Edward Jones-Financial Advisor: Shannon Coram

Edward Jones-Financial Advisor: Shannon Coram  I am a financial advisor with Edward Jones a financial services firm dedicated to serving the needs of individual investors.

We do this by getting to know you, understand your goals, and develop individualized strategies to help you reach them. 

You’ve worked hard to build your portfolio and assets—but not having the right estate documents in place may make it mor...
03/27/2026

You’ve worked hard to build your portfolio and assets—but not having the right estate documents in place may make it more difficult for your wishes to be carried out after death.

Get insights from Edward Jones professionals, and see what our strategists' perspectives mean for you.www.edwardjones.com/us-en

With tax season upon us, now is a good time to evaluate how your Social Security benefits contribute to your overall tax...
03/25/2026

With tax season upon us, now is a good time to evaluate how your Social Security benefits contribute to your overall tax liability.

An older retired couple reviewing their finances on an ipadwww.edwardjones.com/us-en

You may be a rock star at running your business, but it helps to have a financial professional assist you with your comp...
03/20/2026

You may be a rock star at running your business, but it helps to have a financial professional assist you with your company's cash management and retirement plan.

Here's our business owners hub

As a retirement plan sponsor, has it been a while since you had a face-to-face conversation with your plan's financial a...
03/18/2026

As a retirement plan sponsor, has it been a while since you had a face-to-face conversation with your plan's financial advisor?

Here's our business owners hub

Social Security is one of the most valuable assets you’ll have in retirement, which is why it’s imperative to understand...
03/13/2026

Social Security is one of the most valuable assets you’ll have in retirement, which is why it’s imperative to understand your options. Here are some factors you should consider when determining when to start collecting Social Security.

Social Security is a major part of your retirement. Review your options and view four things to consider before deciding when you should take Social Security.

Thinking about your retirement strategy? Roth contributions could be a game changer. They offer tax-free withdrawals, fl...
03/11/2026

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

How often are your employees receiving financial education to help them save for retirement and other goals?
03/06/2026

How often are your employees receiving financial education to help them save for retirement and other goals?

Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.www.edwardjones.com/us-en

Fraud is on the rise, with Americans losing $125 billion in 2024 alone — a 25% jump from the prior year. Investment scam...
03/04/2026

Fraud is on the rise, with Americans losing $125 billion in 2024 alone — a 25% jump from the prior year. Investment scams alone cost people $5.7 billion. Scammers are getting more sophisticated; learn what to look for.

6 signs you could be a victim of financial fraudwww.edwardjones.com/us-en

Tax season can be a stressful time even without the worry of unintentionally making a filing mistake. Here are five comm...
02/27/2026

Tax season can be a stressful time even without the worry of unintentionally making a filing mistake. Here are five common tax-filing mistakes and what you can do to help avoid them.

Before you file your taxes this year, be sure to avoid these five common tax-filing mistakes.

Edward Jones financial planning offers you a deeper view of your financial picture and allows us to tailor strategies to...
02/25/2026

Edward Jones financial planning offers you a deeper view of your financial picture and allows us to tailor strategies to best support your goals.

A comprehensive approach to managing wealth financial planning delivers a personalized experience across five areas of your financial life.www.edwardjones.com/us-en

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