Edward Jones - Financial Advisor: Dara Truax

09/10/2026

Market headlines got you worried? Staying focused on what you can control can help you feel more at ease. And one of the ways to do that is by diversifying your investment portfolio.

Diversification can't guarantee profits or prevent losses, but it can help manage risk and smooth out some of the ups and downs that can come with investing. However, diversification isn't one-size-fits-all. The right approach depends on your goals, timeline and comfort with risk.

If you'd like to talk about your portfolio or have questions about navigating today's market environment, I'm here to help.



Content provided by Edward Jones

09/04/2026

401(k)s are valuable retirement-saving vehicles—but they’re not your only option. Here are some key differences between 401(k)s and IRAs, and how you could take advantage of both.

Benefits to having both

08/25/2026

From tuition and housing to everyday spending, college introduces new financial rhythms. Seeing everyday money alongside long-term goals can help bring confidence to decisions, now and as this next chapter unfolds.

Simplify your financial life with Edward Jones®️ Everyday Solutions Checking and Credit Cards, powered by U.S. Bank®️.

Learn more here: https://bit.ly/4y7wImJ

The creditor and issuer of this credit card is U.S. Bank National Association, pursuant to a license from Mastercard International Incorporated. Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated.

08/18/2026

Saving for education isn’t one-size-fits-all. From 529 plans to other flexible strategies, there are several ways to help prepare for future education costs — and the right choice depends on your goals.

Learn how different savings approaches can work together: https://bit.ly/3SgH2JK

08/13/2026

Hope you'll join me tonight! Plenty of open space, bring a guest and any questions you have about estate planning (wills, trusts, etc). At the very least, get some exposure to it so you know more about the topic the next time I bring it up to you in conversation. We're gonna have snacks!!

Simply naming a beneficiary isn't always enough when estate planning. Please join us for a free seminar to learn more about the importance of having a detailed plan in place.
Estate Attorney Breahn Vokolek will be there to share the process of estate planning and answer any questions you have.

08/10/2026

hi! I hope you can join me this Thursday for a (no pressure or sales) presentation about estate planning.
I've recently spoken to a young lady who lost a parent and didn't know if there was a will or any estate planning done. Please, don't do the same to your beneficiaries.
Come to the presentation, have some snacks and learn a little bit about the process! Bring a friend (or two). Planning for it can save your beneficiaries SO much money!

Simply naming a beneficiary isn't always enough when estate planning. Please join us for a free seminar to learn more about the importance of having a detailed plan in place.
Estate Attorney Breahn Vokolek will be there to share the process of estate planning and answer any questions you have.

08/03/2026

Simply naming a beneficiary isn't always enough when estate planning. Please join us for a free seminar to learn more about the importance of having a detailed plan in place.
Estate Attorney Breahn Vokolek will be there to share the process of estate planning and answer any questions you have.

07/29/2026

Lost and forgotten 401(k) accounts are piling up!! If you've changed jobs, left behind a retirement account and aren't sure how to find it, I can help.
Give me a call and we can work together to track it down and make sure it's working for you.

07/22/2026

It may be cliché, but most people can’t afford to be blasé about their financial well-being. Take a look at our financial fitness hub to make sure you’re on the right track: https://bit.ly/4ha12b9