Edward Jones-Financial Advisor: Lucas Lorenz

04/09/2026

I'm excited to announce I was recently recognized for my work as a Financial Advisor.

11/18/2025

Our investment strategists break down the latest on the health of the U.S. economy, equities, bonds and international markets. They also discuss artificial intelligence (AI) and its impact on the markets and economy.

Our investment strategists provide Edward Jones’ perspective on the economy and the markets, and what it may mean for your portfolio.

10/06/2025

How might a government shutdown affect the economy and financial markets? Check out our three key insights, and don't hesitate to reach out with questions.

We offer clients our perspective on government shutdowns and their likely impact on the economy and the markets.

09/24/2025

International equities and long-term bond yields have outperformed so far this year. But most major central banks also don’t have much room to cut interest rates further.

Find out what’s driving the international markets, as well as strategies for disciplined investors to consider.www.edwardjones.com/us-en

09/22/2025

Saving for retirement and your child’s education don’t have to be mutually exclusive. By outlining your priorities, you can strike the right balance between saving towards both goals.

Your financial advisor can help you balance your savings strategy to achieve both goals.

08/06/2025

Congratulations to the 300 Edward Jones financial advisors recognized by Forbes as leaders in their field among the next generation of professionals, those younger than 40. These rising stars are already leading the way for the future of our industry.

Two of our financial advisors, Dakota Holtgrieve of Pratt, KS, and Cy Kolod of Eliot, ME, are among America's Top Next-Gen Wealth Advisors, a national ranking of only 100 financial advisors. They and 298 additional Edward Jones financial advisors were named to the Forbes Top Next-Gen Wealth Advisors Best-in-State rankings in their respective states. Among the selection criteria were assets under care, compliance records and best practices for serving clients.

Please join us in congratulating these leaders, their client support teams and the relationship-driven approach they take to making a difference for clients, colleagues and their communities.

https://ow.ly/TMIF50WAJ30

2025 Forbes America's Top Next-Gen Wealth Advisors and Forbes Top Next-Gen Wealth Advisors Best-in-State, published August 2025, research by SHOOK Research LLC, data as of March 2025. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback. The rating is based on an algorithm of qualitative criteria gained through interviews with the financial advisor, quantitative data such as revenue trends and assets under management, and other factors including compliance records, industry experience and client retention.

06/16/2025

Are you investing too conservatively (or not at all) in hopes of avoiding market declines? If so, you could be making it more difficult to achieve your long-term financial goals. Here are some ways to help you determine your investment risk tolerance.

Your biggest risk isn’t the stock market. It’s the possibility of not reaching your long-term financial goals.

05/22/2025

While it may seem like a huge endeavor to pay off your debt while still saving for the future, it doesn’t have to be. Let's put together a plan based on your unique situation.

How to pay off debt while still setting yourself up for the future

05/12/2025

Albert Einstein once dubbed compounding the 8th wonder of the world. “He who understands it, earns it...he who doesn’t, pays it.” Here’s a simple example that shows why time is, literally, money.

How long you're invested matters much more than how much you've invested.

04/28/2025

Let’s face it, there are plenty of reasons NOT to invest right now (just turn on the news). But despite headlines full of reasons not to, there is one powerful reason to jump in—it’s historically been profitable in the long run.

Staying invested in stocks despite negative news has historically been profitable.

04/11/2025

Along with the tax deadline, for most tax filers, April 15 is also the last day to fund your 2024 individual retirement plan (IRA). Maximize the opportunity for your investments to grow tax deferred.

Roth IRA and traditional IRA contribution limits can change each year. Knowing what they are can help you make sure you take full advantage of their tax benefits for retirement.