Edward Jones - Financial Advisor: Xander Horwitz

10/16/2026

Your business is more than a source of income. It's likely one of your most significant financial assets.

As a financial advisor with the Certified Exit Planning Advisor® designation, I work with business owners to bring clarity and intention to one of the most complex decisions they'll face: what happens next.

From exit planning to succession strategy to long-term transition planning, I can help design a comprehensive financial strategy that’s right for you.

10/15/2026

I enjoyed reading this recent Kiplinger article featuring our Head of Wealth Management and Field Management, David Chubak.

One point that stood out to me is how many families are balancing long-term goals with desire to support loved ones today. It’s something that often comes up in conversations with clients, whether it’s helping adult children with housing expenses, student debt or other financial challenges.

As David notes, "The reality is we live in an age of financial uncertainty and anxiety like no other." Having open conversations and a thoughtful plan can help families navigate those decisions with greater confidence.

Read the article here: https://bit.ly/3VQ2ExY

What financial lesson or value do you hope to pass along to the next generation?

Our exclusive national survey on inheritance reveals how adult children and parents are — and are not — working together to make the most of assets built over a lifetime.

10/14/2026

Planning isn’t a luxury. It’s a necessity.

As a financial advisor with the CERTIFIED FINANCIAL PLANNER® certification, I see firsthand how growing complexity, shifting retirement expectations and generational wealth changes are driving the need for more thoughtful planning. The best time to start isn’t just at major milestones, it’s in the moments in between.

If you’ve been thinking about what’s next, now is a great time to start the conversation.

CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® (with plaque design) in the U.S.

10/13/2026

Working out at the gym isn't the only way to get in shape. Learn more about how you can develop the healthy financial habits needed for your financial fitness.

Learn more about how you can develop healthy financial habits needed for financial well-being. From Edward Jones and EVERFI

10/13/2026

I help simplify complex financial needs for business owners in our community like you. Your success is my priority — let’s find time to connect.

10/12/2026

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previous ones, and does it still have room to run?

Angelo Kourkafas, Senior Global Investment Strategist, shares his perspective on what's helping sustain this bull market and what investors should watch next in the latest Weekly Market Wrap: https://bit.ly/4dBg0nX

10/11/2026

Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managing and preserving wealth for the future. Reach out to get started.

10/05/2026

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consumer spending and growing corporate profits point to an economy that remains on solid footing.

Investment Analyst Brock Weimer shares insights from market history, exploring how stocks have performed following sharp increases in bond yields and what those trends may signal for investors in the latest Weekly Market Wrap: https://bit.ly/3VsonMo

10/04/2026

Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a strategy around your legacy goals. Send me a message, and let’s find time to connect.

09/28/2026

Bond yields recently climbed to their highest levels in decades as investors weighed sticky inflation, booming AI investment and robust economic growth. In this evolving environment, higher interest rates are creating new opportunities in fixed income while shifting market leadership across equities.

Senior Economist James McCann shares his perspective on how investors can navigate today's higher-rate environment in the latest Weekly Market Wrap: https://bit.ly/4iXMdt7