Joel Esquibel - Financial Advisor

12/04/2025

If you’re in your 30s or 40s with a full life and a mile-long to-do list, it might be time to revisit your financial strategy. This chapter is all about building a future you want to live in, and I’m here to help you get there.

Life seems to speed up and money decisions get more layered when you reach your 30s and 40s. Learn what financial strategies are necessary tools during this time in your life.www.edwardjones.com/us-en

11/24/2025

While profits are driving the artificial intelligence rally, rising expectations could become a headwind.

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

11/03/2025

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.

10/23/2025

If you’re thinking about tapping in to your 401(k) earlier than you initially planned, there are some things you need to consider. Read more about 401(k) withdrawals and loans, and feel free to reach out to me with any questions: https://bit.ly/47gNxQ5

10/16/2025

At Edward Jones, we believe wealth transfer is more than transferring assets—it's about preparing the next generation to thrive.

That’s why Edward Jones’ own Tom Lewandowski, Principal and Head of High Net Worth Segment, spoke with Investment News about the importance of preparing heirs to steward wealth responsibly.

Let’s talk about how you can prepare your family—not just financially, but holistically—for what’s ahead.

With an estimated $84.4 trillion in assets expected to be passed down through generations through 2045, families today need to have more urgency than ever before when it comes to financial planning and navigating family dynamics.

10/09/2025

Our Senior Economist James McCann weighs in on the government shutdown and potential market impact in a recent Fox Business article.

Financial markets are expected to remain relatively unfazed by the government shutdown, with the S&P 500 historically posting positive returns during past shutdowns.

09/22/2025

True wealth is knowing what counts. Financial planning takes your relationship with a financial advisor to a deeper, more individual level.

A comprehensive approach to managing wealth financial planning delivers a personalized experience across five areas of your financial life.www.edwardjones.com/us-en

09/15/2025

Unemployment and inflation are up, and the jobs numbers are down. How might this impact Federal Reserve interest rate cuts before year-end?

Find out what’s impacting fixed income, including bonds and cash, as well as strategies for disciplined investors to consider.www.edwardjones.com/us-en

09/11/2025

There are few things as daunting as credit card debt. I’d be happy to help walk you through the ins and outs of prioritizing your finances to reach your goals. Schedule an appointment so we can make a plan that helps you feel confident about paying off your debt.

Learn more: https://bit.ly/3Ii10P7

09/08/2025

Planning ahead with an estate strategy, can help you take care of your children and their future.

Does your estate plan cover your children? Planning ahead with an estate strategy, can help you take care of your children and their future.www.edwardjones.com/us-en

08/28/2025

Many people spend decades dreaming of their ideal retirement and how to make it a reality. But while it’s important to make sure you are financially ready to retire, it is also important to prepare emotionally for such a big life change. Here are some questions to consider if you’re emotionally ready to retire.

Read more here

08/25/2025

No one wants to become the victim of a theft – but scammers are out there, looking for their next victims. Here’s how to help protect yourself and your loved ones from financial fraud.

Stay informed