Edward Jones-Financial Advisor: Colleen J. Mitchell

06/08/2026

We are excited to announce that Colleen Mitchell and Cameron Mitchell have both earned the Certified Exit Planning Advisor (CEPA®️) designation through the Exit Planning Institute.

At Edward Jones | Mitchell Wealth Management, we are continually striving to better serve business owners and their families. We understand that a significant portion of a business owner’s wealth is often tied to their company, and the transition out of that business is one of the most critical and personal planning events they will ever face.

The topics studied for the CEPA®️ designation equipped us to help business owners prepare for a successful exit by addressing business readiness, strengthening personal financial strategies, and aligning them with individual goals.

We look forward to continuing to partner with business owners and their trusted advisors to provide thoughtful, comprehensive guidance every step of the way.

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/4ets6QG

06/05/2026

A proud moment for Mitchell Wealth Management! Colleen represented the team at this year’s invitation-only Momentum Conference in Dallas—an event recognizing top-performing advisors and a strong commitment to delivering an exceptional client experience.

Time spent at conferences like this is incredibly valuable—offering the opportunity to connect with senior leaders, collaborate with other high-performing advisors, and bring back new ideas, strategies, and insights that directly benefit the clients we serve.

Colleen also joined the Creating a Destination Practice mainstage panel, where she shared how intentional focus on client relationships, service, and long-term planning has helped drive the firm’s continued growth.

A great opportunity to learn, share, and continue raising the bar for our clients.

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/4uapn3h

05/29/2026

It’s 5/29 or 529 Education Savings Day. Take this as your cue to learn more about your options to save for your children’s, family members’ or even your own future education. But you don’t have to go on this education finance journey alone — contact me with any questions. Together, we can craft a strategy to help you meet your goals.

Learn more here: https://bit.ly/3RC1jbX

05/27/2026

Saving for education isn’t one-size-fits-all. From 529 plans to other flexible strategies, there are several ways to help prepare for future education costs — and the right choice depends on your goals.

Learn how different savings approaches can work together: https://bit.ly/42ZOcnu

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/4nRiXEv

05/25/2026

This Memorial Day, we honor the men and women who laid down their lives in service to our country.

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/3RMRA2s

05/15/2026

Your retirement strategy may be more vulnerable than you realize, no matter your life stage. Learn how to prepare for unexpected expenses, market volatility and long‑term risks.

Did you know your retirement strategy could be at risk regardless of your life stage? In fact, many of the risks you face earlier in life don’t go away — they change or new ones surface.www.edwardjones.com/us-en