Edward Jones-Financial Advisor: Philip Heness

11/03/2026

November is National Family Caregivers Month. We join the Alzheimer’s Association® in celebrating the strength and dedication of caregivers. Share a tribute in honor of a special caregiver in your life at alz.org/honor.

11/01/2026

This month, we honor the rich cultures, traditions, languages and contributions of Indigenous Peoples. And with 574 American Indian tribes and Alaska Native entities in the United States, there is a lot of storied culture to celebrate!

10/31/2026

Trick or treat! Wishing everyone a safe and spooktacular Halloween.

10/29/2026

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

10/27/2026

Cybercriminals are getting more sophisticated, and AI is making scams harder to spot. But a few simple habits can help protect your finances:

• Be cautious of unexpected emails, texts or calls.
• Verify requests through a trusted source before responding.
• Use unique passwords and multifactor authentication.
• Pause when a message feels urgent or unusual.
• Keep devices updated and back up important files.

Small steps today can help safeguard your money, identity and long-term financial goals. If you have questions about protecting your financial accounts, I'm here to help.



Content provided by Edward Jones

10/23/2026

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.



Content provided by Edward Jones

10/23/2026

Thanks to all who visited our tent at the recent Springfield Family Fun Day! It was a wet one but the community still showed up and braved the elements to have a good time and support local businesses. Congrats to the winner of our 19064 Basket of Cheer.

One more big thank you to the local businesses who helped me put a great basket together!
Vinny Iacone Auto Repair
Dairy Cottage
Tavani's Barbershop
GIANT
Cocco's Xpress in Springfield
Nothing Bundt Cakes
Springfield OutBack Steak House
Sleepy Hollow Delly
Sciarrino's Pizzeria

10/22/2026

🦅🏈💚 TOUCHDOWN! WE HAVE A WINNER! 💚🏈🦅
Sometimes it pays to get off the sidelines and take a closer look! 👀
Our Eagles Victory Beads Guessing Game has officially come to an end, and we have ourselves a winner! 🎉
A HUGE congratulations to our winner Jim Stellman, who didn’t just come close — he NAILED the exact number… 233 BEADS! 🎯 Talk about a game-winning guess!
He’s taking home an awesome Eagles cooler packed with Eagles merchandise! 🦅🎁💚
A big THANK YOU to everyone who participated, stopped by, and joined in on the fun! We loved seeing all your guesses and sharing a little Birds spirit with our community!
🏈 But the fun doesn’t stop here! Keep your eyes open for our next game coming soon. You won’t want to miss your next chance to score!

GO BIRDS! FLY EAGLES FLY! 💚🦅🏈

10/21/2026

Retirement planning isn't just about saving. It's about knowing what you're saving for. If you're within 5–10 years of retirement, these five questions are worth considering:

- When do you want to retire?
- How do you want to spend your days?
- Where do you want to live?
- What will your lifestyle cost?
- Does your plan include giving back?

Your answers are just the starting point. The next step is aligning them with a financial strategy built around the life you actually want. Ready to get started? Let’s talk.



Content provided by Edward Jones

10/17/2026

When faced with market fluctuation, ask yourself: “Are my long-term goals still the same?” If the answer is “yes,” then why overhaul a financial strategy that’s designed to meet these goals?

Identify your investing goals. When it comes to creating an investment portfolio, it all starts with you and your aspirations.