The Sutherlin Group

06/24/2026

Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents can help you determine how to address your unique needs. Here's what you should know.

A comprehensive estate plan involves multiple documents, but two key ones include a will and a living trust. It’s important to understand how these documents differ.www.edwardjones.com/us-en

06/24/2026

Even though 32% of Americans experience are financially stressed and money is a constant source of pressure, 73% are using the internet as a source of financial advice, and largely managing their finances alone. This is where a financial advisor can make a difference. Research shows that financially fulfilled adults are 4.3x more likely to work with a financial advisor compared to financially stressed adults.

If financial stress is something you’re dealing with on your own, you don’t have to. Let’s talk through where you are and where you want to go.

Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

06/24/2026

Caregiving touches every part of life, including finances.

For families supporting someone with Alzheimer’s or dementia, the emotional and financial responsibilities often grow over time.

As a financial advisor, I help caregivers navigate the financial side—planning for care costs, organizing resources and easing some of the burden—so they can focus on caring for the person they love.

06/23/2026

Interested in growing your practice?

Experience Edward Jones firsthand and discover how to take your business to the next level.

Join us July 29-31 for our exclusive Due Diligence Event at the Ritz-Carlton, St. Louis.

Register: https://bit.ly/44oCQKb

06/22/2026

After months of expected interest rate cuts, the Federal Reserve is shifting its focus back to managing inflation. This "higher-for-longer" interest rate environment may present compelling opportunities in short-term fixed income, while equities can continue to be supported by strong and broadening earnings growth. Brian Therien, Investment Strategist, explains what this could mean for investors in our Weekly Market Wrap.

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06/22/2026

Edward Jones is proud to be the National Presenting Sponsor for the Walk to End Alzheimer's. Participating in this event is a huge privilege for us, and we'd love for you to join our walk team! Find out more at alz.org/edwardjones or by contacting our office to sign up.

Contributing to a cause and participating in or volunteering for a charity or charitable event is a personal decision and completely voluntary.

The Walk to End Alzheimer's is the world's largest event to fight Alzheimer's. Join now and help raise awareness and funds for care, support and research.

06/21/2026

Saving for two sizeable financial goals, such as retirement and your child’s education, can be overwhelming. But you don’t have to choose one or the other. Here are some considerations to help you strike the right balance.

Your financial advisor can help you balance your savings strategy to achieve both goals.

06/20/2026

If you own a business with no employees and are maxing out an owner-only 401(k), there may be even more ways to save for retirement.

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06/19/2026

Today we honor Juneteenth, the day marking the end of slavery in the United States. May we reflect on this important day in American history and continue to work toward an equitable future for all.

06/18/2026

Not only can your HSA help enhance your health care savings, but it can function as a powerful tool for your retirement strategy. Here are five common myths about this unique account.

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