Edward Jones - Financial Advisor: Jeramie Anderson

10/19/2026

An important part of protecting your financial future is staying vigilant against fraud and cyber threats. This Cybersecurity Awareness Month, I encourage you to stay vigilant, protect sensitive information and be aware of common scams that continue to evolve. If you have questions about fraud prevention or protecting your financial information, I'm always available to help.

In the meantime, I invite you to explore more resources and guidance here: https://bit.ly/4jpjH3I

10/04/2026

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/4AOyJWP

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

Passing down the wealth you've built over a lifetime, with wisdom and grace, is good. Passing on your values along with the money? Even better.

10/02/2026

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.

09/30/2026

As the third quarter comes to an end, three numbers are moving markets — $100 oil, a 5% yield on the 10-year Treasury, and 35% earnings growth. Two are headwinds, and one is the reason the market hasn’t buckled. Senior Global Investment Strategist Angelo Kourkafas breaks down each number and what it means for your portfolio.

09/28/2026

Even though 32% of Americans experience are financially stressed and money is a constant source of pressure, 73% are using the internet as a source of financial advice, and largely managing their finances alone. This is where a financial advisor can make a difference. Research shows that financially fulfilled adults are 4.3x more likely to work with a financial advisor compared to financially stressed adults.

If financial stress is something you’re dealing with on your own, you don’t have to. Let’s talk through where you are and where you want to go.

Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

09/26/2026

As a financial advisor, I’ve seen how health challenges can affect not only individuals, but entire families.

That's why I’m proud to recognize the work of the Alzheimer’s Association and the impact our communities can make when we come together. Through Edward Jones' strategic alliance with the organization and our sponsorship of the Walk to End Alzheimer’s®, we've helped raise more than $63 million to support critical research, education and support programs.

Our moment is now to continue driving progress and help create a future free from Alzheimer’s.

Learn more here: https://bit.ly/3VdMvCc

09/24/2026

Retiring early or switching careers? You might be able to access your retirement savings penalty-free—yes, even before 59½.

You generally can’t tap retirement accounts early―unless you qualify for one of the exceptions.

09/22/2026

You can’t control market fluctuations. But you can follow time-tested investment principles – diversifying your portfolio, owning quality investments and investing for the long term.

Tips for reaching your goals

09/20/2026

Markets will always go up and down, but we believe quality investments are more likely to overcome temporary challenges and ultimately help you meet your financial goals.

Read through the benefits

09/17/2026

Market headlines got you worried? Staying focused on what you can control can help you feel more at ease. And one of the ways to do that is by diversifying your investment portfolio.

Diversification can't guarantee profits or prevent losses, but it can help manage risk and smooth out some of the ups and downs that can come with investing. However, diversification isn't one-size-fits-all. The right approach depends on your goals, timeline and comfort with risk.

If you'd like to talk about your portfolio or have questions about navigating today's market environment, I'm here to help.



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