Edward Jones - Financial Advisor: Greg Gonzalez, AAMS

11/04/2026

Your online protection matters and credit card theft can happen at any time. This Identity Theft Awareness Week level up your defense by learning strategies to help manage a credit card and your personal information responsibly.

Learn how credit cards work, what features to look for, and how to manage a credit card responsibly. From Edward Jones and EVERFI

11/03/2026

It's National Homeownership Month, and while estate considerations aren't a fun topic to discuss, it is something very valuable for you and your family.

Work with your attorney to make sure you have the appropriate plan that will help protect your legacy.

Learn more: https://bit.ly/4sI3SrB

11/02/2026

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/4zo4l4x

10/30/2026

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/4ziULzN



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

10/29/2026

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/4A2llxe

Download the Financial Impact of Caregiving report: https://bit.ly/4iP7zar



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

10/28/2026

What might the recent AI-driven market selloff mean for investors? Edward Jones Senior Global Strategist Angelo Kourkafas joins Bloomberg to unpack the drivers behind the recent market moves, explain what's happening beneath the headlines, and share perspective on maintaining a long-term investment focus amid volatility.

Watch the full conversation: https://bit.ly/4swNN7U

10/27/2026

Explore our lessons and resources to help you have a less complicated tax season!

Understand why managing your taxes is so important. From Edward Jones and EVERFI

10/26/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/4yGfr3y

A summary of last week's market highlights and economic news.

10/26/2026

Last week, David Clunie joined Great Day Washington to discuss Edward Jones' strategic alliance with the Alzheimer's Association ® and the importance of supporting families affected by Alzheimer's and other dementias. The conversation highlighted the growing impact of the disease, available resources for caregivers and families, and opportunities to get involved in the fight against Alzheimer's.

Watch the full interview here: https://bit.ly/47HiwFO

Learn more about Edward Jones' commitment to the Alzheimer's Association and the Walk to End Alzheimer's, including ways you can support this important cause, on our Walk to End Alzheimer's page.

Sponsored by: Edward Jones. David Clunie, Head of Community Impact & President of Edward Jones Foundation shares how they support the fight against Alzheimer's.

10/23/2026

Do you know about income-related monthly adjustment amount (IRMAA) thresholds? The surcharges on your Medicare premiums could come as a surprise and be significant. Connect with me to discuss strategies to avoid exceeding the next income threshold, which could trigger an extra charge.

4 times IRMAA could have you overpaying for Medicare