Edward Jones - Financial Advisor: Umberto Leone

02/24/2026

Fed Chair nominee Kevin Warsh has suggested reducing the Federal Reserve’s balance sheet—but what could that mean for investors?

Senior Fixed Income Analyst Brian Therien breaks down the potential implications and highlights key considerations investors should keep in mind.

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

02/21/2026

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

02/18/2026

Your goals are personal. Your financial tools should be too.

With Edward Jones®️ Everyday Solutions powered by U.S. Bank®️, you can access checking and credit card products designed to support your unique needs.

Wherever you are on your financial journey, there’s a card to support you along the way. And it takes less than five minutes to apply.

Let’s help you simplify your financial life: https://bit.ly/40g25wd

The creditor and issuer of this credit card is U.S. Bank National Association, pursuant to a license from Mastercard International Incorporated. Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated. Everyday Solutions Checking provided by U.S. Bank NA, Member FDIC. Edward Jones is not a bank and FDIC insurance only covers the failure of an insured bank.

02/14/2026

It’s never a bad time for a little more love in the world. Happy Valentine’s Day, and may you get to spend it with those who matter the most to you.

02/04/2026

The big game is coming up, and we know you're working hard, running your own plays to go after your financial goals. Why not stack your team? An Edward Jones financial advisor can work with you to build custom strategies designed to help you reach that endzone of financial security.

02/04/2026

Ready to tackle your financial goals? Online Access helps you track your progress and huddle up with your Edward Jones team on the next play: https://bit.ly/46tpuha

01/28/2026

We’re only a month into 2026, and the headlines offer no shortage of geopolitical and policy noise. But with financial markets remaining resilient, Principal, Head of Investment Strategy Mona Mahajan is discussing what 3 factors might be driving these positive returns.

Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...

01/23/2026

Whatever your financial goals may be, my priority is to serve you with depth and care. That’s why I offer comprehensive financial planning to help organize your finances in support of your long-term goals.

Financial planning can be a great fit if you’re looking for strategies around retirement income, tax-efficient investing, or estate and wealth transfer considerations.

Learn more in the video or reach out and I’ll walk you through what to expect as a financial planning client: https://bit.ly/3LYNJNm

01/14/2026

The first week of 2026 brought no shortage of market news and data. Our Senior Global Strategist Angelo Kourkafas unpacks it all.

01/07/2026

If you don’t need your COLA increase to offset expenses, here’s how to put it to work.

Make the most of the 2026 Social Security COLA increasewww.edwardjones.com/us-en

01/05/2026

Start 2026 on the right foot by checking in on your financial goals anytime with Online Access. It’s your one-stop shop for tracking your progress and collaborating with your Edward Jones team.

Connect and view accounts you have elsewhere in Online Access.

12/24/2025

May your days be merry, your spirits high and your heart full of joy this holiday season.