Brad Gallant Edward Jones - Financial Advisor, Financial Planner

07/18/2026

After a strong rally earlier this year, we are seeing a pullback in U.S. AI-related areas, like semiconductors, while cyclical and defensive sectors are leading more recently.

How did the markets perform this week? Get the highlights and the latest economic news.

07/17/2026

RECESSIONS!!.....

Every recession feels different when you're living through it.

I remember speaking with people a few years ago who were convinced the world was changing forever.

Markets were falling. Headlines were everywhere. People were glued to the news.

The conversations weren't really about investments.

They were about fear.

Fear of making the wrong decision. Fear of losing progress. Fear of not being prepared.

And that's what I've learned over the years:

Most people don't struggle during uncertain times because of the economy itself.

They struggle because they don't know how their plan holds up if things get worse.

A recession might happen. It might not.

Markets may continue to experience volatility. They may not.

Nobody knows for certain.

What matters is whether you've taken the time to ask:

• How secure is my cash flow?
• Do I have an emergency reserve?
• What are my biggest financial risks?
• Does my investment strategy reflect my actual goals?
• What would I do if the next few years look different than expected?

The people who tend to weather storms best aren't the ones who predict them.

They're the ones who prepare for them.

If recent headlines, economic uncertainty, or market volatility have you wondering how your own plan would hold up, I'd be happy to have a conversation.

How are you feeling about the economy right now: optimistic, concerned, or somewhere in between?

07/16/2026

For many people, saving for retirement is a given. But strategically planning for it is a different story.

This starts with imagining what your retirement might look like.

🏡 Will you stay in your current home or downsize?

✈️ Will travel be a priority?

🎯 What hobbies, activities or experiences matter most to you?

Your future lifestyle will have a significant impact on your future spending needs.

The goal isn't to predict every expense perfectly. It's to develop a realistic vision of the retirement you want and begin planning accordingly.

Want help fine-tuning your retirement wealth strategy? Please get in touch and let’s review your plan together.

07/15/2026

Recessions don't worry people nearly as much as uncertainty does.

Most people can handle difficult environments.

What they struggle with is not knowing whether they're prepared for one.

If that's something you've been thinking about lately, let's talk.

I've noticed more people talking about the same things lately:

➡️ Higher costs.

➡️Concerns about a potential recession.

➡️Questions about government spending, interest rates, and market volatility.

And perhaps the biggest question of all:

➡️"Am I prepared if things get worse?"

The truth is, none of us know exactly what the next 6, 12, or 24 months will look like.

What we can do is make sure we have a plan.

A strong plan isn't built for perfect conditions.

It's built to help you navigate uncertainty.

That means understanding:

➡️Your cash flow and spending

➡️Your emergency reserves

➡️Your debt obligations

➡️Your retirement goals

➡️Your investment strategy and risk exposure

➡️How your overall financial picture fits together



The people who tend to feel the most confident during uncertain times aren't the ones trying to predict the future.

They're the ones who have taken the time to prepare for multiple outcomes.

If recent headlines, market volatility, or economic concerns have you wondering how your own situation would hold up, I'd be happy to sit down and have a conversation.


👉 Reach out if you'd like to take a fresh look at your financial plan and discuss how it may hold up.

06/08/2026

Market Fear & Perspective!

Market headlines feel louder right now.

Every day it’s something new volatility, uncertainty, global tension, rising costs.

And naturally, it starts to raise a question for a lot of people:
“What should I be doing right now?”

But here’s what I’ve noticed.
Most of the stress doesn’t come from what’s happening in the market it comes from not knowing how it connects to your own situation.

Because when your financial life isn’t clearly structured,
it’s easy to let headlines drive how you feel… and sometimes how you react.

That’s where people get pulled off track.

A strong plan isn’t built around what’s on TV today.
It’s built around:
✔️Your goals
✔️Your timeline
✔️Your ability to handle change
✔️ And how everything fits together

When that’s clear, the noise doesn’t disappear but it matters less.

If recent headlines have you thinking more about your situation,
or wondering how everything holds up in a market like this…

👉 Reach out — ➡️I’d be happy to sit down and walk through it with you.

06/05/2026

Family is EVERYTHING...

It’s easy to get caught up in work, goals, and everything we’re trying to build.

But when you really step back, it becomes pretty simple.

My family is the MOST important part of my life.

They’re behind every long day, every early start, every decision to keep going when things get busy.

Not just so I can build something but so I can be there.

For the big moments.
For the small ones.
For all of it.

That’s what makes doing what I do SO worth it.

I urge all of you to not forget the little things... life can get hard to manage... but family should always come first.

PS - Yes, for some reason my daughter loves the 25 habits of successful sales people book.... Maybe she's a future sales woman... for now I am just there to enjoy the time and the ride :)

06/05/2026

A lot of people don’t realize this… until they sit down and go through it.

They’ve done well.
They’ve saved.
They’ve worked with a bank or advisor for years.

But when we actually walk through everything together, there’s often a pause:
“I didn’t realize how disconnected this all felt.”

Not because anything is wrong
but because it was built over time, in pieces.
Different conversations.
Different accounts.
Different decisions.

But no one place where it all comes together clearly.
That’s where I spend most of my time.

Helping people step back and actually see how everything fits together for the first time.

👉 If you’ve ever felt like things should be clearer than they are, I’d be happy to connect.

06/02/2026

IF YOUR MONEY IS AT A BANK... DO YOU ACTUALLY KNOW IF YOUR PLAN IS WORKING?

Not just the individual accounts.
Not just performance.

Your full financial picture.

Most of the people I meet aren’t starting from scratch.
They’ve built savings.
They’ve worked with a bank or another advisor for years.

But over time, things tend to become:
• Spread across different accounts
• Built through separate conversations
• Focused on individual decisions, not one clear structure

Nothing is necessarily wrong…
but it’s not always clear.

That’s where the conversation becomes valuable.

I work with individuals and families to:
• Step back and look at everything together
• Understand how it all connects
• Bring clarity to their overall situation

No pressure. No assumptions.
Just a second look.

And in many cases, the cost to work together is similar to what people are already paying just with a more structured, ongoing approach.

👉 If you’ve ever wondered how everything fits together, fill out the form and I’ll reach out to set up a time to meet.

06/01/2026

Happy Pride Month! 🌈

This June, we celebrate love, authenticity, and the courage it takes to live as your true self.

Pride is about visibility, acceptance, and progress. It's about creating spaces where everyone feels safe to plan for the life they envision, whether that's marriage, family planning, retirement, or legacy building.

05/30/2026

Markets closed last week hopeful that a U.S.–Iran peace deal will finally help unwind the shock to global energy markets seen this year, with equities hitting new record highs and bonds rebounding.

How did the markets perform this week? Get the highlights and the latest economic news.