Edward Jones-Financial Advisor: Sarah Swanson

09/02/2026

Market declines, while unpleasant, are in fact normal. Measure your performance as progress toward your long-term goals rather than in day-to-day fluctuations.

Too often, our emotions can be a barrier to our investment success. In these situations, it’s important to take a timeout and remember why you’re investing.

08/28/2026

You can always work luxury purchases into a plan, but what happens when "living large" starts shrinking your long-term security? Here's how to enjoy today without risking tomorrow.

How to Avoid Going Too Lean—or Too Lavish— With Your Money

08/26/2026

On Bloomberg's "The Close," our Principal, Head of Investment Strategy Mona Mahajan shares perspectives on several themes shaping today's market environment, including earnings, artificial intelligence, inflation and the broader economic outlook, and considerations for investors in the months ahead.

Watch the full interview: https://bit.ly/4xXCE1h

08/24/2026

While many people plan carefully to meet long-term financial objectives, too many don't have an estate plan in place, which can help protect you and your family during incapacitation, ensure accurate distribution of your assets to your heirs and help minimize unnecessary fees and taxes.

Learn how and where to start

08/19/2026

While none of us enjoy periods of market volatility, these fluctuations are a normal part of investing, and they can be used as an opportunity to better position your financial strategy for long-term success. Let's discuss strategies that might make sense for your situation.

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08/17/2026

When facing a liquidity event, you have a lot to think about — and it’s not just compensation and taxes. What could the future look like for you and everyone who’s important to you? I’m here to help you answer those questions and create a meaningful strategy. Let’s chat.

08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

08/13/2026

Interest rate forecasts? They miss the mark more often than you think. Here’s why rate expectations shouldn’t drive your investment decisions.

Why relying on rate forecasts can mislead investors—and what to consider instead.

08/11/2026

This year has been a reminder that markets can climb even in times of uncertainty. While risks continue to shape the outlook, we believe strong economic momentum supports opportunities across a range of asset classes. Staying diversified and focused on long-term goals remains one of the best ways to navigate an ever-changing market environment.

Learn more in our August Monthly Portfolio Brief: https://bit.ly/4zcKDcg

08/10/2026

Affected by corporate restructuring or a layoff? If so, you may have questions about how this change affects your 401(k) and restricted stock. I can help you navigate vested and unvested company stock, while also exploring a confident financial path. Let's connect.