Edward Jones-Financial Advisor

10/16/2025

Whether you're getting ready to retire or already there, follow these six tips to help extend the life of your portfolio in retirement.

6 tips to help make your money last in retirementwww.edwardjones.com/us-en

10/16/2025

At Edward Jones, we believe wealth transfer is more than transferring assets—it's about preparing the next generation to thrive.

That’s why Edward Jones’ own Tom Lewandowski, Principal and Head of High Net Worth Segment, spoke with Investment News about the importance of preparing heirs to steward wealth responsibly.

Let’s talk about how you can prepare your family—not just financially, but holistically—for what’s ahead.

With an estimated $84.4 trillion in assets expected to be passed down through generations through 2045, families today need to have more urgency than ever before when it comes to financial planning and navigating family dynamics.

08/21/2025

When you consolidate your retirement accounts with my office, I can see the “big picture” of your retirement savings more clearly and help align your strategy with it.

You work hard for your income. Here are some ways to help ensure your retirement dollars are working hard for you.www.edwardjones.com/us-en

08/21/2025

U.S. stocks have resumed their outperformance following a volatile first half of the year.

Find out what’s driving the international markets, as well as strategies for disciplined investors to consider.www.edwardjones.com/us-en

06/13/2025

Only two of five Americans (38%) feel they are saving enough to reach their goal for future education expenses. If you're one of them, let 529 Day (5/29/2025) be your catalyst to discover how a 529 education savings plan can help.

Source: Edward Jones and Morning Consult research, 2025

Saving money for college

06/09/2025

Whether about tariffs, layoffs or the future of AI, current headlines can lead to a sense of uncertainty for many. These strategies are useful for those trying to stay on track financially.

While causes of market uncertainty can change, certain investment strategies remain useful for those trying to navigate through it while staying on track financially.www.edwardjones.com/us-en

06/09/2025

Risks are unavoidable, but you can plan for them. Your retirement strategy should incorporate expectations for risk, and in some cases, it may make sense to insure against them.

Retirement risks

05/01/2025

Stay up to date with the latest developments, trends and daily insights on the market.

Stay up to date with latest developments, trends, and daily insights on the market. Get a comprehensive look at market movements, international updates, economic indicators, and our expert's analysis.

04/15/2025

Scam artists have been known to impersonate loved ones, tricking older adults into providing personal information that can convince them the call is legitimate. Never give sensitive information (like your social security number or credit card number) over the phone, especially if you can't verify the caller. Learn more about grandparent scams: https://bit.ly/3EbaYA1

04/14/2025

Uncertainty is still the name of the game in the markets. Hear firsthand from our Principal, Head of Investment Strategy Mona Mahajan as she breaks down the sharp rally on April 9 and discusses the importance of time in the market vs timing the market.

Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...

04/13/2025

Some scammers use social media or dating websites to start a relationship with the intended victim in order to ask the victim to send money, usually in the form of gift cards, prepaid money cards or even cash so that it can't be traced. Learn more about romance scams: https://bit.ly/42osubT

04/11/2025

Thieves want you to act without giving you time to think. If you’re feeling pressured, stop and consider the situation. If an offer sounds too good to be true, it probably is. Learn more here: https://bit.ly/4jcm5rI