Edward Jones - Financial Advisor: Terry Peterman

10/15/2026

Faith-based investing enables you to incorporate your religious beliefs into your investment decisions. No matter your religious beliefs or affiliations, there are options available to help you achieve your financial and nonfinancial goals.

No matter your religious beliefs or affiliations, there are options available to help you achieve your financial and nonfinancial goals.

10/15/2026

https://bit.ly/4z2avac From stock awards to tax strategies, I can help simplify your executive compensation.

10/14/2026

You have choices at Edward Jones. Let’s talk through the ways we can work together, from investing approaches to putting together a comprehensive, personalized financial plan.

Discover the power of planning: https://bit.ly/3THmv1L

10/13/2026

Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managing and preserving wealth for the future. Reach out to get started.

10/13/2026

Edward Jones delivers personal financial education through on-site seminars, interactive online modules, and one-on-one consultations tailored to your team's unique needs.

Your employees deserve financial knowledge that builds confidence and reduces stress.

Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.

10/13/2026

Your credit score is more than just a number. It's one of the foundational building blocks of your financial life.

From qualifying for a mortgage to securing better interest rates, a strong score creates options. And options give you flexibility to pursue the goals that matter most.
The good news is building and maintaining healthy credit is straightforward when you know what drives it. The habits you establish today make borrowing easier and less costly down the road.

If you'd like to talk through how your credit picture fits into your broader financial strategy, let's connect.



Content provided by Edward Jones

10/13/2026

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/4dE0E1X

10/13/2026

Large IPOs can come with a lot of fanfare. But in the early days of public trading, it can be difficult to separate long-term fundamentals from short-term momentum.

We break down what history shows about IPO performance – and share key considerations to help investors stay grounded in the fundamentals:

Initial public offerings (IPOs) tend to attract a lot of investor interest, especially when the company is large and well-known. The excitement can be tempting, but it doesn't always lead to strong investment results. We encourage investors to look beyond the headlines and focus on whether the share...

10/12/2026

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previous ones, and does it still have room to run?

Angelo Kourkafas, Senior Global Investment Strategist, shares his perspective on what's helping sustain this bull market and what investors should watch next in the latest Weekly Market Wrap: https://bit.ly/4encXzN

10/09/2026

Executive compensation can be complex. I can help you make informed decisions about your financial future — let’s talk about your options.