Edward Jones-Financial Advisor: Dustin Kohler, CFP

08/27/2026

As we head towards the back half of 2026, it’s a good time to step back and remember three important ground rules for long-term investors. Principal, Head of Investment Strategy Mona Mahajan discusses strategies and best practices for investing during uncertainty.

Watch the full episode: https://bit.ly/4hT1xqh

08/18/2026

Join us Thursday, August 27th from 4–8 PM at Long Shots in Troy for the Walk to End Alzheimer’s Miami County Kickoff Party!

Come out for a fun evening, learn more about the Alzheimer’s Association, and help us kick off this year’s Walk to End Alzheimer’s in Miami County.

The first 100 attendees will receive a free drink ticket!

📍 Long Shots — 2315 S County Rd 25A, Troy, OH
⏰ 4–8 PM

Hope to see you there!

08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/4igsZya

08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

07/07/2026

As we enter the second half of the year, we're watching three key trends that are likely to shape the economic and market outlook: the health of the labor market, the path of oil prices and gas prices at the pump, and the direction of interest rates set by the Federal Reserve.

Our Principal, Head of Investment Strategy Mona Mahajan breaks down these key variables and what they might mean for investors overall:

A summary of last week's market highlights and economic news.

05/14/2026

Markets are reaching new highs—but is your portfolio prepared for what comes next? Portfolio Strategist Tom Larm breaks down what’s behind recent market gains and explains how a disciplined, goal-focused approach can help position your portfolio for the future.

Learn more about portfolio performance, and check out our recommendations for disciplined investors.

04/27/2026

After navigating recent geopolitical shocks, markets are showing notable resilience as investors refocus on economic fundamentals and corporate earnings. From developments in the Middle East to expectations around a potential Fed leadership change and a busy earnings season, Senior Economist James McCann outlines what investors should be on the lookout for in the latest Weekly Market Wrap.

https://ow.ly/Kqlt50YQwvb

04/20/2026

Markets have rapidly priced out worst-case risks, with easing oil pressures, stabilizing interest rates and resilient earnings fueling one of the fastest rebounds to new highs on record.

In this week’s Weekly Market Wrap, Senior Global Investment Strategist Angelo Kourkafas examines whether the optimism is justified, and where markets may go from here.

https://ow.ly/xN3a50YLjbh

03/22/2026

The news is out! Edward Jones has been ranked No. 1 by JD Power for Client Satisfaction among Advised Investors. We couldn’t be happier because clients are everything to us. And no two are alike! We enjoy getting to know each one personally so we can provide trusted, tailored advice and wealth management solutions. Reach out if you’d like to get started.

Legal Disclosure: JD Power 2026 U.S. Full Service Investor Satisfaction Study among Wealth Management Firms for Advised Investor Satisfaction, published March 2026, data as of January 2026. Compensation provided for using, not obtaining, the ranking. For JD Power 2026 award information, visit jdpower.com/awards.

12/05/2025

🎄✨ Tree Lighting Saturday Night!!✨🎄

Join us downtown in West Milton at 5:30 PM as we kick off the holiday season with our annual Tree Lighting Celebration!

Right after the tree is lit, stick around for a festive Christmas Trail filled with holiday cheer, lights, and fun for the whole family!

We can’t wait to celebrate with our community — see you there!