Edward Jones: Casey VanEngen

10/31/2026

From equity awards to diversification, I can help you make the most of your executive compensation strategy. Send me a message to schedule a consultation.

10/29/2026

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/4zVW5bN

Download the Financial Impact of Caregiving report: https://bit.ly/4khzd1W



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

10/28/2026

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That's why I'm proud to share that Edward Jones offers eligible U.S. clients complimentary access to Carefull®, a service designed to help monitor financial activity, identify potential warning signs and provide alerts that can help detect fraud before it happens.

Reach out to get started or click this link to learn more about Carefull: https://bit.ly/3UVDJsC

10/27/2026

Your business represents years of hard work and dedication. I can help you think through succession, transition planning and strategies to help support your long-term goals. Send me a message to schedule a meeting.

10/26/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/4zaSu9T

A summary of last week's market highlights and economic news.

10/24/2026

Executive compensation can be complex. I can help you make informed decisions about your financial future — let’s talk about your options.

10/21/2026

Our office is currently accepting new clients by referral.
We are pleased to offer a complimentary, no-obligation portfolio review to your friends and family. Whether someone you know is in a complicated financial situation or unsure if they are still on track to reach their financial goals, sometimes it’s best to get a second opinion. We would be honored to provide them with the same personalized, strategic guidance you’ve come to expect from Edward Jones.

My team’s focus areas include:
• Estate & Legacy Strategies1
• Retirement Savings Strategies
• Retirement Income Strategies
• Charitable Giving
• Values and Faith Based Investing

1Edward Jones does not provide tax or legal advice

10/20/2026

Selling or transitioning a business can take years of planning — but you don't have to do it alone. Let's find time to discuss how my team can help.

10/19/2026

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-oriented and more defensive sectors amid concerns about rates, debt levels and growth expectations.

Mona Mahajan, Head of Investment Strategy, shares her perspective on what's driving the recent market rotation, why the broader fundamental backdrop remains constructive, and what it could mean for investors in the latest Weekly Market Wrap: https://bit.ly/4i6WssG

10/17/2026

Learn how thoughtful planning can help you navigate stock options, RSUs and executive compensation decisions. Reach out to start the conversation.