Edward Jones-Financial Advisor: Andrew Woerner

06/03/2026

Saving for education isn’t one-size-fits-all. From 529 plans to other flexible strategies, there are several ways to help prepare for future education costs — and the right choice depends on your goals.

Learn how different savings approaches can work together: https://bit.ly/43LLz8Z

05/29/2026

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...

05/05/2026

Now that your business is heading in the right direction, it’s a good time to consider your financial future.

Read through your options

04/21/2026

Market conditions can change fast — but your strategy doesn’t have to. Set clear goals, review your progress regularly and keep your portfolio diversified to help you stay on track no matter what the market is doing.

Ready to put these habits into practice? Let's strengthen your long‑term strategy.

Market sentiment, policy backdrop, and geopolitics can change quickly.www.edwardjones.com/us-en

04/13/2026

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

03/25/2026

The news is out! Edward Jones has been ranked No. 1 by JD Power for Client Satisfaction among Advised Investors. We couldn’t be happier because clients are everything to us. And no two are alike! We enjoy getting to know each one personally so we can provide trusted, tailored advice and wealth management solutions. Reach out if you’d like to get started.

Legal Disclosure: JD Power 2026 U.S. Full Service Investor Satisfaction Study among Wealth Management Firms for Advised Investor Satisfaction, published March 2026, data as of January 2026. Compensation provided for using, not obtaining, the ranking. For JD Power 2026 award information, visit jdpower.com/awards.

02/12/2026

Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents can help you determine how to address your unique needs. Here's what you should know.

A comprehensive estate plan involves multiple documents, but two key ones include a will and a living trust. It’s important to understand how these documents differ.www.edwardjones.com/us-en

01/29/2026

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

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

01/13/2026

How often are your employees receiving financial education to help them save for retirement and other goals?

Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.www.edwardjones.com/us-en

12/23/2025

Edward Jones investment strategists take you through the highlights of our 2026 Outlook and share planning strategies to help diversify and position your portfolio in 2026. Reach out with any questions.