Edward Jones - Financial Advisor : Bobbie Winne

10/20/2025

After a strong six-month rally, the S&P 500 faces headwinds—but solid economic fundamentals could help steady the course. More on what this might mean for investors in our Weekly Market Wrap.

A summary of last week's market highlights and economic news.

10/15/2025

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

10/13/2025

Our latest Weekly Market Wrap digs into Friday's sell-off, record gold prices and the continued government shutdown: https://bit.ly/3WxJYA6

10/06/2025

Under normal circumstances, we’d be analyzing the September jobs report. But, with the data on standby due to the government shutdown, we’re shifting our focus to examining where the economy, labor market, Fed policy and financial markets stand as we navigate this period of statistical silence.

A summary of last week's market highlights and economic news.

10/06/2025

Many people feel overwhelmed by the prospect of selecting investments to help achieve their financial goals. But you're not alone! We can help you select investments for your portfolio, focusing on quality, diversification and a long-term mindset.

Learn more about our approach to investing here, and then let's schedule time to personalize a unique strategy for you.

Here’s a peek into our process

10/05/2025

As a business owner, you know your employees are depending on you to help them save for retirement. Edward Jones can help you determine which plan — whether 401(k), 403(b), SIMPLE IRA or another — could work well for your business.

Plans for your employees

10/04/2025

Learning as much as you can about Medicare now can help you significantly once you turn 65, since you'll likely depend upon it to some extent. Understanding how the Medicare premium surcharge could affect you could be key. I'm here to help map out an effective strategy going forward.

High-income retirees may face Medicare surcharge

10/03/2025

Our financial needs evolve over time and are influenced by different life events. No matter your age, however, my goal remains the same: to help you strive for the financial goals you set and work toward the future you envision.

Strategies for every stage

10/02/2025

Sometimes how you think you spend money and the way you're actually spending it don't match up. That's one reason we recommend having a clear (and realistic) strategy for managing your budget each month. Read these helpful budgeting tips, and let's chat about how I can help you make a financial strategy and stick to it.

Know where your money goes

10/01/2025

While CDs are an excellent tool for short-term needs, don't forget about the bigger picture. Even your short-term investments should keep up with inflation.

You can buy certificates of deposit at your local bank, but Edward Jones offers another option to consider.

09/30/2025

Let’s face it, there are plenty of reasons NOT to invest right now (just turn on the news). But despite headlines full of reasons not to, there is one powerful reason to jump in—it’s historically been profitable in the long run.

Staying invested in stocks despite negative news has historically been profitable.

09/29/2025

Over the past week, economic data has pointed to a strong U.S. economy. However, two near-term risks could derail the momentum. More on what that might mean for investors in our Weekly Market Wrap.

A summary of last week's market highlights and economic news.