Edward Jones - Financial Advisor: Philip Waelbrock

05/07/2026

There are many things in life you can't control, but saving for the future doesn't have to be one of them. Here are three factors to consider when saving for retirement.

Tips for getting started

05/06/2026

Tax bill got you down? It may be time to make some adjustments so next year’s tax season isn’t so frustrating.

Learn about different options that may be available to you to help you reduce your tax liability.www.edwardjones.com/us-en

05/05/2026

No two of my clients are alike. That’s why you have choices at Edward Jones.

As your financial advisor, I can help you understand how we'll work together and which of our offerings can best meet your preferences and needs.

Explore your options at the page linked below. Then reach out to start a conversation — we’re here to help.

https://bit.ly/4nbKVe0

05/04/2026

Thinking about your retirement strategy? Roth contributions could be a game changer. They offer tax-free withdrawals, flexibility and even benefits for your heirs. Learn why paying taxes now might make a difference later.

Roth contributions could be one of your smartest retirement moveswww.edwardjones.com/us-en

05/01/2026

Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents can help you determine how to address your unique needs. Here's what you should know.

A comprehensive estate plan involves multiple documents, but two key ones include a will and a living trust. It’s important to understand how these documents differ.www.edwardjones.com/us-en

04/30/2026

Market volatility has eased from its April peak, but trade uncertainties remain. If you had tried to miss the worst days in the market, you might also have missed some of the best.

Learn more about portfolio performance, and check out our recommendations for disciplined investors.

04/29/2026

A properly planned estate strategy is an important step to help make sure your family, financial and medical affairs are taken care of if something were to happen to you.

A checklist to help you get started

04/27/2026

Annuities were designed to help you save for retirement.

Let's talk through the details

04/24/2026

If you’re concerned about recent market headlines, you’re not alone. Our Quarterly Market Outlook looks beyond the headlines to explain recent volatility, economic conditions and opportunities that may matter for long-term investors.

As always, I’m here to discuss how this outlook connects with your personal goals.

Our investment strategists provide Edward Jones’ perspective on the economy and the markets, and what it may mean for your portfolio.

04/23/2026

Market conditions can change fast — but your strategy doesn’t have to. Set clear goals, review your progress regularly and keep your portfolio diversified to help you stay on track no matter what the market is doing.

Ready to put these habits into practice? Let's strengthen your long‑term strategy.

Market sentiment, policy backdrop, and geopolitics can change quickly.www.edwardjones.com/us-en