Edward Jones-Financial Advisor: Brent Tatum

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This is the Blue Whale of Catoosa, which is on Route 66 in Oklahoma and has a heart warming love story behind it. I was ...
10/29/2026

This is the Blue Whale of Catoosa, which is on Route 66 in Oklahoma and has a heart warming love story behind it. I was able to see this on my trip in Tulsa, OK to see clients. Today, I'm thankful for my specific way of serving clients that has led to these opportunities.

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing quest...
10/26/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/4irKtqa


A summary of last week's market highlights and economic news.

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-ori...
10/19/2026

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-oriented and more defensive sectors amid concerns about rates, debt levels and growth expectations.

Mona Mahajan, Head of Investment Strategy, shares her perspective on what's driving the recent market rotation, why the broader fundamental backdrop remains constructive, and what it could mean for investors in the latest Weekly Market Wrap: https://bit.ly/3VPS2iI

Found this in my lunch box Friday last week. It's from my youngest daughter, Sadie. After school got out for the day, ou...
10/15/2026

Found this in my lunch box Friday last week. It's from my youngest daughter, Sadie. After school got out for the day, our family was heading to NC for a Renaissance Fair on Saturday. Talk about making my day. It meant the world to me for her to take the time to write that and she's just looking forward to spending time with me. I was stressing that day about being able to get my work done in the office so I could leave slightly early. This note meant more to me than she'll ever know. We wonder so many times as parents how we're doing.

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previo...
10/12/2026

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previous ones, and does it still have room to run?

Angelo Kourkafas, Senior Global Investment Strategist, shares his perspective on what's helping sustain this bull market and what investors should watch next in the latest Weekly Market Wrap: https://bit.ly/4rYvU1D

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consum...
10/05/2026

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consumer spending and growing corporate profits point to an economy that remains on solid footing.

Investment Analyst Brock Weimer shares insights from market history, exploring how stocks have performed following sharp increases in bond yields and what those trends may signal for investors in the latest Weekly Market Wrap: https://bit.ly/4j5VijC

This picture is at a Shriners Car Show last Saturday.  I was able to enter a car along with my neighbor.  A few years ba...
10/01/2026

This picture is at a Shriners Car Show last Saturday. I was able to enter a car along with my neighbor. A few years back, one of the ways I grew my business was the old fashion going up to peoples houses and knocking on their door. It was tough and would be crazy to tell you I enjoyed it. However, I met some of my best clients that way and made friendships that wouldn't have happened any other way. This picture would have never happened if I didn't knock on doors. They have now become our friends and unofficial grandparents for both our girls. We have them over for dinner, go to events together, and him and I have a love for classic cars. Today I'm thankful for having the nerves to knock on doors.

Bond yields recently climbed to their highest levels in decades as investors weighed sticky inflation, booming AI invest...
09/28/2026

Bond yields recently climbed to their highest levels in decades as investors weighed sticky inflation, booming AI investment and robust economic growth. In this evolving environment, higher interest rates are creating new opportunities in fixed income while shifting market leadership across equities.

Senior Economist James McCann shares his perspective on how investors can navigate today's higher-rate environment in the latest Weekly Market Wrap: https://bit.ly/4hqz2hH

The Fed raised interest rates for the first time in three years, as widely expected. While the announcement prompted an ...
09/22/2026

The Fed raised interest rates for the first time in three years, as widely expected. While the announcement prompted an initial market reaction, resilient economic growth, strong corporate earnings and continued consumer spending could help support equities, even if interest rates move somewhat higher. Meanwhile, higher short-term bond yields may create new opportunities for investors seeking income.

Brian Therien, Investment Strategist, shares his perspective on what a more hawkish Fed policy could mean for investors in the latest Weekly Market Wrap: https://bit.ly/4hoGvhq

Planning isn’t a luxury. It’s a necessity.As a financial advisor with the CERTIFIED FINANCIAL PLANNER®️ certification, I...
09/18/2026

Planning isn’t a luxury. It’s a necessity.

As a financial advisor with the CERTIFIED FINANCIAL PLANNER®️ certification, I see firsthand how growing complexity, shifting retirement expectations and generational wealth changes are driving the need for more thoughtful planning. The best time to start isn’t just at major milestones, it’s in the moments in between.

If you’ve been thinking about what’s next, now is a great time to start the conversation.

CFP Board owns the marks CFP®️, CERTIFIED FINANCIAL PLANNER®️ and CFP®️ (with plaque design) in the U.S.

Address

1520 Old Trolley Road STE 100
Summerville, SC
29485

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30am
Friday 8:30am - 4:30pm

Telephone

+18438713655

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