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Edward Jones - Financial Advisor: Peggy Grimmer

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Edward Jones - Financial Advisor: Peggy Grimmer

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CFP®, ChFC® Edward Jones is a financial-services firm dedicated to serving the needs of individual investors.

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11/02/2026

Capital gain distributions can catch investors off guard, especially in taxable accounts. As year-end approaches, it's important to understand how these distributions work, potential tax implications and strategies that may help you manage them.

Reach out if you'd like to discuss how these considerations fit into your overall financial plan.

Learn more:

Capital gain distributions: What to know before year end

10/30/2026

Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a strategy around your legacy goals. Send me a message, and let’s find time to connect.

10/28/2026

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/4ibSvEz

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

10/21/2026

Building wealth takes thoughtful planning. I help families in our community develop strategies to manage wealth today while preparing future generations for tomorrow. Reach out to learn more.

10/14/2026

Creating wealth is about planning for the future. I can help you explore strategies to manage, protect and pass on your wealth. Let’s discuss how a financial plan can make all the difference.

10/07/2026

I offer advanced services to help simplify your financial life. The time to shape your legacy is now — let's connect.

09/30/2026

Even though 32% of Americans experience are financially stressed and money is a constant source of pressure, 73% are using the internet as a source of financial advice, and largely managing their finances alone. This is where a financial advisor can make a difference. Research shows that financially fulfilled adults are 4.3x more likely to work with a financial advisor compared to financially stressed adults.

If financial stress is something you’re dealing with on your own, you don’t have to. Let’s talk through where you are and where you want to go.

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

09/28/2026

As the third quarter comes to an end, three numbers are moving markets — $100 oil, a 5% yield on the 10-year Treasury, and 35% earnings growth. Two are headwinds, and one is the reason the market hasn’t buckled. Senior Global Investment Strategist Angelo Kourkafas breaks down each number and what it means for your portfolio.

09/10/2026

Financial fulfillment is about more than money. It's having confidence in your future, being prepared for the unexpected, and feeling in control of your financial life.

Research from Edward Jones and Gallup found that financially fulfilled individuals often:
• Have an emergency fund
• Follow a retirement strategy
• Save for major goals
• Have an estate plan
• Work with a financial advisor

Financial fulfillment may be closer than you think. Let's talk about the steps that can help you get there.

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

Content provided by Edward Jones

09/08/2026

As we head towards the back half of 2026, it’s a good time to step back and remember three important ground rules for long-term investors. Principal, Head of Investment Strategy Mona Mahajan discusses strategies and best practices for investing during uncertainty.

Watch the full episode: https://bit.ly/4id4PVw

Address

2650 Mormon Trek Boulevard Suite 200
Iowa City, IA
52240

Opening Hours

Monday	8am - 4:30pm
Tuesday	8am - 4:30pm
Wednesday	8am - 4:30pm
Thursday	8am - 4:30pm
Friday	8am - 4:30pm

Telephone

+13193544007

Website

facebook.com

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