Edward Jones - Financial Advisor: Phil Kliewer

Edward Jones - Financial Advisor: Phil Kliewer /*********/
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As the market navigates a tech rotation and highly anticipated public offerings, investors are seeing a shift toward bro...
06/15/2026

As the market navigates a tech rotation and highly anticipated public offerings, investors are seeing a shift toward broader market participation. Angelo Kourkafas, Senior Global Investment Strategist, explains how this could impact investors in our Weekly Market Wrap.

https://bit.ly/3SJ6ZkP

Help clients find the answers to their questions — and achieve their financial goals.
06/15/2026

Help clients find the answers to their questions — and achieve their financial goals.

Built to help you grow. As you help grow your branch. Job opportunities in your area Search Client Support Team Roles Invest in your future Self-starter? Problem solver? Passionate about helping others? If this sounds like you, the Branch Office Administrator role at an Edward

As a Branch Office Administrator with Edward Jones, you'll play a key role in supporting our clients and branch team. I'...
06/12/2026

As a Branch Office Administrator with Edward Jones, you'll play a key role in supporting our clients and branch team. I'm currently seeking candidates for an opportunity on my team. Please reach out to learn more.

You don’t have to have a complex estate to benefit from a clear, thoughtful strategy. I can help walk you through the pr...
06/12/2026

You don’t have to have a complex estate to benefit from a clear, thoughtful strategy. I can help walk you through the process, prioritize your goals and work to coordinate your team of tax and legal professionals to help ensure your personal estate goals are met. Ready to get started? Let’s talk.

Emotions and investing usually don’t mix well. Fear, excitement and panic often push investors to buy high, sell low or ...
06/10/2026

Emotions and investing usually don’t mix well. Fear, excitement and panic often push investors to buy high, sell low or abandon their strategy altogether.

Before reacting to the latest headline, pause and reconnect with your long term goals. Your retirement, your family’s future and your legacy may depend on it.

Too often, our emotions can be a barrier to our investment success. In these situations, it’s important to take a timeout and remember why you’re investing.

More than half of Americans feel financially conflicted. But those who feel financially fulfilled? They’re healthier, mo...
06/09/2026

More than half of Americans feel financially conflicted. But those who feel financially fulfilled? They’re healthier, more connected and more in control of their future.

That’s the difference a thoughtful plan can make. Let’s talk about what a customized plan could look like for you.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 2026.

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driv...
06/08/2026

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driven inflation have meaningfully shifted the outlook toward potential policy tightening — creating a more complex backdrop for equities and fixed income alike. Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4ocI8l4

Is how you’re living your life helping to build the future you want? We recommend taking a look at the four life pillars...
06/05/2026

Is how you’re living your life helping to build the future you want? We recommend taking a look at the four life pillars: health, purpose, family and finances.

Reach out to me for a copy of the new Life Pillars guide by Edward Jones. Then let’s discuss what matters most to you.

Read more: https://bit.ly/4fp1f9m

Summer is here and you might find your family spending more money on activities, vacations and more. Plan ahead on your ...
06/03/2026

Summer is here and you might find your family spending more money on activities, vacations and more. Plan ahead on your family expenses so you can maximize the fun.

Learn more about how you can create budgeting solutions for you and your family. From Edward Jones and EVERFI

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