Edward Jones-Financial Advisor: Dave Stoddard

Edward Jones-Financial Advisor: Dave Stoddard /*********/
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As retirement approaches, you may be reviewing your estate plan and asset titling. If you have assets owned as Joint Ten...
09/09/2026

As retirement approaches, you may be reviewing your estate plan and asset titling. If you have assets owned as Joint Tenants with Right of Survivorship, you may not be aware of the risks. Connect with me to discuss if this is the best strategy for your current situation and your beneficiaries when you’re gone.

Joint titling financial accounts can introduce risks. Discover the benefits and trade-offs of joint ownership and how it impacts your estate planning.www.edwardjones.com/us-en

Whether you employ a handful of people or a growing team, a business retirement plan helps your employees prepare for th...
09/08/2026

Whether you employ a handful of people or a growing team, a business retirement plan helps your employees prepare for the future. The right plan can be simple to establish and easy to maintain.

Plan for the future with strategic workplace retirement solutions. Discover tax-saving opportunities through specialized retirement plans for small businesses.

Clients often ask me about the latest IPO. It’s a great opportunity to talk through pricing dynamics, early volatility a...
09/07/2026

Clients often ask me about the latest IPO. It’s a great opportunity to talk through pricing dynamics, early volatility and why fundamentals matter more than first-day buzz. I can help you stay focused on long-term strategy — not short-term hype.

Initial public offerings (IPOs) tend to attract a lot of investor interest, especially when the company is large and well-known. The excitement can be tempting, but it doesn't always lead to strong investment results. We encourage investors to look beyond the headlines and focus on whether the share...

Labor Day is more than just a day off work—it’s a moment to recognize the dedication, passion and effort that power our ...
09/04/2026

Labor Day is more than just a day off work—it’s a moment to recognize the dedication, passion and effort that power our communities every day. Thank you to all who contribute their talents and hard work. Wishing you a well earned, relaxing holiday.

Market volatility doesn’t just impact investments — it can shape careers and income too.As job competition increases, bu...
09/03/2026

Market volatility doesn’t just impact investments — it can shape careers and income too.

As job competition increases, building in-demand skills like analytical thinking, adaptability and communication can play a key role in supporting long-term earning potential. Stronger income can mean more opportunities to save, invest and stay on track toward your goals.

If you’re thinking about your financial future, your career strategy matters more than ever.

Discover five essential skills, from AI literacy to emotional intelligence, that can help you stand out in today's job market and boost your earning power.www.edwardjones.com/us-en

09/02/2026

Buying vs. Renting. Which is the better financial decision? It’s a question that many people are asking themselves and the honest answer is ... it depends. Before you start browsing listings, the two questions worth sitting with are can I afford to buy? And, just as importantly, should I?

The right answer isn't the same for everyone. It depends on your situation, your budget and how long you plan to stay.

If you'd like to talk through what may make sense for your situation, I'm here to help.



Content provided by Edward Jones

09/01/2026

If you’re diving into the world of investing, you may want to learn more about mutual funds — an opportunity for investors to group money together and buy stocks, bonds and other investments “mutually.” Ready to learn more? Let’s chat.

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From corporate to municipal bonds, we offer a variety of fixed-income investments. Let’s talk about which ones are right...
08/31/2026

From corporate to municipal bonds, we offer a variety of fixed-income investments. Let’s talk about which ones are right for you.

Here are your options

08/28/2026

Financial fulfillment is about more than money. It's having confidence in your future, being prepared for the unexpected, and feeling in control of your financial life.

Research from Edward Jones and Gallup found that financially fulfilled individuals often:
• Have an emergency fund
• Follow a retirement strategy
• Save for major goals
• Have an estate plan
• Work with a financial advisor

Financial fulfillment may be closer than you think. Let's talk about the steps that can help you get there.



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

Content provided by Edward Jones

08/27/2026

How long can the AI cycle last? What could derail the stock market from here? Our Principal, Head of Investment Strategy Mona Mahajan joined CNBC Squawk Box to discuss key questions for investors.

Watch the full interview: https://bit.ly/4goJ0AY

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