Edward Jones-Financial Advisor: Ian Napier

06/03/2026

We believe in taking a team approach. This often gives us the opportunity to collaborate with tax, legal or other professionals working with our clients so we can better help them reach their goals. Find out more about how we can work together.

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06/02/2026

Collaboration can be key! We believe in creating a comprehensive team approach for our clients by working with their legal and tax professionals. Contact us today to find out how our estate and trust services can help you provide a higher level of client service.
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06/01/2026

It's National Homeownership Month, and while estate considerations aren't a fun topic to discuss, it is something very valuable for you and your family.

Work with your attorney to make sure you have the appropriate plan that will help protect your legacy.

Learn more: https://bit.ly/3RDnFde

06/01/2026

This Pride Month, we celebrate and support all our LGBTQ+ family and friends, and invite you to join us in creating a more inclusive community for all.

06/01/2026

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an accelerating AI investment and robust corporate profit growth, reinforcing the constructive case for equities. However, elevated inflation may keep rate cuts off the table and limit near-term progress in bond markets.

Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/3PRQDFG

05/31/2026

We recommend a long-term approach to help you achieve your financial goals. Check our current rates for certificates of deposit (CDs), bonds and other investments and loans. Then we can tailor a strategy to work toward that future you desire.

Our latest rates for certificates of deposit (CDs), bonds and other investments and loans.

05/30/2026

One of the most frequent conversations I have with families is how to balance education savings with retirement goals. With a clear, structured plan, you don’t have to choose one over the other. Let’s talk about what balance could look like for your family.

05/29/2026

It’s 5/29 or 529 Education Savings Day. Take this as your cue to learn more about your options to save for your children’s, family members’ or even your own future education. But you don’t have to go on this education finance journey alone — contact me with any questions. Together, we can craft a strategy to help you meet your goals.

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

05/28/2026

When accounts, cards, and goals live in different places, it can be hard to see how everything fits together. Even simple decisions can feel more complicated than they need to be. ��

When more of your financial picture comes together, clarity improves and confident decisions can follow. ��

All your finances viewed in one place with Edward Jones®️ Everyday Solutions Checking and Credit Cards powered by U.S. Bank®️.

Learn more: https://bit.ly/3Q8sR8n