Edward Jones-Financial Advisor: Dalton Homan

03/04/2026

Tax time doesn’t have to be complicated. With Online Access, you can easily access your tax forms, share them with your tax professional or import them into your tax software — anytime, anywhere.

https://bit.ly/4boEKyQ

02/04/2026

Ready to tackle your financial goals? Online Access helps you track your progress and huddle up with your Edward Jones team on the next play: https://bit.ly/4qiyWev

01/13/2026

Interest rate forecasts? They miss the mark more often than you think. Here’s why rate expectations shouldn’t drive your investment decisions.

Why relying on rate forecasts can mislead investors—and what to consider instead.

01/12/2026

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

01/11/2026

If you don’t need your COLA increase to offset expenses, here’s how to put it to work.

Make the most of the 2026 Social Security COLA increasewww.edwardjones.com/us-en

01/10/2026

If you’re retired, it’s probably unsettling to see drops on your investment statements due to market volatility. Here are five tips to help you deal with market volatility.

When you’re retired, you may feel especially vulnerable to market volatility. But making just a few moves may better help you cope with it.

01/09/2026

These smart strategies can help investors weather the tax changes with confidence.

2026 tax changes: What you need to knowwww.edwardjones.com/us-en

01/08/2026

Selling a home that has increased in value may mean more money for you on closing day — but that increase could be taxed as a capital gain.

Downsizing your home? Watch out for capital gains taxeswww.edwardjones.com/us-en

01/07/2026

Think it's too late to benefit from Roth retirement accounts? Think again. A Roth conversion can help you reap the benefits of a post-tax-advantaged account.

Don’t miss the benefits of a Roth conversionwww.edwardjones.com/us-en

01/05/2026

Start 2026 on the right foot by checking in on your financial goals anytime with Online Access. It’s your one-stop shop for tracking your progress and collaborating with your Edward Jones team.

Connect and view accounts you have elsewhere in Online Access.

12/04/2025

Make sure your financial goals are part of your New Year’s resolutions. With Online Access, you can track your progress toward your financial goals, making it easier to know where you stand with your short- and long-term goals.

Connect and view accounts you have elsewhere in Online Access.

11/12/2025

Whether it's funding your emergency savings or saving for retirement, tracking your goals is easy with Online Access. Sign up today to start making your financial goals a reality.

Learn all about the features and functions of Edward Jones Online Access and our mobile app. Sign up today!www.edwardjones.com/us-en