The Sutherlin Group

07/21/2026

If you’ve ever felt like you’re doing “fine,” but still a little uneasy about the future, you’re not alone.

A recent Wall Street Journal article shared findings from our research with Gallup showing that 51% of Americans are living in this “financial middle,” feeling steady for now, but aware how quickly things could shift.

What I find encouraging is that people who feel financially fulfilled are 4.3x more likely to have a financial advisor. Because having someone to help you think through decisions and build a plan can bring a lot more clarity and confidence.

Read the full article here: https://bit.ly/3T3OZlF

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

07/20/2026

After an AI-driven rally earlier this year, markets are taking a breather, with leadership rotating across sectors, and investors anticipating second quarter earnings season. Head of Investment Strategy Mona Mahajan explains what this could mean for investors in the latest Weekly Market Wrap.

https://bit.ly/4gIY6lq

07/18/2026

A strong retirement plan is one of the most effective tools a business owner has — for attracting talent, retaining your team and building personal wealth.

I help businesses design retirement plans that work from every angle. Want to explore what's right for you and your employees?

Here's our business owners hub

07/16/2026

Legacy is about more than money—it’s about values, intentions and impact. I work with clients to help make wealth transfer simple for the people and causes they care about.

Let’s start the conversation.

07/15/2026

Compensation that respects your work. Competitive payout with transparent costs. Interested? Let's talk.

07/15/2026

If you're a business owner, your financial strategy should support both your business and personal goals. The right retirement plan can help you save on taxes while building long-term value for you and your business.

I can help you explore options that work for both you and your team.

Plan for the future with strategic workplace retirement solutions. Discover tax-saving opportunities through specialized retirement plans for small businesses.

07/14/2026

As a financial advisor, I know that protecting wealth is just as important as growing it.

And with scams and fraud on the rise, protecting your financial life is more important than ever.

That’s why I’m excited to announce that Edward Jones has a new relationship with Carefull, a financial safety service, now available at no cost to U.S. clients. This proactive tool monitors financial activity, flags unusual behavior and helps prevent fraud before it escalates. Plus, it allows you to share coverage with a loved one. It’s one more way Edward Jones is committed to helping you protect what matters most.

If you’d like help getting started or want to learn whether it’s a fit for you, let’s connect.

Learn more here: edwardjones.com/Carefull?utm_term=1294794&utm_source=facebook&utm_medium=social_media&utm_content=3268243&c3nid=1294794_facebook_3268243&c3ch=BranchSocialMedia&EID=MDAwMDAwMTk3MDg3Mg%3D%3D

07/13/2026

Renewed U.S.-Iran tensions keep geopolitics in focus. However, investor attention remains centered on AI, where strong earnings and periodic bouts of volatility continue to shape market leadership and sentiment.

Angelo Kourkafas, Sr. Global Investment Strategist, offers perspective on the recent developments and portfolio positioning for the second half of the year in our Weekly Market Wrap.

https://bit.ly/4w0q291

07/11/2026

When it comes to wealth transfer, communication is key. Having conversations now can help avoid confusion later—and ensure your wishes are honored.

If you aren’t sure where to start, I’d be happy to guide you

07/10/2026

I can help align your investments with what matters most to you. Let's talk