Edward Jones - Financial Advisor: Susan Butler

Edward Jones - Financial Advisor: Susan Butler I am committed to understanding you and what's important to you. I will use an established process

Through a partnership, I hope to develop a mutual relationship focused on your goals. We will use an established process to build personalized strategies to help you reach them. We can plan for your children and even your grandchildren's education. We will plan for your future retirement and anything unexpected that may come. We will focus on Estate considerations & inheritance all based on your timeline and expectations. We will partner throughout your life to keep you on track.

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10/08/2026

Sometimes I think the hardest decisions aren’t between something important and something that doesn’t matter. They’re between two things that both matter.

Helping someone you love. Saving for the future. Taking care of something today. Working toward something you’ve wanted for years.

It would be easier if one choice were obviously wrong. But usually life isn’t that tidy.

Sometimes the real question is: when I can’t do everything at once, what matters most right now?

Your business represents years of hard work and dedication. I can help you think through succession, transition planning...
10/07/2026

Your business represents years of hard work and dedication. I can help you think through succession, transition planning and strategies to help support your long-term goals. Send me a message to schedule a meeting.

10/07/2026

Everything can’t be the priority.

But sometimes life doesn’t seem to get that message.

Work. Family. People we love. Goals we’re working toward. Responsibilities we can’t simply set aside. Then add headlines, markets and all the opinions about what we should be doing next.

When everything feels important, how do you know you’re making the right money decisions for you?

That’s what I’ve been thinking about in this month’s A Monthly Note from Susan.

Making Room for What Matters

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/3TLZhaH

Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a str...
10/05/2026

Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a strategy around your legacy goals. Send me a message, and let’s find time to connect.

I can help you explore strategies for managing equity compensation, diversification and long-term wealth planning. Let’s...
10/02/2026

I can help you explore strategies for managing equity compensation, diversification and long-term wealth planning. Let’s talk about your options.

Selling or transitioning a business can take years of planning — but you don't have to do it alone. Let's find time to d...
09/30/2026

Selling or transitioning a business can take years of planning — but you don't have to do it alone. Let's find time to discuss how my team can help.

09/29/2026

I’ve been thinking this month about the difference between certainty and confidence. We can’t know exactly what the markets will do next. We can’t predict every change in the economy. And we certainly can’t control every unexpected turn life might take. So maybe confidence doesn’t come from knowing what’s going to happen.

Maybe it comes from knowing what matters to you, understanding the things you can control, and having a plan for moving forward even when you don’t have all the answers. I’d rather have that kind of confidence than spend my time trying to predict what happens next.

09/29/2026

At the beginning of the month, I was thinking about how difficult it can be when everything feels important.

Maybe the answer isn’t figuring out how to make everything a priority. Maybe it’s getting clearer about what matters enough to guide the decisions we make when we can’t do everything at once. That won’t make every decision easy. But it can give us somewhere to start.

And sometimes the next right decision is enough.

Let what matters most guide your next financial decision.

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/4ypU4EG

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