Edward Jones-Financial Advisor: Joe Bemis

07/16/2026

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

07/13/2026

Even with volatility from geopolitical risks and inflation pressures, disciplined investors have been rewarded with solid broad-based gains over the year. With a constructive global backdrop unfolding, we've refined our guidance to help set up for the second half of 2026, emphasizing diversification to help capture broadening opportunities.

Portfolio Strategist Tom Larm breaks it down in our Monthly Portfolio Brief.

https://bit.ly/4pnbWMK

07/10/2026

Conflict-driven market swings grab attention, but they rarely change the long-term trajectory. Here’s a clear look at what history has shown time and again.

Staying invested despite geopolitical events can pay off in the long run.

07/04/2026

Happy Fourth of July and Happy Birthday America! Enjoy the day! 🇺🇸

07/01/2026

Every great team knows that one match doesn't define the tournament—it's about consistency and staying in the race. Your financial goals work the same way. Whether markets are up or down, having a partner that will help you stay committed is key. Let’s connect!

06/29/2026

Some of the most powerful moments in financial planning aren’t about markets or numbers—they’re about people, and the stories behind the decisions.

For the past 18 years, one client has been quietly, faithfully setting money aside for her granddaughter’s future education. Not for recognition. Not for acknowledgment. Just out of love, intention, and a deep belief in them.

What makes it even more special…

Her granddaughter—and her mother—had no idea how much had accumulated.

And last week, reality set in, there was a moment—one of pure excitement—when they discovered what had been built over nearly two decades.

Eighteen years of consistency.
Eighteen years of patience.
Eighteen years of quiet generosity.

In that moment, what she created didn't just ease a financial burden—it opened doors, expanded choices, and created a memory that lasts a lifetime.

Because the most meaningful gifts aren’t always the most visible ones…

They’re the ones built slowly, intentionally, and revealed at just the right time.

What a special day that was to witness—one I feel truly blessed to have been part of.

06/25/2026

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/3QD3hc2

06/23/2026

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...

06/21/2026

Happy Father’s Day to all the great dads!! I sometimes take it for granted, maybe lose my patience (which is limited to begin with), but wouldn’t trade it for the world. Very blessed! Enjoy the day!

06/19/2026

Last weekend was a great weekend celebrating successes with colleagues and family. Even took home some hardware for my business efforts over the past year.

Next up, Bemis family camp out! 100+ Bemis family members gather for fun and exciting times.

What’s on your agenda this weekend?! Enjoy!