Edward Jones- Financial Advisor: Cassie Fazio

03/23/2026

Career changes come with important financial considerations. As a financial advisor who builds relationships with professionals like you, I can help guide you through your options with confidence. Let's talk.

03/19/2026

Geopolitical flare ups can rattle markets, but history shows their impact often fades fast. Even amid the current Middle East tensions and rising oil prices, today’s strong economic backdrop reinforces one message: stay focused on the long-term, not the headlines. We’re monitoring the latest developments and their potential implications for investors.

The U.S. and Israel launched joint strikes on Iran on February 28, prompting Iran to respond with counterattacks across multiple Middle Eastern cities. Iran is a meaningful oil producer, the fourth largest within OPEC, accounting for roughly 4% of global oil supplies, with about 80% of its exports g...

03/17/2026

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

03/16/2026

Today is the birthday of the Financial Advisor who shares my office, so in celebration, here is:

5 THINGS TO KNOW ABOUT JIM FAZIO/MY DAD

1) He loves all cats but especially Siamese cats. He loves dogs too, but has yet to convince my mom that they need one.
2) He falls asleep while reading on his living room couch every Friday night without fail. And after he falls asleep he'll suddenly jolt awake and claim he was just "resting his eyes".
3) He always been the snazziest dressed guy I know and I always felt so proud when he would volunteer in my classroom during my elementary school years. One time a classmate said he dressed like an FBI Agent.
4) He'll watch any movie with me, no matter the genre. He's a big Movie Guy and can appreciate something in anything and everything.
4) He's the best office space buddy, even if I did once find a KFC mustard packet from 2012 in the cupboard where he places his packed lunch every day.

He's the best mentor I could ask for. He is left brained where I am right brained, but our differences make us a strong team, and the BEST Financial Advice duo around.

Happy Birthday, Dad!!

02/26/2026

If you own a business with no employees and are maxing out an owner-only 401(k), there may be even more ways to save for retirement.

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02/24/2026

Your employer’s life insurance policy can serve as a valuable safety net if something were to happen to you. But is life insurance through work enough? What happens if you lose your job? Here are some factors to consider.

Our guide to help you figure out how much and what type of insurance you need.www.edwardjones.com/us-en

02/19/2026

We’re excited to announce that Edward Jones branch teams in the Northeast will be working with the USA Bobsled/Skeleton Team to power athlete success on and off the ice. We'll be helping to set the athletes up for long-term professional success as they move on from elite-level sports competitions. Just as athletes achieve success through discipline, teamwork, coaching, and strategic planning, individuals can apply these same principles to reach their financial goals.

02/17/2026

If you’re among the tax filers receiving a refund this year, how can you make the most of it? Here are four tips to help get you started.

If you receive a tax refund this year, you can make it work for you — helping build more financial stability and helping you create a more secure future.www.edwardjones.com/us-en

02/14/2026

On this Valentine's Day, we hope you're able to spend time with the people who matter most to you. We look forward to deepening our connection with you so you can feel confident that your financial strategy is connected to a life you love. Happy Valentine's Day.

02/10/2026

Deciding when to tap into Social Security is a crucial decision with lasting repercussions. But it doesn’t need to be complicated. Learn how these three factors can help you plan accordingly, avoid surprises and prepare to fill any income gaps in retirement.

Learn the options and implications for taking Social Security benefits and how to maximize them.

02/06/2026

The big game is coming up, and we know you're working hard, running your own plays to go after your financial goals. Why not stack your team? An Edward Jones financial advisor can work with you to build custom strategies designed to help you reach that endzone of financial security.