Edward Jones - Financial Advisor: Dara Truax

11/03/2026

Get a lay of the land and check out our current rates for certificates of deposit (CDs), bonds, loans and other investments. Then contact me so we can develop strategies for a long-term approach to help ensure you reach your financial goals. Learn more: https://bit.ly/3WbxCkq

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

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

10/29/2026

Can your retirement savings grow tax-free? Roth IRAs could be your ticket to tax-free income in retirement. If you’re considering opening a Roth IRA, give me a call and I’d be happy to help you develop a retirement strategy that’s right for you.

Learn about this type of IRA, which allows for after-tax contributions with the potential for tax-free income in retirement.

10/26/2026

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/4i6ie1d

Download the Financial Impact of Caregiving report: https://bit.ly/4Bu0qEP



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

10/12/2026

If you own a business with no employees and are maxing out an owner-only 401(k), there may be even more ways to save for retirement.

404 Errorwww.edwardjones.com/us-en

09/29/2026

Please let me know if you have any interest in learning more about your social security benefits. This will be a great event to answer lots of questions.

Pre-Social Security age is a great time to consider when to start your benefit. I know there are many questions around this topic, and we want to help answer them. If you want to learn more, please come to my event on October 6. We'll have an expert there to help guide you and shed some light on a difficult topic.
Please share this with anyone you know that's approaching age 62, or hasn't yet started collecting their benefit.

09/25/2026

An owner-only defined benefit plan can help you secure a predictable retirement income. Let's evaluate whether this plan fits your goals.

Saving for retirement is paramount when you work for yourself.

404 Errorwww.edwardjones.com/us-en

09/23/2026

This seminar is going to be great. Full of good information around when to start your Social Security benefit. I'll have an expert to answer any questions you have AND there's gonna be a free dinner. Let me know if you're interested!

Pre-Social Security age is a great time to consider when to start your benefit. I know there are many questions around this topic, and we want to help answer them. If you want to learn more, please come to my event on October 6. We'll have an expert there to help guide you and shed some light on a difficult topic.
Please share this with anyone you know that's approaching age 62, or hasn't yet started collecting their benefit.

09/21/2026

What might investors make of the Federal Reserve's first rate hike since 2023?

Our Principal, Head of Investment Strategy Mona Mahajan breaks down the key takeaways from the September meeting, including the path for future rates, the inflation outlook and what continued economic resilience could mean for markets.