Edward Jones-Financial Advisor: Jackie Sanchez

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Don't know the difference between a traditional and a Roth IRA, or which one makes the most sense for you? Visit our Fin...
10/30/2026

Don't know the difference between a traditional and a Roth IRA, or which one makes the most sense for you? Visit our Financial Fitness site to learn which is which, and whether either makes sense for your financial strategy.

Learn about the features, benefits, and different types of IRAs as tools for retirement savings. From Edward Jones and EVERFI

You've spent years building your operation. The next step is ensuring it continues to support your family, your goals an...
10/29/2026

You've spent years building your operation. The next step is ensuring it continues to support your family, your goals and your legacy.

As a financial advisor with the Agriculture Focused Financial Planning™, AFFP®, designation, I've completed additional training to help farm families address the unique financial challenges and opportunities that come with agricultural ownership, from succession and retirement planning to wealth transfer and long-term asset preservation.

Because protecting your legacy means planning for both the next season and the next generation.

As a financial advisor, I've seen firsthand how caregiving can create complex financial decisions for families. Business...
10/27/2026

As a financial advisor, I've seen firsthand how caregiving can create complex financial decisions for families. Business Insider explores Edward Jones research with Age Wave and The Harris Poll on the "generosity paradox" many caregivers experience as they support loved ones financially while striving to protect their own long-term financial security.

If caregiving is part of your journey now or may be in the future, I'd welcome the opportunity to help you plan for it.

Read the full Business Insider article: https://bit.ly/4z9dxcT

Download the Financial Impact of Caregiving report: https://bit.ly/4e3Mmbb



Source: Edward Jones and Harris Poll, in partnership with Age Wave, 2026.

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing quest...
10/26/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/4suDD7N


A summary of last week's market highlights and economic news.

The first $100,000 is often the hardest milestone to reach — and the most rewarding.Early on, progress can feel slow, es...
10/23/2026

The first $100,000 is often the hardest milestone to reach — and the most rewarding.

Early on, progress can feel slow, especially when you're balancing family, work and other financial priorities. But once your portfolio grows, investment returns can begin doing more of the heavy lifting.

If you're working toward your first $100,000, stay focused on the habits that matter most: investing consistently, staying diversified and remaining committed through market ups and downs. Those habits can make all the difference over time.

Your first $100,000: why it matters most

What would happen if you had to retire sooner than expected?Many people focus on their target retirement date but spend ...
10/22/2026

What would happen if you had to retire sooner than expected?

Many people focus on their target retirement date but spend less time preparing for the possibility of an earlier exit due to a job loss, health issue or family caregiving needs.

If you'd like to explore how your retirement strategy would hold up under an unexpected scenario, let's talk. Planning for the "what-ifs" today can help reduce stress tomorrow.

Concerned about a forced retirement? 4 tips to prepare

Financial fraud is becoming more sophisticated, but knowledge remains a strong defense. Learn to recognize common scam t...
10/19/2026

Financial fraud is becoming more sophisticated, but knowledge remains a strong defense. Learn to recognize common scam tactics and warning signs, and take steps to help protect yourself, your loved ones and the wealth you've worked hard to build. Watch this webinar live on Oct. 21 at 3 p.m. CT or on demand after.

Learn more: https://bit.ly/4z0kqNK

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-ori...
10/19/2026

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-oriented and more defensive sectors amid concerns about rates, debt levels and growth expectations.

Mona Mahajan, Head of Investment Strategy, shares her perspective on what's driving the recent market rotation, why the broader fundamental backdrop remains constructive, and what it could mean for investors in the latest Weekly Market Wrap: https://bit.ly/4BcfiHT

October is Breast Cancer Awareness Month—a time to stand with survivors, honor those we’ve lost and support the millions...
10/14/2026

October is Breast Cancer Awareness Month—a time to stand with survivors, honor those we’ve lost and support the millions of individuals and families affected by breast cancer. This month, we encourage conversations, screenings and shared strength—because no one should face breast cancer alone.

On race day, every move is planned, every decision considered. Your financial future deserves the same approach. As the ...
10/12/2026

On race day, every move is planned, every decision considered. Your financial future deserves the same approach. As the Official Private Wealth Management Partner of McLaren Racing, Edward Jones is invested in your drive. Reach out to my office today, and let’s make a financial plan that helps put you in the driver’s seat.

McLaren Racing Limited is not a current client of Edward Jones. McLaren was compensated for this endorsement. For more information, visit edwardjones.com/racing?utm_term=954510&utm_source=facebook&utm_medium=social_media&utm_content=3351022&c3nid=954510_facebook_3351022&c3ch=BranchSocialMedia&EID=MDAwMDAwMTgyNTYyNA%3D%3D.

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93010

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