Edward Jones-Financial Advisor: Dale Braun

Edward Jones-Financial Advisor: Dale Braun /*********/
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Investors will be closely watching the September Federal Reserve interest rate decision. What factors are the voting mem...
09/08/2026

Investors will be closely watching the September Federal Reserve interest rate decision. What factors are the voting members of the FOMC likely to weigh?

Our Principal, Head of Investment Strategy Mona Mahajan digs into three in our latest Weekly Market Wrap: https://bit.ly/4xar7Ld

Whether you’re evaluating shifting roles or exploring a different path, your financial strategy should evolve with you. ...
09/06/2026

Whether you’re evaluating shifting roles or exploring a different path, your financial strategy should evolve with you. I’m here to help you see the full picture, from compensation and benefits to long-term planning. Together, we can build a plan that helps you feel confident about your future.

Career changes come with important financial considerations. As a financial advisor who builds relationships with profes...
09/04/2026

Career changes come with important financial considerations. As a financial advisor who builds relationships with professionals like you, I can help guide you through your options with confidence. Let's talk.

Learn more https://bit.ly/3ULkYrp Your business may be one of your greatest assets. I can help you explore strategies fo...
09/01/2026

Learn more https://bit.ly/3ULkYrp Your business may be one of your greatest assets. I can help you explore strategies for transitioning your business and planning for your financial future.

Learn more https://bit.ly/4qJw7VE I can help you explore key considerations that come with executive compensation and co...
08/31/2026

Learn more https://bit.ly/4qJw7VE I can help you explore key considerations that come with executive compensation and complex wealth.

When your career changes unexpectedly, a confident strategy can make all the difference. I’m here to guide you through p...
08/31/2026

When your career changes unexpectedly, a confident strategy can make all the difference. I’m here to guide you through potential financial options and support your next steps. Let’s talk.

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided ...
08/31/2026

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided greater clarity on the Fed's inflation-fighting priorities. Despite seasonal headwinds, the fundamental backdrop for equities remains constructive.

Angelo Kourkafas, Sr. Global Investment Strategist, discusses the latest developments in AI, Fed policy, and markets in this week's Weekly Market Wrap.



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Learn more https://bit.ly/4ilVn2j Long-term financial success starts with intentional planning. I can help you consider ...
08/30/2026

Learn more https://bit.ly/4ilVn2j Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities.

Affected by corporate restructuring or a layoff? If so, you may have questions about how this change affects your 401(k)...
08/29/2026

Affected by corporate restructuring or a layoff? If so, you may have questions about how this change affects your 401(k) and restricted stock. I can help you navigate vested and unvested company stock, while also exploring a confident financial path. Let's connect.

https://bit.ly/4cjM2UK Leaving a business you’ve built is a major financial and personal decision. I can help you plan f...
08/29/2026

https://bit.ly/4cjM2UK Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and create a strategy aligned with your future goals.

Address

3355 Richmond Road, Suite 182
Beachwood, OH
44122

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+12163783874

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