Edward Jones: Kimberley Greenwald-Financial Advisor

10/31/2026

Trick or treat! Wishing everyone a safe and spooktacular Halloween.

10/30/2026

Traditions. Rivalries. The friendships you’ve had since that first game. As the Official Wealth Management Partner of the Big 12 Conference®, we know it all matters because we’re invested in what makes you, you. Let’s work together to build a personalized financial strategy that takes it all into account.

The Big 12 Conference, Inc. is not a current Edward Jones client. The Big 12 Conference, Inc. was compensated for this endorsement. See details at edwardjones.com/sports?utm_term=1072676&utm_source=facebook&utm_medium=social_media&utm_content=3357143&c3nid=1072676_facebook_3357143&c3ch=BranchSocialMedia&EID=MDAwMDAwMTg3Mjg3NQ%3D%3D.

10/29/2026

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

10/28/2026

Practice. Teamwork. Trust. A lot of preparation goes into game day. The same is true for building your financial game plan. As the Official Wealth Management Partner of the Big 12 Conference®, Edward Jones financial advisors are ready to help you plan ahead for the moments that matter.

We’re proud to support the Big 12 Conference and proud to help you create a financial game plan designed around your goals. Contact our office to get started today.

The Big 12 Conference, Inc. is not a current Edward Jones client. The Big 12 Conference, Inc. was compensated for this endorsement. See details at edwardjones.com/sports?utm_term=1072676&utm_source=facebook&utm_medium=social_media&utm_content=3357142&c3nid=1072676_facebook_3357142&c3ch=BranchSocialMedia&EID=MDAwMDAwMTg3Mjg3NQ%3D%3D.

10/27/2026

We are so excited to be the Official Wealth Management Partner of the Big 12®. Edward Jones knows every win starts with a smart game plan. Our hometown team is here to help you build yours. We're proud to be invested in your traditions and helping you plan for what's next. Reach out to get started today.

10/27/2026

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/4jJZtBY

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



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

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/4zW43BS

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

10/23/2026

The market story is often bigger than the headlines. Our Quarterly Market Outlook looks beyond the headlines and provides Edward Jones’ perspective on the economy, the markets, and what it may mean for your portfolio.

Learn more here: https://bit.ly/4ies7IK

Our investment strategists provide Edward Jones’ perspective on the economy and the markets, and what it may mean for your portfolio.

10/22/2026

The recently announced 2027 Social Security cost-of-living adjustment (COLA) may provide added flexibility for some retirees. But understanding how changes to Social Security fit into your overall retirement income strategy is just as important as the increase itself.

If you're thinking about how Social Security, portfolio withdrawals and other income sources work together in retirement, I'm here to help you evaluate your options and create a strategy that aligns with your goals. Click to read more in the article below:

Social Security announces 2027 cost-of-living adjustment for benefits

10/21/2026

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That's why I'm proud to share that Edward Jones offers eligible U.S. clients complimentary access to Carefull®, a service designed to help monitor financial activity, identify potential warning signs and provide alerts that can help detect fraud before it happens.

Reach out to get started or click this link to learn more about Carefull: https://bit.ly/4zGL4Lj