Edward Jones- Financial Advisor: Justin Montanari

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

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.

08/15/2026

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/4zjqFwF

02/27/2026

Tax bill got you down? It may be time to make some adjustments so next year’s tax season isn’t so frustrating.

Learn about different options that may be available to you to help you reduce your tax liability.www.edwardjones.com/us-en

02/25/2026

Tax season can be a stressful time even without the worry of unintentionally making a filing mistake. Here are five common tax-filing mistakes and what you can do to help avoid them.

Before you file your taxes this year, be sure to avoid these five common tax-filing mistakes.

09/04/2025

When you consolidate your retirement accounts with my office, I can see the “big picture” of your retirement savings more clearly and help align your strategy with it.

You work hard for your income. Here are some ways to help ensure your retirement dollars are working hard for you.www.edwardjones.com/us-en

09/02/2025

2025 has already been a roller-coaster ride for investors. What do we see next? Head of Investment Strategy Mona Mahajan outlines three views we’re watching and shares some opportunities for investors today.

Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...

08/13/2025

Despite early volatility, markets hit new highs in mid-2025. So what's ahead? Our Senior Global Investment Strategist Angelo Kourkafas shares insights on growth expectation, inflation, interest rates and where to focus your investment strategy in the second half of the year.

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08/11/2025

Small details can make a big difference in your financial life. Give me a call or click the link to learn more about how we can fine-tune the details of your financial strategy: edwardjones.com/details

06/11/2025

The first half of 2025 has seen shifting markets and investment performance. How should you prepare your portfolio for the rest of the year?

Learn more about portfolio performance, and check out our recommendations for disciplined investors.