Edward Jones-Financial Advisor: Ray Ercoli

09/01/2026

New job? What should you do with your 401(k)? Here are four potential options for your 401(k) when leaving an employer.

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

08/31/2026

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided greater clarity on the Fed's inflation-fighting priorities. Despite seasonal headwinds, the fundamental backdrop for equities remains constructive.

Angelo Kourkafas, Sr. Global Investment Strategist, discusses the latest developments in AI, Fed policy, and markets in this week's Weekly Market Wrap.



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08/30/2026

Learn more https://bit.ly/45SbMUF Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities.

08/28/2026

https://bit.ly/4gCQ1Nt 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.

08/27/2026

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

08/24/2026

Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withstand elevated rates. Despite the potential for seasonal volatility, resilient economic activity and strong corporate earnings support a constructive backdrop for equities.

Investment Strategist Brock Weimer explains what’s behind the move higher in long-term yields in the latest Weekly Market Wrap.



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08/24/2026

35 years ago today I said "I do" to this amazing woman. I have been blessed beyond my hopes and dreams. Happy Anniversary Joy Marzinzik Ercoli. I'll love you forever and a day!

08/23/2026

Learn more https://bit.ly/4xSa41m 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.

08/21/2026

Giving back in action!

Our Chicagoland team recently spent the day volunteering at Bernie's Book Bank, where 73 associates contributed 310 volunteer hours and sorted 15,500 books for children across the region.

Thank you to everyone who helped make a difference.

08/21/2026

https://bit.ly/4xfQv3f Building wealth takes thoughtful planning. I can help you develop strategies to manage your wealth today while preparing future generations for tomorrow.