Edward Jones-Financial Advisor: Dana Uken

09/08/2026

Investors will be closely watching the September Federal Reserve interest rate decision. What factors are the voting members of the FOMC likely to weigh?

Our Principal, Head of Investment Strategy Mona Mahajan digs into three in our latest Weekly Market Wrap: https://bit.ly/4iT1NG4

09/06/2026

Learn more https://bit.ly/4r3fiFy Your business may be one of your greatest assets. I can help you explore strategies for transitioning your business and planning for your financial future.

09/05/2026

Learn more https://bit.ly/4xEapF4 Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities.

09/03/2026

https://bit.ly/3SGKQEn Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and create a strategy aligned with your future goals.

09/03/2026

You've poured years into building your business, and you want what you've built to endure. A thoughtful succession plan helps you protect your legacy and transition ownership on your terms.

Here's our business owners hub

09/02/2026

https://bit.ly/4deaiYE Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managing and preserving wealth for the future.

09/02/2026

A business retirement plan does more than help your employees save — it signals you are invested in their future. It's also a powerful way to attract and keep the people who help your business grow.

Here's our business owners hub

09/01/2026

¿Estás listo para ser tu propio jefe? Ser dueño de tu propio negocio puede ser tan desafiante como satisfactorio. Prepárate mentalmente y evalúa los cambios legales y fiscales que podrías afrontar cuando pases a trabajar por tu cuenta.

Limitación de responsabilidades: Si bien hay algunos materiales introductorios y educativos en español, Edward Jones tiene obligación de usar el inglés en sus relaciones y comunicaciones con los clientes. Para obtener más información, entre en: https://bit.ly/4gOWaGB

Ready to be your own boss? Owning your own business can be as challenging as it is fulfilling. Prepare mentally and evaluate the legal and tax changes you may experience as you transition to working for yourself.

Disclosure: Edward Jones is required to use English in its client relationships and communications. For more information, visit: https://bit.ly/4ydJeRt

Learn more about the basics of entrepreneurship From Edward Jones and EVERFI

09/01/2026

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.

08/31/2026

Learn more https://bit.ly/4wZJxhW A successful business exit often starts well before a sale or transition. I can help you consider key financial planning strategies to prepare for what comes next.