Edward Jones - Financial Advisor: James Mekovetz

10/09/2026

I've completed the education to obtain the CERTIFIED FINANCIAL PLANNER® or CFP® certification.

Highlights include:
• Financial management, tax-sensitive investment strategies, estate considerations and retirement savings
• Insurance planning and education planning

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Our financial advisors hold industry-leading credentials.

10/07/2026

As retirement approaches, you may be reviewing your estate plan and asset titling. If you have assets owned as Joint Tenants with Right of Survivorship, you may not be aware of the risks. Connect with me to discuss if this is the best strategy for your current situation and your beneficiaries when you’re gone.

Joint titling financial accounts can introduce risks. Discover the benefits and trade-offs of joint ownership and how it impacts your estate planning.

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/3VrkMy1

10/02/2026

Affected by corporate restructuring or a layoff? If so, you may have questions about how this change affects your 401(k) and restricted stock. I can help you navigate vested and unvested company stock, while also exploring a confident financial path. Let's connect.

09/30/2026

Whether you’re evaluating shifting roles or exploring a different path, your financial strategy should evolve with you. I’m here to help you see the full picture, from compensation and benefits to long-term planning. Together, we can build a plan that helps you feel confident about your future.

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/4yTY7sC

09/25/2026

Market volatility doesn’t just impact investments — it can shape careers and income too.

As job competition increases, building in-demand skills like analytical thinking, adaptability and communication can play a key role in supporting long-term earning potential. Stronger income can mean more opportunities to save, invest and stay on track toward your goals.

If you’re thinking about your financial future, your career strategy matters more than ever.

Discover five essential skills, from AI literacy to emotional intelligence, that can help you stand out in today's job market and boost your earning power.

09/23/2026

When I talk with clients about retirement, the conversation goes beyond numbers pretty quickly. Yes, we plan for income, savings and longevity — but we also talk about what your days will look like, who you’ll spend time with and what will give you a sense of purpose.

If you’re thinking about retirement, let’s make sure you’re prepared for both sides of the equation.

Retirement is more than a financial milestone. It is a psychological transition. Learn how to design the next phase of your life with purpose.

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/4cZlI2F

09/18/2026

I do more than help you invest — I help you plan. I offer fiduciary, comprehensive financial planning with actionable guidance for your goals, cash flow and legacy. See if it’s right for you.

Discover the power of planning: https://bit.ly/3VlKzaG