Edward Jones-Financial Advisor: Susan Daniele

01/31/2026

There's no universal answer on the "right time" to retire, but exploring these five questions can help you decide whether you might be emotionally ready. Think your answers through, and let's schedule time to discuss how to help get you retirement ready.

Read more here

01/24/2026

Now that your business is heading in the right direction, it’s a good time to consider your financial future.

Read through your options

01/22/2026

Could AI investing be in your future?

Understand the opportunity for investing in AI.www.edwardjones.com/us-en

01/08/2026

After an eventful 2025, we’re looking ahead at a new year of potential positive returns and risks.

Senior Global Investment Strategist Angelo Kourkafas discusses our four key views for 2026 and actions investors can so they’re ready if the market’s resilience is tested.

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...

01/07/2026

Think it's too late to benefit from Roth retirement accounts? Think again. A Roth conversion can help you reap the benefits of a post-tax-advantaged account.

Don’t miss the benefits of a Roth conversionwww.edwardjones.com/us-en

12/17/2025

If you’re retired, it’s probably unsettling to see drops on your investment statements due to market volatility. Here are five tips to help you deal with market volatility.

When you’re retired, you may feel especially vulnerable to market volatility. But making just a few moves may better help you cope with it.

12/15/2025

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

12/11/2025

Investing involves risk – and so does not investing. If you don’t invest, your money may not grow enough to allow you to reach your important long-term goals, such as a comfortable retirement.

See Edward Jones' tips when buying CDs.

12/09/2025

If you earn a certain amount, you may need to pay a Medicare premium surcharge called the income-related monthly adjustment amount, or IRMAA.

Health care will likely be one of your largest expenses in retirement. And if you exceed a certain amount of income, you may be paying a Medicare premium surcharge.www.edwardjones.com/us-en

11/27/2025

Wishing you a prosperous Thanksgiving surrounded by loved ones, delicious meals and many opportunities for gratitude. We're thankful for clients like you and look forward to deepening our relationships.

11/24/2025

Given the growth in the stock market throughout 2025, you may receive larger capital gain distributions from your mutual funds. Learn what this means for you, and how it might impact your tax return.

10/31/2025

Selling a home that has increased in value may mean more money for you on closing day — but that increase could be taxed as a capital gain.

Downsizing your home? Watch out for capital gains taxeswww.edwardjones.com/us-en