Edward Jones - Financial Advisor: Jason Valek

01/24/2025

Take a look at my recent news about my CFP®️ certification.

01/24/2025

Get our four key views for 2025 in our latest Market Compass.

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...

01/16/2025

One of the biggest constants in life is that things always change! Review our current rates for CDs, bonds and other investments and loans. Then call me to discuss how this information can help customize a strategy to work toward your financial goals.

Our latest rates for certificates of deposit (CDs), bonds and other investments and loans.

08/11/2022

Certificates of deposit (CDs) offer a low-risk savings option for a fixed period of time. Not quite sure if that aligns with your financial goals? Learn about the types of certificates of deposits, the benefits and risks, and which one may be right for you.

Learn how to use Certificates of Deposit (CDs) as a low risk investment in reaching your financial goals. From Edward Jones and EVERFI

05/26/2022

Those who are early in their career may put off thinking about retirement. But learning what sets Roth and traditional IRAs apart now can help ensure you make the right choice between the two as you save for later.

You can get key benefits from either a Roth or traditional IRA – but there are important differences between the two.

05/09/2022

Take a look at the latest rates, and let me know if you have any questions!

Our latest rates for certificates of deposit (CDs), bonds and other investments and loans.

04/28/2022

U.S. markets were down sharply earlier this week, as a risk-off sentiment gripped most major indexes, adding to losses for the year. Have questions? Give me a call.

A deep dive into recent market volatility.

04/25/2022

Are rising interest rates bad for bond portfolios? Understanding bond duration is key

Impending rising rates may take a toll on bond prices this year. Understanding bond duration is one way to find out how your portfolio may fare.

03/31/2022

It’s never too early to start estate planning. Take charge of your family’s financial future and use these tips to begin solidifying your strategy.

5 tips to guide you

03/15/2022

Let's connect to make sure you are prepared.

Ups and downs in the markets can be emotional. Here's how to prepare yourself and your portfolio.

01/13/2022

Need help reaching your 2022 financial goals? We’ve got you covered. Get in touch so we can help you create practical strategies and guide you every step of the way.

12/30/2021

In 2021, we saw the biggest jump in inflation in three decades. If you’ll be retiring in a few years, should you adjust your investment strategy?

Learn how stocks and bonds respond to inflation and what that can mean as you plan for retirement.