Edward Jones-Financial Advisor: Samuel Myers

08/27/2026

A business retirement plan does more than help your employees save — it signals you are invested in their future. It's also a powerful way to attract and keep the people who help your business grow.

Here's our business owners hub

08/20/2026

How long can the AI cycle last? What could derail the stock market from here? Our Principal, Head of Investment Strategy Mona Mahajan joined CNBC Squawk Box to discuss key questions for investors.

Watch the full interview: https://bit.ly/4g7Gm2t

08/18/2026

Not every review meeting happens in a conference room.

Today provided an opportunity to spend time in a rural setting and reflect on the unique planning considerations that can come with agricultural businesses and farm families.

One of the things I enjoy most about being a financial advisor is learning about the industries and communities that help drive our local economy. Agriculture requires long-term planning, resilience, and a commitment to future generations.

While agriculture is currently a smaller focus area of my practice, I look forward to building more relationships within the farming community and helping families and business owners navigate their financial goals.

Thank you to the farmers and agricultural producers whose hard work supports our communities every day.

08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/4qm8anl

08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

08/13/2026

This year has been a reminder that markets can climb even in times of uncertainty. While risks continue to shape the outlook, we believe strong economic momentum supports opportunities across a range of asset classes. Staying diversified and focused on long-term goals remains one of the best ways to navigate an ever-changing market environment.

Learn more in our August Monthly Portfolio Brief: https://bit.ly/4fUWsMN

08/11/2026

Are you looking for a more strategic way to support the charities you care about?

A Donor-Advised Fund (DAF) can be a powerful charitable giving tool, offering flexibility, potential tax advantages, and the ability to create a long-term giving strategy.

Some potential benefits include:

1) Contributing a variety of assets, including cash, appreciated securities, business interests, and certain non-cash assets

2) Potential tax-free growth of assets inside the DAF, allowing more dollars to go toward charitable causes

3) Avoiding capital gains taxes when donating appreciated investments directly to the DAF

4) "Bunching" multiple years of charitable contributions into one year, which may help itemizing taxpayers maximize deductions under current tax rules

There are important considerations as well:

• Contributions are irrevocable once made
• Investment choices are limited to those offered by the DAF sponsor
• Administrative and investment-related fees may apply

Tax laws continue to evolve, making it more important than ever to coordinate charitable giving strategies with your tax professional and financial advisor.

For many individuals and families, a DAF can be an efficient way to simplify giving while maximizing the impact of charitable dollars.

08/06/2026

When facing a liquidity event, you have a lot to think about — and it’s not just compensation and taxes. What could the future look like for you and everyone who’s important to you? I’m here to help you hammer this out and build a strategy for what's important to you. Let’s chat.

07/30/2026

Travel plans don’t always follow a straight line. Flights change. Schedules shift. Expenses add up.

When your everyday spending and long-term goals are viewed together, it can be easier to make decisions along the way, while keeping your path clearly in view.

Simplify your financial life with Edward Jones®️ Everyday Solutions Checking and Credit Cards, powered by U.S. Bank®️.

Learn more here: https://bit.ly/45CctRz

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