Edward Jones - Financial Advisor: Greg Rogers

02/16/2026

After years of dedication and care for our clients and team, Denise is preparing for her well earned retirement later this year. I’m so grateful for everything she has contributed to our partnership - she will be greatly missed.

As we celebrate Denise, we are also excited to share that we have an open Branch Office Administrator (BOA) position. If you or someone you know is organized, client focused, and interested in joining a great team, we’d love to connect.

Please feel free to reach out to me!

04/22/2024

Unhappy with your tax bill this year? Here are 3 things you can do now to help reduce your future tax burden.

3 things you can do now to help reduce your future tax bill

04/17/2024

Did you receive a tax refund this year? If so, you may want to consider using your refund to help you achieve your financial goals. Here's how.

Receiving a tax refund? Consider these options on how to use the money received.

03/26/2024

Have you ever received a call, text or pop-up on your electronic devices alerting you to suspicious activity? Beware, it could be a tech support scam. Learn more: https://bit.ly/49doHjd

03/25/2024

There are only three weeks left to file your taxes—do you have everything you need to file? Use this checklist to help make sure you are all set to file your taxes by the April 15th deadline.

Ready to file your federal income taxes? Use our tax filing checklist to help ensure you have all the tax forms you need to complete your return.

03/23/2024

Tech support scams are on the rise, costing investors millions of dollars each year. Learn how to spot these scams here: https://bit.ly/3Vrk1D5

01/17/2023

Lots of new changes will take effect this year including higher RMD ages and new options for 529 plans. Take a look at what else has changed.

What individuals need to know

12/20/2022

The employee contribution limit for 401(k) plans is increasing a record amount in 2023, but that's not the only change that may impact your savings.

Consider this your cheat sheet for retirement plans, IRAs, and other employee benefits in 2023.

2023 IRS Limits for Retirement Plans, IRAs, and Other Employee Benefits

12/12/2022

• This year the Fed raised rates at a pace not seen since the '70s and '80s, aiming to reduce demand and slow the pace of inflation. As a result, bonds experienced the largest sell-off since records started in 1926, failing to provide their typical diversification benefits.
• As we approach the end of the Fed's tightening cycle and a potential peak in yields, we believe a lot of the bond-price adjustment is now behind us. History also tells us these peaks generally occur about two months ahead of the last Fed rate hike which we think will occur in the first half of next year.
• We see attractive opportunities forming in fixed-income asset classes across bond maturities, as higher yields enhance return potential. With interest rates meaningfully higher now than at the start of 2022, we believe bonds are better positioned to provide diversification benefits.

05/20/2019

Check out this week's market update for details on last week's market moves and a preview of the week ahead.

Take a look at our update.