Edward Jones - Financial Advisor: Charles F. Simon

Edward Jones - Financial Advisor: Charles F. Simon Financial Advisor, AAMS ​Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.

I have earned the AAMS™ designation.
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Social Security is one of the most valuable assets you’ll have in retirement, which is why it’s imperative to understand...
06/01/2026

Social Security is one of the most valuable assets you’ll have in retirement, which is why it’s imperative to understand your options. Here are some factors you should consider when determining when to start collecting Social Security.

Social Security is a major part of your retirement. Review your options and view four things to consider before deciding when you should take Social Security.

Stay informed while you're away with Online Access. It’s always available for a quick check-in or a deep dive.https://bi...
06/01/2026

Stay informed while you're away with Online Access. It’s always available for a quick check-in or a deep dive.

https://bit.ly/4x157nn

Many retirees unknowingly make mistakes that can reduce their long‑term financial stability. Explore these practical ste...
05/28/2026

Many retirees unknowingly make mistakes that can reduce their long‑term financial stability. Explore these practical steps to help support a more durable income plan.

8 moves to help protect your retirement incomewww.edwardjones.com/us-en

Stay up to date with the latest developments, trends and daily insights on the market.
05/28/2026

Stay up to date with the latest developments, trends and daily insights on the market.

Stay up to date with latest developments, trends, and daily insights on the market. Get a comprehensive look at market movements, international updates, economic indicators, and our expert's analysis.

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain thei...
05/26/2026

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain their recent momentum. Senior Global Investment Strategist Angelo Kourkafas provides insights into why yields are rising, why today’s inflation backdrop differs from 2022, and what higher rates may mean for portfolios in the latest Weekly Market Wrap.

https://bit.ly/4vb6Ip0

When retirement is just around the corner, an unexpected event or major expense can be unsettling. The good news is you ...
05/25/2026

When retirement is just around the corner, an unexpected event or major expense can be unsettling. The good news is you don’t have to jeopardize your long-term future. The key is understanding the pros and cons of all your options.

Learn the considerations for retirees and pre-retirees to tap taxable investment accounts and retirement accounts for cash shortfalls.www.edwardjones.com/us-en

This Memorial Day, we honor the men and women who laid down their lives in service to our country.
05/25/2026

This Memorial Day, we honor the men and women who laid down their lives in service to our country.

With Kevin Warsh confirmed as Fed chair, attention is turning to what comes next. We explore what the shift could mean f...
05/21/2026

With Kevin Warsh confirmed as Fed chair, attention is turning to what comes next. We explore what the shift could mean for investors and the fixed-income landscape.

Find out what’s impacting fixed income, including bonds and cash, as well as strategies for disciplined investors to consider.www.edwardjones.com/us-en

Edward Jones is the proud title sponsor of the Edward Jones Pro-Am at THE CJ CUP Byron Nelson Tournament. Golf and inves...
05/21/2026

Edward Jones is the proud title sponsor of the Edward Jones Pro-Am at THE CJ CUP Byron Nelson Tournament. Golf and investing have a lot in common — both reward discipline, planning and a long-term view. Let’s talk about building a strategy that works for you.

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