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The first $100,000 is often the hardest milestone to reach — and the most rewarding.Early on, progress can feel slow, es...
10/15/2026

The first $100,000 is often the hardest milestone to reach — and the most rewarding.

Early on, progress can feel slow, especially when you're balancing family, work and other financial priorities. But once your portfolio grows, investment returns can begin doing more of the heavy lifting.

If you're working toward your first $100,000, stay focused on the habits that matter most: investing consistently, staying diversified and remaining committed through market ups and downs. Those habits can make all the difference over time.

Your first $100,000: why it matters most

AI-powered scams are becoming increasingly sophisticated, making it harder to distinguish legitimate requests from fraud...
10/12/2026

AI-powered scams are becoming increasingly sophisticated, making it harder to distinguish legitimate requests from fraud. Understanding common tactics can help you better protect yourself and your financial accounts.

Take a look at these five emerging scam types and practical steps you can take to stay vigilant.

5 AI-powered financial scams that are hard to spot

An important part of protecting your financial future is staying vigilant against fraud and cyber threats. This Cybersec...
10/08/2026

An important part of protecting your financial future is staying vigilant against fraud and cyber threats. This Cybersecurity Awareness Month, I encourage you to stay vigilant, protect sensitive information and be aware of common scams that continue to evolve. If you have questions about fraud prevention or protecting your financial information, I'm always available to help.

In the meantime, I invite you to explore more resources and guidance here: https://bit.ly/4yfimQT

With the 2026 midterm elections approaching, investors are once again asking what politics may mean for markets and whet...
10/06/2026

With the 2026 midterm elections approaching, investors are once again asking what politics may mean for markets and whether the elections have the potential to disrupt this year's positive momentum. Here's what history says – and what's different this time:

With the 2026 midterm elections approaching, investors are once again asking what politics may mean for markets and whether the elections have the potential to disrupt this year's positive momentum. History suggests that elections often create short-term uncertainty, but they have rarely been the pr...

We Moved!! We are excited to continue to serve you from our new location. Give us a call to set up an appointment.
10/05/2026

We Moved!! We are excited to continue to serve you from our new location. Give us a call to set up an appointment.

October is Breast Cancer Awareness Month—a time to stand with survivors, honor those we’ve lost and support the millions...
10/01/2026

October is Breast Cancer Awareness Month—a time to stand with survivors, honor those we’ve lost and support the millions of individuals and families affected by breast cancer. This month, we encourage conversations, screenings and shared strength—because no one should face breast cancer alone.

So much fun at the Eureka Days Parade this weekend! It was always great to see the community come together, and all of t...
09/29/2026

So much fun at the Eureka Days Parade this weekend! It was always great to see the community come together, and all of the great organizations and businesses that make Eureka, Eureka!!

Many people assume financial confidence comes with age. In my experience, it's not quite that simple.New research from E...
09/25/2026

Many people assume financial confidence comes with age. In my experience, it's not quite that simple.

New research from Edward Jones and Gallup shows that people across generations share concerns about their financial future. Younger adults are often working to build wealth, while older adults are focused on making their savings last. But both are looking for greater peace of mind about what's ahead.

That's one reason I enjoy helping clients create personalized strategies that align with their goals and priorities, both today and as their needs evolve over time.

Read more from Gallup: https://bit.ly/3VzWy4B



Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

Older adults are much more confident than younger adults in managing their current finances. Confidence in managing future finances, however, differs less by age.

09/23/2026

New Current CD Rates! Call our office for more terms and rates!

Financial service

Can’t wait for this year!!
09/13/2026

Can’t wait for this year!!

Edward Jones - Financial Advisor: Cali Williams can help you prioritize your needs and define your goals with a personalized approach.

Cali is an enthusiastic Moonie Sponsor that loves participating in our 5k Night Run & Walk!!!🌝
Join us on October 10th!

🧡💙Check out all of our Moonie Sponsors: harvestmoonrun.org

Address

304 Bald Hill Rd
Eureka, MO
63025

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 3:30pm

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