Edward Jones- Financial Advisor: Justin Montanari

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.

This is a 404 error, which means you've clicked on a bad link or entered an invalid URL. Maybe what you are looking for can be found at Bitly.com. P.S. Bitly links are case sensitive.

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.

03/31/2025

Expectations for more Federal Reserve interest rate cuts and slower economic growth are impacting bond yields.

Find out what’s impacting fixed income, including bonds and cash, as well as strategies for disciplined investors to consider.www.edwardjones.com/us-en

03/27/2025

I'm pleased to announce we'll be launching Edward Jones Generations, our new private client services tailored to U.S. high net worth clients and their unique needs, later this year. It's the latest way we're innovating and evolving to serve more clients, more completely – and to help them create a lasting, positive impact for generations to come.

Introducing Edward Jones Generations™ — private client services designed around your individual needs and goals.

12/10/2024

We know how hard you've worked to prepare for retirement. The last thing you want now is to get waylaid by unexpected issues. Review these potential risks and then consider our actionable tips to help prepare for them.

Retirement risks