Kyle W. Jones, CFP, ADPA, AAMS

03/24/2026

In honor of March Madness… take a look at what a 4 year degree at each teams’ school can run ya!
#529

11/19/2025

November 19, 1863, at the dedication of the Soldiers’ National Cemetery in Gettysburg, Pennsylvania. In the speech, Lincoln honored the Union soldiers who died in the Civil War, redefined the war as a struggle for equality and freedom, and called for the nation to dedicate itself to the cause of preserving a government “of the people, by the people, for the people”

11/11/2025

Today, we honor the brave men and women who have served our nation with courage, sacrifice, and unwavering dedication.
Your service and sacrifice protect the freedoms we hold dear every day.
From all of us — thank you, veterans.

🕊️ “Home of the free, because of the brave.”

06/26/2025

Day 3. Visiting old LA friends. Please don’t do any math but we started working together in 2009 and now our kids are making us feel short…. Loving every second of this trip!

P.S. thanks for the boat ride 😉

06/26/2025

❤️ St. Louis!

(Sorry I didn’t get the BEAUTIFUL city! And people)

06/26/2025

🏁🏁🏁

12/18/2024

Read more here!
https://www.kwjoneswealth.com/resource-center/retirement/how-the-secure-act-2-0-changed-rmds-1

11/07/2024

Super interesting economic artifact at Capital Group RIA Symposium at their HQ in downtown Los Angeles. November 9th, 1935

10/04/2024

3,699 lbs
The size of the largest pumpkin pie ever produced.

For more interesting pumpkin facts click the link! Oh, yeah there’s stuff about the markets too…

Quarterly Market Insights | Q3 2024 U.S. Markets Investors welcomed the Fed’s decision regarding short-term interest rates, causing stocks to post solid gains in the third quarter. The Dow Jones Industrial Average, which dipped in Q2, picked up 8.21 percent for the third quarter. The S&P 500 Index...

08/14/2024

Today at Noon PST
Special Guest Speaker Lisa Feldman of the Cyber & Intellectual Property Crimes Section of the FBI.

I highly recommend attending if you can make it!

Join AARP California, the California Department of Financial Protection & Innovation, and guest speakers throughout the month of August for Scam Chat Wednesdays - weekly virtual presentations that cover the latest scams and offer guidance on keeping your personal and financial information secure…

04/23/2024

I applaud this ruling by the FTC. CA has had a ban on non-competes like many other “right to work” states do, and if they hadn’t I may be stuck in abusive workplaces myself. I’m relieved every American now has that right.

09/29/2023

First time on Wall Street this past summer. Beautiful part of town. Is it too early for the bull? Probably.

#