Edward Jones - Financial Advisor: Tarun Bhatia

06/17/2026

Your life is bigger than just a number. Let’s build a plan that supports the life you want to live — across health, family, purpose, and finances. Connect with me if you’d like to learn more.

06/16/2026

If your home has been damaged, you don’t have to face the financial decisions alone. I can help you understand how to handle unexpected costs, and where to find support, so you can start regaining your footing with confidence.

When disaster strikes: 4 steps to take when your home takes a hitwww.edwardjones.com/us-en

06/15/2026

A quick reminder of how critical strong plan administration really is…

Recently worked with a client whose previous retirement plan administrator repeatedly made recordkeeping errors — including continuing to pay benefits to individuals who had left the company over two years ago.

The result? Lost investment earnings, unnecessary plan leakage, and a significant administrative headache to unwind the issues.

Beyond compliance, these mistakes directly impact participant outcomes and employer liability. It’s a clear example of why plan oversight, regular audits, and choosing the right partners matters more than ever.

If you’re not actively reviewing your plan operations, it might be time to take a closer look.

06/12/2026

More than half of Americans feel financially conflicted. But those who feel financially fulfilled? They’re healthier, more connected and more in control of their future.

That’s the difference a thoughtful plan can make. Let’s talk about what a customized plan could look like for you.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 2026.

06/11/2026

The road ahead looks different for everyone. Different goals, different timelines, different milestones. At Edward Jones, we take the time to understand yours so we can help you get to exactly where you want to be.

06/10/2026

A quick reminder: I help business owners design and manage workplace retirement plans—and just as importantly, keep them compliant.
Recently, I spoke with a company that hadn’t filed their Form 5500 since their plan was first established. They were understandably concerned about where to even begin.
Instead of jumping straight into “winning the business,” our team focused on doing the right thing. We walked them step-by-step through correcting the issue, getting filings up to date, and making sure they were back in good standing. Only after everything was cleaned up did we transition into supporting them as an ongoing partner.
This is exactly how we approach every relationship:
👉 Lead with guidance first
👉 Prioritize compliance and transparency
👉 Put the client’s best interest ahead of everything else
If you or someone you know has questions about a retirement plan—whether it’s setup, review, or just making sure things are on track—I’m always happy to be a resource.

06/09/2026

What now? That’s the question many investors are asking following a sharp selloff in AI and semiconductor stocks. On Bloomberg’s “The Close,” our Principal, Head of Investment Strategy Mona Mahajan breaks down the key forces shaping the markets – from cooling tech momentum to a rebound in the labor market – and how that may shape investment decisions.

Watch the full interview: https://bit.ly/4uZr3xN

06/08/2026

Your team at Edward Jones works like a great pit crew. We anticipate, prepare and move with purpose, so you can focus on what's ahead. We all work together to keep your financial life on track, so you can keep moving toward your goals.

06/05/2026

Don’t wait for financial pain—prioritize financial health.

As an advisor, I often half-joke with clients that meeting me is a bit like visiting a doctor.

The first question is usually: “Where does it hurt?”
What’s the pressure point? What’s keeping you up at night?

While I care deeply about your full financial picture, my first responsibility is to diagnose—and help relieve—whatever financial discomfort you’re experiencing right now. Once we address that, we can step back and build a plan that supports your entire financial life.

That said, here’s the real takeaway: Don’t wait until something hurts.

Just like your physical health, your financial well-being benefits from regular check-ups. A proactive conversation can uncover opportunities, prevent future risks, and give you peace of mind—before issues arise.

If it’s been a while since you’ve reviewed your financial plan, it might be time for a no-obligation check-in with a fiduciary advisor.

06/04/2026

Edward Jones delivers personal financial education through on-site seminars, interactive online modules, and one-on-one consultations tailored to your team's unique needs.

Your employees deserve financial knowledge that builds confidence and reduces stress.

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