Edward Jones-Financial Advisor: Waylon Boyd

05/12/2025

As a business owner, you know your employees are depending on you to help them save for retirement. Edward Jones can help you determine which plan — whether 401(k), 403(b), SIMPLE IRA or another — could work well for your business.

Plans for your employees

05/08/2025

To save for retirement with confidence, it's important to think about when you want to retire and how you want to spend your time. Let's discuss your vision — and how we can help establish a strategy to achieve it.

Learn more: https://bit.ly/4jGksCJ

Edward Jones, in partnership with Morning Consult and NEXT360 Partners, LLC, conducted a mixed-methods study combining a nationwide online survey (fielded between June 18–26, 2024) executed by Morning Consult (among a U.S. national sample of 5,998 adults reflecting the demographic profile of the United States) combined with interviews and discussion groups with 43 women between the ages of 25 and 71 conducted in June 2024 (interviews) and July 2024 (discussion groups).

05/06/2025

Owning a business comes with both rewards and challenges. We can help you consider many of the most common financial needs business owners face, including retirement plans and expense management.

Let's set up time to discuss how we can help you meet these challenges in a way that works for you — and your business.

Here's our business owners hub

05/02/2025

While an emergency fund is important during your working years, it’s also essential once you retire, as unexpected expenses can still happen and you might have less flexibility to deal with them.

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

04/30/2025

The saying "more is better" is not necessarily true when it comes to retirement accounts. Having multiple accounts with various brokers can make it difficult to keep track of your investments.

Saving for retirement

04/29/2025

Let’s face it, there are plenty of reasons NOT to invest right now (just turn on the news). But despite headlines full of reasons not to, there is one powerful reason to jump in—it’s historically been profitable in the long run.

Staying invested in stocks despite negative news has historically been profitable.

04/28/2025

Let’s create a comprehensive strategy that can prepare you for many of the “what-ifs” in the future, whether they relate to your investment or protection needs.

Retirement risks

04/24/2025

New job? What should you do with your 401(k)? Here are four potential options for your 401(k) when leaving an employer.

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.

04/22/2025

Not sure how to start your journey toward the financial goals you want to achieve? Check out these 10 investing “rules of the road” that can help you get moving in the right direction.

Tips for reaching your goals

04/18/2025

An important step for recent retirees is planning your estate. However, transferring wealth is easier said than done, as the process comes with many financial and legal considerations.

We debunk five common misconceptions about transferring wealth as part of leaving a financial legacy.

04/16/2025

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 services designed around your individual needs and goals.

04/14/2025

One investment strategy some people consider is whether a Roth IRA conversion can help them meet their retirement goals. Check out these benefits and considerations as you ponder this question yourself, and then call me to discuss.

A Roth IRA conversion could be a smart strategy to help you meet your retirement goals. Learn more about the benefits of converting a Roth IRA.