Edward Jones - Financial Advisor: Brian D Herbel

11/02/2026

I enjoyed reading this recent Kiplinger article featuring our Head of Wealth Management and Field Management, David Chubak.

One point that stood out to me is how many families are balancing long-term goals with desire to support loved ones today. It’s something that often comes up in conversations with clients, whether it’s helping adult children with housing expenses, student debt or other financial challenges.

As David notes, "The reality is we live in an age of financial uncertainty and anxiety like no other." Having open conversations and a thoughtful plan can help families navigate those decisions with greater confidence.

Read the article here: https://bit.ly/4iVJBdF

What financial lesson or value do you hope to pass along to the next generation?

Our exclusive national survey on inheritance reveals how adult children and parents are — and are not — working together to make the most of assets built over a lifetime.

10/30/2026

You've poured years into building your business, and you want what you've built to endure. A thoughtful succession plan helps you protect your legacy and transition ownership on your terms.

Here's our business owners hub

10/28/2026

Selling a business or major asset is more than a transaction, it's a pivotal moment that reshapes an entire wealth strategy. As an Edward Jones financial advisor, I help business owners like you plan ahead, align reinvestment strategies and integrate liquidity events into a broader, long-term vision for wealth and legacy.

10/27/2026

Please RSVP by November 2nd at 515-964-1010.

10/26/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/4iI4zgU

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

10/26/2026

Major life moments, such as an inheritance or divorce, often arrive with both financial complexity and emotional weight. At Edward Jones, we provide technical expertise and behavioral insights to help you slow down, gain perspective and make confident, well-informed decisions — even when emotions run high.

10/23/2026

Preserving wealth takes intentional planning. Strategies such as thoughtful, long-term, tax-sensitive investment planning can help you transfer assets efficiently while preparing future generations for stewardship.

At Edward Jones, we partner with you and your tax and legal professionals to bring clarity, continuity and purpose to multigenerational planning.

10/21/2026

Proactive estate planning helps you and your family stay ahead of complexity, preserve wealth and ensure assets are transferred according to your wishes. At Edward Jones, we can help you with tax-aware strategies and estate-planning insights, based on your family's goals.

Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation.

10/19/2026

If you’re a high-income earner, you may not be eligible to contribute to a Roth IRA. Luckily, there’s a strategy that can help you gain the tax advantages offered by a Roth IRA. Here’s what you should know about this valuable strategy.

A Backdoor Roth IRA can help you realize the tax benefits of a Roth IRA, even if your income exceeds the earnings ceiling for Roth contributions.