Edward Jones-Financial Advisor: Ana Moradel

06/02/2026

Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents can help you determine how to address your unique needs. Here's what you should know.

A comprehensive estate plan involves multiple documents, but two key ones include a will and a living trust. It’s important to understand how these documents differ.www.edwardjones.com/us-en

05/18/2026

Conflict-driven market swings grab attention, but they rarely change the long-term trajectory. Here’s a clear look at what history has shown time and again.

Staying invested despite geopolitical events can pay off in the long run.

04/23/2026

As the conflict in the Middle East moves beyond its first month, major U.S. equity indexes have come under pressure. While the duration and ultimate path of geopolitical tensions remain uncertain, history suggests that periods like these can often be short-lived and may provide opportunities.

As the conflict in the Middle East moves beyond its first month, major U.S. equity indexes have come under pressure. The Dow and Nasdaq have entered correction territory, while the S&P 500 has pulled back but has not yet crossed the 10% threshold. Investor attention remains focused on oil prices, as...

03/24/2026

With tax season upon us, now is a good time to evaluate how your Social Security benefits contribute to your overall tax liability.

An older retired couple reviewing their finances on an ipadwww.edwardjones.com/us-en

12/05/2023

¿Gasta más de la cuenta cada temporada de fiestas? Adelántese este año y elabore un presupuesto que tenga en cuenta todos sus planes para las fiestas. https://bit.ly/47KTDaq

Limitación de responsabilidades: Si bien ciertos materiales introductorios y educativos están disponibles en español, Edward Jones tiene la obligación de usar el inglés en las relaciones y comunicaciones con sus clientes. Más información: https://bit.ly/481cIoH

Do you overspend every holiday season? Get ahead of the game this year by creating a budget that takes all your holiday plans into account.
https://bit.ly/46M9zbk

Disclaimer: While certain introductory and educational materials are available in Spanish, Edward Jones is required to use English in its client relationships and communications. Learn more: https://bit.ly/46P1QsS

Learn strategies, tips, and tools to stick to your budget and achieve your financial goals. From Edward Jones and EVERFI

11/27/2023

Un buen presupuesto es clave para que la temporada de fiestas sea un éxito. Tanto si necesita elaborar uno como si solo tiene que hacer algunas actualizaciones, estos consejos pueden ayudarle a prepararse para las fiestas que se avecinan.
https://bit.ly/3QRWsPQ

Limitación de responsabilidades: Si bien ciertos materiales introductorios y educativos están disponibles en español, Edward Jones tiene la obligación de usar el inglés en las relaciones y comunicaciones con sus clientes. Más información: https://bit.ly/3QZCEdd

A good budget is key to a successful holiday season. Whether you need to create one or just make a few updates, these tips can help you prepare for the festivities to come.
https://bit.ly/3T2b1mM

Disclaimer: While certain introductory and educational materials are available in Spanish, Edward Jones is required to use English in its client relationships and communications. Learn more: https://bit.ly/3QUCHap

Tanto si necesita elaborar uno como si solo tiene que hacer algunas actualizaciones, estos consejos pueden ayudarle a prepararse para las fiestas que se avecinan.

10/24/2023

Dado que solo 1 de cada 5 jóvenes adquiere conocimientos financieros a una edad temprana, hay una gran oportunidad para ayudar a subsanar esas carencias ahora, según nuestro último estudio con Morning Consult. Y ni siquiera se necesita un salón de clases para nuestros cursos de finanzas personales.
https://bit.ly/477hqAR

Limitación de responsabilidades: Si bien ciertos materiales introductorios y educativos están disponibles en español, Edward Jones tiene la obligación de usar el inglés en las relaciones y comunicaciones con sus clientes. Más información: https://bit.ly/4090OpT

With only 1 in 5 youth growing their financial knowledge early in life, there’s a big opportunity to help fill in the gaps now, according to our recent study with Morning Consult. And our personal finance courses don’t even require a classroom.
https://bit.ly/477hqAR

Disclaimer: While certain introductory and educational materials are available in Spanish, Edward Jones is required to use English in its client relationships and communications. Learn more: https://bit.ly/46XFdmy

Learning the fundamentals from types of bank accounts to how they work

10/16/2023

As 2023 winds down, how do you feel about your financial situation? Did you meet your yearly goals or make progress toward your long-term goals?

Let's work together to ensure your strategies and time horizon are up-to-date and incorporate any new life events.

As 2023 winds down, how do you feel about your financial situation? Check out these year-end moves to help keep your strategy on track.

06/21/2023

Find out more about my AAMS™️ designation.

02/24/2022

Here's how the markets reacted to a full-scale invasion by Russia.

Geopolitical tensions add to near-term uncertainty, but a favorable long-term view still intact