Will Fox - Financial Advisor at Edward Jones

11/26/2025

Wishing you and yours a Happy Thanksgiving filled with family, friends and all the simple joys that make this season special.

11/13/2025

Market Updates Coffee Club
November 29th, 2025
Saturday
10:00 - 11:30 AM
Craft Bakery & Cafe
12 S 3rd St, Denton MD, 21629
Coffee will be provided!
You're Invited to the Next Meeting of Our Coffee Club.
Discussing current events, the economy and investing - in a relaxed, informal setting - is a great way to get to know one another.
RSVP LINK: https://www.edwardjones.com/us-en/financial-advisor/william-fox/event?id=26253

11/13/2025

Retiring early or switching careers? You might be able to access your retirement savings penalty-free—yes, even before 59½.

You generally can’t tap retirement accounts early―unless you qualify for one of the exceptions.

11/06/2025

Our Principal, Head of Investment Strategy Mona Mahajan recently joined CNBC Squawk Box to discuss the market trends in AI and technology sectors, portfolio positioning, views on 2026 and more: https://cnb.cx/3JlyMDV

11/05/2025

The types of retirement accounts can seem dizzying – 401(k)s, Roth IRAs, traditional IRAs, 403(b)s, and 457s, oh my! The good news is that I can help you understand the differences so you can select which one (or more) suits your needs the best. Let's set up time to chat.

Choose from a variety of plans

11/03/2025

From tariffs to tax laws, 2025 has seen its share of financial changes. What can you do to help get your portfolio ready for 2026?

2025 year-end checklist for your financial strategywww.edwardjones.com/us-en

10/27/2025

After a delay from the government shutdown, the Social Security Administration (SSA) announced a 2026 cost-of-living adjustment (COLA) for Social Security benefits of 2.8%. Our latest Market Pulse covers our recommendations for retirees.

Social Security announces 2026 cost-of-living adjustment for benefits

10/23/2025

If you’re thinking about tapping in to your 401(k) earlier than you initially planned, there are some things you need to consider. Read more about 401(k) withdrawals and loans, and feel free to reach out to me with any questions: https://bit.ly/3Wl64FV

10/20/2025

As a financial advisor, I’m proud to support the local businesses that keep our community thriving.

With new partners like Nationwide and Voya, and tools like Aboon and Addition Wealth, Edward Jones is making it easier for business owners to offer retirement plans and education that strengthen financial wellness.

If you're a local business owner, let’s connect. I’d love to help you build a stronger financial future for your business and your team.

10/16/2025

At Edward Jones, we believe wealth transfer is more than transferring assets—it's about preparing the next generation to thrive.

That’s why Edward Jones’ own Tom Lewandowski, Principal and Head of High Net Worth Segment, spoke with Investment News about the importance of preparing heirs to steward wealth responsibly.

Let’s talk about how you can prepare your family—not just financially, but holistically—for what’s ahead.

With an estimated $84.4 trillion in assets expected to be passed down through generations through 2045, families today need to have more urgency than ever before when it comes to financial planning and navigating family dynamics.

10/10/2025

Global economic activity is beginning to stabilize and even accelerate in some regions, and the Fed's easing cycle is improving the outlook for international equities.

Find out what’s driving the international markets, as well as strategies for disciplined investors to consider.www.edwardjones.com/us-en

10/08/2025

Our Senior Economist James McCann weighs in on the government shutdown and potential market impact in a recent Fox Business article.

Financial markets are expected to remain relatively unfazed by the government shutdown, with the S&P 500 historically posting positive returns during past shutdowns.