Edward Jones-Financial Advisor: Lance Clemens

11/02/2026

What might the upcoming U.S. midterm election mean for investors?

While markets can react to election headlines and unexpected outcomes, history reminds us that long-term investing and political predictions don't always go hand in hand.

Our Senior Global Investment Strategist Angelo Kourkafas and Head of Policy, Regulatory and Government Relations Andy Blocker sat down together at the Edward Jones Town Square in Washington, D.C., to discuss why investors may want to focus on their long-term goals instead of short-term political noise, and what past midterm elections can teach us about market performance.

11/02/2026

As a financial advisor, I've seen firsthand how caregiving can create complex financial decisions for families. Business Insider explores Edward Jones research with Age Wave and The Harris Poll on the "generosity paradox" many caregivers experience as they support loved ones financially while striving to protect their own long-term financial security.

If caregiving is part of your journey now or may be in the future, I'd welcome the opportunity to help you plan for it.

Read the full Business Insider article: https://bit.ly/4A9i53a

Download the Financial Impact of Caregiving report: https://bit.ly/4A7tbFN



Source: Edward Jones and Harris Poll, in partnership with Age Wave, 2026.

10/31/2026

Interest rates haven’t been this high since 2002 — so what might it mean for you and your family? Senior Economist of Investment Strategy James McCann discusses how the higher interest rates may affect you, risks to avoid and some potential opportunities to look out for.

Watch the full video here: https://bit.ly/47Qs41k

10/30/2026

Capital gain distributions can catch investors off guard, especially in taxable accounts. As year-end approaches, it's important to understand how these distributions work, potential tax implications and strategies that may help you manage them.

Reach out if you'd like to discuss how these considerations fit into your overall financial plan.

Learn more:

Capital gain distributions: What to know before year end

10/28/2026

Your business may be one of your greatest assets. I can help you explore strategies for transitioning your business and planning for your financial future. Let’s connect.

10/23/2026

I can help you explore key considerations that come with executive compensation and complex wealth. Let’s find time to talk through your options.

10/21/2026

Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and create a strategy aligned with your future goals. Reach out to my team to start the conversation.

10/20/2026

As someone who works closely with families, I know just how deeply caregiving can impact your time, your wellbeing and your vision and plans for your future. Our new Financial Impact of Caregiving Report, highlights what caregivers are experiencing and the support that can make a meaningful difference.

Hear what caregivers are saying: https://bit.ly/4yAvTm2



Source: Edward Jones and Harris Poll, in partnership with Age Wave, 2026.

10/16/2026

From equity awards to diversification, I can help you make the most of your executive compensation strategy. Send me a message to schedule a consultation.

10/15/2026

The recently announced 2027 Social Security cost-of-living adjustment (COLA) may provide added flexibility for some retirees. But understanding how changes to Social Security fit into your overall retirement income strategy is just as important as the increase itself.

If you're thinking about how Social Security, portfolio withdrawals and other income sources work together in retirement, I'm here to help you evaluate your options and create a strategy that aligns with your goals. Click to read more in the article below:

Social Security announces 2027 cost-of-living adjustment for benefits