Edward Jones - Financial Advisor: Jose 'Dre' Martin

09/08/2026

A 401(k) can be a powerful way to save for retirement, but it’s not the only option available. In fact, retirement strategies often work best when multiple tools are working together.

Learn more: https://bit.ly/4yricX1

09/08/2026

Investors will be closely watching the September Federal Reserve interest rate decision. What factors are the voting members of the FOMC likely to weigh?

Our Principal, Head of Investment Strategy Mona Mahajan digs into three in our latest Weekly Market Wrap: https://bit.ly/4x9Doj5

09/07/2026

I’m proud to be part of a firm committed to helping families—both through thoughtful, personalized guidance and meaningful community support.

One of the ways we help support communities is through the Walk to End Alzheimer’s®️. It’s a powerful reminder that together, we can make a difference for families impacted by this disease. From funding research to supporting caregivers, every step counts.

If you’d like to join us for an upcoming walk, reach out to me or click this link to learn more: https://bit.ly/4ig25qv

Contributing to a cause and participating in or volunteering for a charity or charitable event is a personal decision and completely voluntary.

09/04/2026

Planning for Medicare? Don't forget that your health needs will change as you age. The coverage you choose now should work for you years down the road too. We break down Medicare's two options and help you think through what matters most.

As you approach 65, you’re likely thinking about the next chapter — travel plans, new hobbies and time with loved ones.www.edwardjones.com/us-en

09/03/2026

If you’re retired or nearing RMD age, your withdrawal strategy matters more than you might think. From qualified charitable distributions to thoughtful Roth conversion planning, there may be ways to better manage required withdrawals and their tax impact.

During your working years, you likely built much of your retirement savings in tax-advantaged accounts such as a 401(k) or a traditional IRA.www.edwardjones.com/us-en

09/02/2026

We're proud to share that Edward Jones has been named to the 2026 PEOPLE®️ Companies that Care list.

This recognition reflects our firm’s commitment to supporting associates, serving clients, and strengthening the communities where we live and work.

At the heart of that commitment is a shared belief that when people are supported to do their best work, the impact extends well beyond the workplace. It's reflected in the way colleagues show up for one another, help clients work toward what matters most, and give their time and talents to their communities.

We’re honored by this recognition and the opportunity to contribute to the culture of care that made this recognition possible.

Disclosure: 2026 People Companies that Care, published People Magazine September 2026, research by Great Places to Work, data as of August 2025. Compensation provided for using, not obtaining, the rating.

https://bit.ly/3SGl7Mi

09/01/2026

¿Estás listo para ser tu propio jefe? Ser dueño de tu propio negocio puede ser tan desafiante como satisfactorio. Prepárate mentalmente y evalúa los cambios legales y fiscales que podrías afrontar cuando pases a trabajar por tu cuenta.

Limitación de responsabilidades: Si bien hay algunos materiales introductorios y educativos en español, Edward Jones tiene obligación de usar el inglés en sus relaciones y comunicaciones con los clientes. Para obtener más información, entre en: https://bit.ly/4xxn10H

Ready to be your own boss? Owning your own business can be as challenging as it is fulfilling. Prepare mentally and evaluate the legal and tax changes you may experience as you transition to working for yourself.

Disclosure: Edward Jones is required to use English in its client relationships and communications. For more information, visit: https://bit.ly/4iGPgFG

Learn more about the basics of entrepreneurship From Edward Jones and EVERFI

08/31/2026

One of the drawbacks of some types of retirement accounts is the relatively low contribution limits permitted by the IRS. However, there are tools that can help you save more for retirement while reducing your tax burden in retirement.

Ready to optimize your retirement savings? The mega backdoor Roth guide from Edward Jones covers implementation, tax implications and strategic planning.

08/31/2026

Whether you're new to the working world or seasoned with years of experience, it's important to establish and maintain habits that will support you on your financial journey. Make sure you're considering all your benefits.

Financial Fitness begins with your first paycheck

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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