Edward Jones Associate: Tina Richards

11/02/2026

Capital gain distributions can catch investors off guard, especially in taxable accounts. As year-end approaches, it's important to understand how these distributions work, potential tax implications and strategies that may help you manage them.

Reach out if you'd like to discuss how these considerations fit into your overall financial plan.

Learn more:

Capital gain distributions: What to know before year end

11/02/2026

AI-related stocks faced renewed scrutiny last week as investors reassessed the sustainability of the AI investment cycle, while market leadership broadened to include more defensive sectors. At the same time, the Federal Reserve held interest rates steady, underscoring its continued focus on balancing inflation risks with economic growth.

Brian Therien, Senior Fixed Income Analyst, explores the forces driving the recent market rotation, key risks investors are monitoring, and why diversification remains important in the latest Weekly Market Wrap: https://bit.ly/4ivjrOi

11/01/2026

Practice. Teamwork. Trust. A lot of preparation goes into game day. The same is true for building your financial game plan. As the Official Wealth Management Partner of Duke® Basketball, Edward Jones financial advisors are ready to help you plan ahead for the moments that matter.

We’re proud to support Duke® Basketball and proud to help you create a financial game plan designed around your goals. Contact our office to get started today.

Duke® Basketball is not a current Edward Jones client. They have been compensated for this endorsement. See details at edwardJones.com/sports?utm_term=1084612&utm_source=facebook&utm_medium=social_media&utm_content=3335809&c3nid=1084612_facebook_3335809&c3ch=BranchSocialMedia&EID=MDAwMDAwMTIwNjIzNQ%3D%3D.

10/31/2026

Learn how thoughtful planning can help you navigate stock options, RSUs and executive compensation decisions. Reach out to start the conversation.

10/31/2026

Your financial strategy should reflect your goals—both financial and nonfinancial. Whether your personal beliefs, family priorities or long-term aspirations guide your thinking, a personalized financial strategy can help ensure your strategy reflects your values. Let’s connect to explore what this could look like for you.

10/31/2026

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

10/30/2026

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=1084612&utm_source=facebook&utm_medium=social_media&utm_content=3351022&c3nid=1084612_facebook_3351022&c3ch=BranchSocialMedia&EID=MDAwMDAwMTIwNjIzNQ%3D%3D.

10/29/2026

What might the recent AI-driven market selloff mean for investors? Edward Jones Senior Global Strategist Angelo Kourkafas joins Bloomberg to unpack the drivers behind the recent market moves, explain what's happening beneath the headlines, and share perspective on maintaining a long-term investment focus amid volatility.

Watch the full conversation: https://bit.ly/4BqjpQy

10/28/2026

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That's why I'm proud to share that Edward Jones offers eligible U.S. clients complimentary access to Carefull®, a service designed to help monitor financial activity, identify potential warning signs and provide alerts that can help detect fraud before it happens.

Reach out to get started or click this link to learn more about Carefull: https://bit.ly/4BE8O4P

10/27/2026

Many of the conversations I'm having with clients right now start in the same way – with the news. Clients see market-driven headlines and ask: "How does this affect me and my life?"

In a recent Bloomberg interview, our Managing Partner Penny Pennington discusses how financial planning can help investors look beyond today's market noise and stay focused on their goals.

Watch the full conversation: https://bit.ly/4BqWHrH

If the headlines have you wondering how all of this affects your financial strategy, let's talk.