Edward Jones-Financial Advisor: Sherri Ammerman

09/10/2026

As retirement approaches, you may be reviewing your estate plan and asset titling. If you have assets owned as Joint Tenants with Right of Survivorship, you may not be aware of the risks. Connect with me to discuss if this is the best strategy for your current situation and your beneficiaries when you’re gone.

Joint titling financial accounts can introduce risks. Discover the benefits and trade-offs of joint ownership and how it impacts your estate planning.www.edwardjones.com/us-en

09/09/2026

You’ve worked hard to build your portfolio and assets—but not having the right estate documents in place may make it more difficult for your wishes to be carried out after death.

Get insights from Edward Jones professionals, and see what our strategists' perspectives mean for you.www.edwardjones.com/us-en

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/46cQX6y

09/08/2026

Market volatility doesn’t just impact investments — it can shape careers and income too.

As job competition increases, building in-demand skills like analytical thinking, adaptability and communication can play a key role in supporting long-term earning potential. Stronger income can mean more opportunities to save, invest and stay on track toward your goals.

If you’re thinking about your financial future, your career strategy matters more than ever.

Discover five essential skills, from AI literacy to emotional intelligence, that can help you stand out in today's job market and boost your earning power.www.edwardjones.com/us-en

09/05/2026

Labor Day is more than just a day off work—it’s a moment to recognize the dedication, passion and effort that power our communities every day. Thank you to all who contribute their talents and hard work. Wishing you a well earned, relaxing holiday.

09/04/2026

When I talk with clients about retirement, the conversation goes beyond numbers pretty quickly. Yes, we plan for income, savings and longevity — but we also talk about what your days will look like, who you’ll spend time with and what will give you a sense of purpose.

If you’re thinking about retirement, let’s make sure you’re prepared for both sides of the equation.

Retirement is more than a financial milestone. It is a psychological transition. Learn how to design the next phase of your life with purpose.www.edwardjones.com/us-en

09/03/2026

There are many retirement-related decisions you’ll need to make, but none may be as big as when to start collecting Social Security. Click the link to get an overview on the basics, and then contact me so we can examine your retirement options and decide on what would work best for you: https://bit.ly/4gHDW9F

09/02/2026

Financial fulfillment is about more than money. It's having confidence in your future, being prepared for the unexpected, and feeling in control of your financial life.

Research from Edward Jones and Gallup found that financially fulfilled individuals often:
• Have an emergency fund
• Follow a retirement strategy
• Save for major goals
• Have an estate plan
• Work with a financial advisor

Financial fulfillment may be closer than you think. Let's talk about the steps that can help you get there.



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

Content provided by Edward Jones

09/01/2026

Buying vs. Renting. Which is the better financial decision? It’s a question that many people are asking themselves and the honest answer is ... it depends. Before you start browsing listings, the two questions worth sitting with are can I afford to buy? And, just as importantly, should I?

The right answer isn't the same for everyone. It depends on your situation, your budget and how long you plan to stay.

If you'd like to talk through what may make sense for your situation, I'm here to help.



Content provided by Edward Jones

08/31/2026

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided greater clarity on the Fed's inflation-fighting priorities. Despite seasonal headwinds, the fundamental backdrop for equities remains constructive.

Angelo Kourkafas, Sr. Global Investment Strategist, discusses the latest developments in AI, Fed policy, and markets in this week's Weekly Market Wrap.



https://bit.ly/4xucQdg