Edward Jones-Financial Advisor: Josiah Soderstrum

07/25/2025

Whether retiring or changing jobs, if you have a 401(k) retirement savings plan, you’ll want to know your account options so you can decide what's best for you.

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

07/23/2025

I'm pleased to announce we'll be launching Edward Jones Generations, our new private client services tailored to U.S. high net worth clients and their unique needs, later this year. It's the latest way we're innovating and evolving to serve more clients, more completely – and to help them create a lasting, positive impact for generations to come.

Introducing Edward Jones Generations™ — private client financial advisor services designed around high net worth individual needs and goals.

07/21/2025

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.

07/18/2025

Life is full of surprises, but when you’ve got the right guidance and assistance, you can be ready for just about anything. Here are some tips to help you protect your financial future from unexpected events.

Retirement risks

07/16/2025

Our latest research in partnership with Cerulli Associates takes the pulse of North Americans’ goals, challenges and feelings about their current financial situations. Check out our new report and reach out to discuss how we can help support your goals.

https://bit.ly/44MSrmK

In 1Q 2025, Edward Jones engaged Cerulli Associates to conduct a research study on the ‘Pulse of North America.’ This research aimed to assess retail investor and financial sentiment within the U.S. and Canadian wealth management markets. In support of this research, Cerulli Associates conducted surveys of retail investors and financial advisors, in addition to in-depth research interviews and focus groups. Primary research was conducted throughout March and April 2025, in both the U.S. and Canada.

07/14/2025

Investing involves risk – and so does not investing. If you don’t invest, your money may not grow enough to allow you to reach your important long-term goals, such as a comfortable retirement.

See Edward Jones' tips when buying CDs.

07/11/2025

Maxing out your retirement accounts seems like a no-brainer. The more you save, the more you’ll have in retirement. But before you do, consider whether it aligns with your other priorities.

Maxing out your retirement accounts seems like a no-brainer. The more you save, the more you'll have in retirement. But before you do, consider whether it aligns with your other priorities.www.edwardjones.com/us-en

07/09/2025

You’ve worked hard to build your portfolio and financial assets – but have you thought about planning your estate? These tips may help you avoid common estate-planning missteps and ensure your plan works as intended.

5 tips to guide you

07/07/2025

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

07/04/2025

Today, we celebrate the birth of a nation founded on the principles of liberty, equality and justice for all. May the spirit of patriotism unite us all as we honor the legacy of our forefathers. Here's to the land of the free and the home of the brave. Happy Fourth of July.

07/02/2025

You’ve worked hard to build your portfolio and assets — but are they safe from falling into the wrong hands after your passing? Here are some steps you should consider taking to help ensure your wishes are accurately carried out.

Here are some steps you should consider to help ensure your wishes are accurately carried out.www.edwardjones.com/us-en

05/30/2025

You've spent time and resources developing an estate plan. But if your assets aren't titled correctly, even the best strategies can fail.

Get insights from Edward Jones professionals, and see what our strategists' perspectives mean for you.www.edwardjones.com/us-en