Edward Jones - Financial Advisor: Dan Haller

Edward Jones - Financial Advisor: Dan Haller /*********/
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Your retirement strategy may be more vulnerable than you realize, no matter your life stage. Learn how to prepare for un...
04/27/2026

Your retirement strategy may be more vulnerable than you realize, no matter your life stage. Learn how to prepare for unexpected expenses, market volatility and long‑term risks.

Did you know your retirement strategy could be at risk regardless of your life stage? In fact, many of the risks you face earlier in life don’t go away — they change or new ones surface.www.edwardjones.com/us-en

Market volatility is unpleasant. Also fact: The more you know about it, the less unpleasant it can be. Check out these 1...
04/20/2026

Market volatility is unpleasant. Also fact: The more you know about it, the less unpleasant it can be. Check out these 10 volatility facts to help keep volatility in perspective and your goals within reach.

Volatility is part of the investment experience, but the longer an investor holds stocks, the greater the potential for an overall positive return.

With tax season upon us, now is a good time to evaluate how your Social Security benefits contribute to your overall tax...
04/13/2026

With tax season upon us, now is a good time to evaluate how your Social Security benefits contribute to your overall tax liability.

An older retired couple reviewing their finances on an ipadwww.edwardjones.com/us-en

You’ve planned the “saving” part—now plan the “spending” part. These 10 retirement reminders cover what most people miss...
04/06/2026

You’ve planned the “saving” part—now plan the “spending” part. These 10 retirement reminders cover what most people miss, from healthcare to taxes to daily purpose.

From healthcare costs to feeling a lack of purpose, here’s what most people overlook when planning for retirement.

Geopolitical flare ups can rattle markets, but history shows their impact often fades fast. Even amid the current Middle...
03/30/2026

Geopolitical flare ups can rattle markets, but history shows their impact often fades fast. Even amid the current Middle East tensions and rising oil prices, today’s strong economic backdrop reinforces one message: stay focused on the long-term, not the headlines. We’re monitoring the latest developments and their potential implications for investors.

The U.S. and Israel launched joint strikes on Iran on February 28, prompting Iran to respond with counterattacks across multiple Middle Eastern cities. Iran is a meaningful oil producer, the fourth largest within OPEC, accounting for roughly 4% of global oil supplies, with about 80% of its exports g...

Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents ca...
03/23/2026

Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents can help you determine how to address your unique needs. Here's what you should know.

A comprehensive estate plan involves multiple documents, but two key ones include a will and a living trust. It’s important to understand how these documents differ.www.edwardjones.com/us-en

You can always work luxury purchases into a plan, but what happens when "living large" starts shrinking your long-term s...
03/16/2026

You can always work luxury purchases into a plan, but what happens when "living large" starts shrinking your long-term security? Here's how to enjoy today without risking tomorrow.

How to Avoid Going Too Lean—or Too Lavish— With Your Money

Thinking about your retirement strategy? Roth contributions could be a game changer. They offer tax-free withdrawals, fl...
03/09/2026

Thinking about your retirement strategy? Roth contributions could be a game changer. They offer tax-free withdrawals, flexibility and even benefits for your heirs. Learn why paying taxes now might make a difference later.

Roth contributions could be one of your smartest retirement moveswww.edwardjones.com/us-en

Fraud awareness and prevention is important, especially when you have a family to look after. Here’s what you need to kn...
03/02/2026

Fraud awareness and prevention is important, especially when you have a family to look after. Here’s what you need to know about staying safe from scams.

What you need to know

If you’re among the tax filers receiving a refund this year, how can you make the most of it? Here are four tips to help...
02/23/2026

If you’re among the tax filers receiving a refund this year, how can you make the most of it? Here are four tips to help get you started.

If you receive a tax refund this year, you can make it work for you — helping build more financial stability and helping you create a more secure future.www.edwardjones.com/us-en

If you were in an accident or got sick and couldn’t work, how would you cover your expenses? Fortunately, there are ways...
02/16/2026

If you were in an accident or got sick and couldn’t work, how would you cover your expenses? Fortunately, there are ways to protect against a short- and long-term disability.

If you couldn’t work, how would you cover your expenses? Find out how a potential disability could impact you, and what you can do now to protect against it.

An important step for recent retirees is planning your estate. However, transferring wealth is easier said than done, as...
02/09/2026

An important step for recent retirees is planning your estate. However, transferring wealth is easier said than done, as the process comes with many financial and legal considerations.

We debunk five common misconceptions about transferring wealth as part of leaving a financial legacy.

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