Edward Jones- Financial Advisor: Daniel Cossu

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Edward Jones- Financial Advisor: Daniel Cossu "Wealth is only a source of happiness when it is used to do good for others"- Dennis Waitley

What would happen if you had to retire sooner than expected?Many people focus on their target retirement date but spend ...
10/08/2026

What would happen if you had to retire sooner than expected?

Many people focus on their target retirement date but spend less time preparing for the possibility of an earlier exit due to a job loss, health issue or family caregiving needs.

If you'd like to explore how your retirement strategy would hold up under an unexpected scenario, let's talk. Planning for the "what-ifs" today can help reduce stress tomorrow.

Concerned about a forced retirement? 4 tips to prepare

AI-powered scams are becoming increasingly sophisticated, making it harder to distinguish legitimate requests from fraud...
10/07/2026

AI-powered scams are becoming increasingly sophisticated, making it harder to distinguish legitimate requests from fraud. Understanding common tactics can help you better protect yourself and your financial accounts.

Take a look at these five emerging scam types and practical steps you can take to stay vigilant.

5 AI-powered financial scams that are hard to spot

October is Breast Cancer Awareness Month—a time to stand with survivors, honor those we’ve lost and support the millions...
10/06/2026

October is Breast Cancer Awareness Month—a time to stand with survivors, honor those we’ve lost and support the millions of individuals and families affected by breast cancer. This month, we encourage conversations, screenings and shared strength—because no one should face breast cancer alone.

With the 2026 midterm elections approaching, investors are once again asking what politics may mean for markets and whet...
10/05/2026

With the 2026 midterm elections approaching, investors are once again asking what politics may mean for markets and whether the elections have the potential to disrupt this year's positive momentum. Here's what history says – and what's different this time:

With the 2026 midterm elections approaching, investors are once again asking what politics may mean for markets and whether the elections have the potential to disrupt this year's positive momentum. History suggests that elections often create short-term uncertainty, but they have rarely been the pr...

10/02/2026

With financial fraud on the rise, staying vigilant is more important than ever. Edward Jones continues to work behind the scenes to help safeguard client information—and now, through our relationship with Carefull, we’re offering an additional layer of support.

Carefull helps monitor accounts, track unusual activity, and alert you to potential issues early, making it easier for you and your family to feel more confident in your financial security. And it’s available at no cost to Edward Jones clients in the United States.

If you’d like to learn more, feel free to reach out.

Competing priorities in life can seem overwhelming, but we’re here to help you cut through the clutter. Take our quick “...
10/01/2026

Competing priorities in life can seem overwhelming, but we’re here to help you cut through the clutter. Take our quick “My Priorities” quiz to help determine which goals matter most to YOU. Then we can talk about how to help make those visions for the future materialize.

Ready to develop your financial goals? Give my branch a call today.

Edward Jones is now the Official Private Wealth Management Partner of McLaren Racing. Together, we believe that performa...
09/30/2026

Edward Jones is now the Official Private Wealth Management Partner of McLaren Racing. Together, we believe that performance is the result of preparation, strategy and working with a team you trust. Ready to start working on your road map for the future? Call my office today.

McLaren Racing Limited is not a current client of Edward Jones. McLaren was compensated for this endorsement. For more information, visit edwardjones.com/racing?utm_term=1228175&utm_source=facebook&utm_medium=social_media&utm_content=3339673&c3nid=1228175_facebook_3339673&c3ch=BranchSocialMedia&EID=MDAwMDAwMTkwNjYyOQ%3D%3D.

I enjoyed reading this recent Kiplinger article featuring our Head of Wealth Management and Field Management, David Chub...
09/29/2026

I enjoyed reading this recent Kiplinger article featuring our Head of Wealth Management and Field Management, David Chubak. One point that stood out to me is how many families are balancing long-term goals with desire to support loved ones today.

It’s something that often comes up in conversations with clients, whether it’s helping adult children with housing expenses, student debt or other financial challenges. As David notes, "The reality is we live in an age of financial uncertainty and anxiety like no other." Having open conversations and a thoughtful plan can help families navigate those decisions with greater confidence.

Read the article here: https://bit.ly/4ycdcVP

What financial lesson or value do you hope to pass along to the next generation?

Passing down the wealth you've built over a lifetime, with wisdom and grace, is good. Passing on your values along with the money? Even better.

Running a business is about more than revenue. It’s about purpose, resilience, and investing in something you believe in...
09/25/2026

Running a business is about more than revenue. It’s about purpose, resilience, and investing in something you believe in.

When your everyday business spending and long-term goals are viewed together, you get clearer perspective on what growth really looks like.

Simplify your financial life with the Everyday Solutions Business Card.

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

Traditions. Rivalries. The friendships you’ve had since that first game. As the Official Wealth Management Partner of Du...
09/24/2026

Traditions. Rivalries. The friendships you’ve had since that first game. As the Official Wealth Management Partner of Duke®️ Basketball, we know it all matters because we’re invested in what makes you, you. Let’s work together to build a personalized financial strategy that takes it all into account.

Duke®️ Basketball is not a current Edward Jones client. They have been compensated for this endorsement. See details at edwardJones.com/sports?utm_term=1228175&utm_source=facebook&utm_medium=social_media&utm_content=3335810&c3nid=1228175_facebook_3335810&c3ch=BranchSocialMedia&EID=MDAwMDAwMTkwNjYyOQ%3D%3D.

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