having a thoughtful strategy can make all the difference.

If you're looking for a financial professional who understands the unique dynamics of your industry, let’s talk.

08/24/2026

Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withstand elevated rates. Despite the potential for seasonal volatility, resilient economic activity and strong corporate earnings support a constructive backdrop for equities.

Investment Strategist Brock Weimer explains what’s behind the move higher in long-term yields in the latest Weekly Market Wrap.



https://bit.ly/3UxmKwc

08/20/2026

Stay connected to your financial advisor and goals, all in one secure location.

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08/17/2026

Inflation has trended lower, supporting the case for the Federal Reserve to keep policy rates steady. While the path back to the Fed's inflation target may not be perfectly smooth, strong earnings, healthy economic growth and resilient consumer spending continue to help support market strength.

Portfolio Strategist Tom Larm shares his perspective on the forces influencing markets and what it could mean for investors in the latest Weekly Market Wrap.

https://bit.ly/4ghhi7U

08/13/2026

New job? What should you do with your 401(k)? Here are four potential options for your 401(k) when leaving an employer.

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

08/10/2026

The S&P 500 reached new highs as several key market headwinds began to ease. While record levels can make investors hesitant, history suggests that all-time highs have often been followed by continued gains, with long-term returns comparable to, or even better than, investing on a typical trading day.*

Angelo Kourkafas, Sr. Global Investment Strategist, shares his perspective on the forces driving markets higher and the implications for investors in the latest Weekly Market Wrap.



https://bit.ly/45R3AUn

*Past performance does not guarantee future results.

08/06/2026

Congratulations to our July Ambassador of the Month, Dalton Potts!

Professionally, Dalton serves as a Certified Financial Planner™ with Edward Jones, where he helps individuals and small businesses build, manage, protect, and transfer wealth. His passion for helping people make confident financial decisions is matched by his commitment to serving the Spring Hill community.

As both a Spring Hill Chamber Ambassador and Board Member, Dalton is dedicated to strengthening relationships, supporting local businesses, and helping create a thriving business community.

A few things you may not know about Dalton:

🏓 He's a big pickleball fan and enjoys getting out on the court whenever he can.

⚾ He loves coaching his son's baseball team.

⛳ When he's not working or volunteering, you'll often find him on the golf course or at the gym.

📚 One of his favorite books is Atomic Habits, a fitting choice for someone who believes that small, consistent actions lead to long-term success.

Thank you, Dalton, for your servant's heart, your leadership, and the many ways you invest in our Chamber and community.

We're proud to recognize you as our Ambassador of the Month!

08/04/2026

With financial fraud on the rise, staying vigilant is more important than ever. Edward Jones continues to work behind the scenes to help safeguard client information—and now, through our relationship with Carefull, we’re offering an additional layer of support.

Carefull helps monitor accounts, track unusual activity, and alert you to potential issues early, making it easier for you and your family to feel more confident in your financial security. And it’s available at no cost to Edward Jones clients in the United States.

If you’d like to learn more, feel free to reach out or visit edwardjones.com/Carefull?utm_term=949881&utm_source=facebook&utm_medium=social_media&utm_content=3275190&c3nid=949881_facebook_3275190&c3ch=BranchSocialMedia&EID=MDAwMDAwMTc4MjM1Nw%3D%3D.