Edward Jones- Financial Advisor: William Shade

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11/04/2026

Year-end is often one of the best times to review your financial strategy and identify potential tax-saving opportunities. Whether you're looking to maximize savings, take advantage of HSA benefits or make charitable gifts, there are several tax-smart moves worth considering before Dec. 31.

5 year-end tax and planning considerations

10/30/2026

What might the recent AI-driven market selloff mean for investors? Edward Jones Senior Global Strategist Angelo Kourkafas joins Bloomberg to unpack the drivers behind the recent market moves, explain what's happening beneath the headlines, and share perspective on maintaining a long-term investment focus amid volatility.

Watch the full conversation: https://bit.ly/4syUOoz

10/28/2026

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

10/26/2026

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/4BsX6tE

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

10/23/2026

For many farm families, the land represents more than an asset. It's a legacy built through generations of hard work and careful stewardship.

As a financial advisor with the Agriculture Focused Financial Planning™, AFFP®, designation, I've completed additional training to help agricultural producers and farm families navigate important decisions around succession planning, retirement readiness and preserving the future of their operation.

Together, we can create a strategy designed to help protect what you've built while supporting the goals of future generations.

10/22/2026

You've spent years building your operation. The next step is ensuring it continues to support your family, your goals and your legacy.

As a financial advisor with the Agriculture Focused Financial Planning™, AFFP®, designation, I've completed additional training to help farm families address the unique financial challenges and opportunities that come with agricultural ownership, from succession and retirement planning to wealth transfer and long-term asset preservation.

Because protecting your legacy means planning for both the next season and the next generation.

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/47z5dqO

10/18/2026

Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities. Let’s build a financial plan that works for you — reach out to start the conversation.

10/15/2026

On race day, every move is planned, every decision considered. Your financial future deserves the same approach. As the Official Private Wealth Management Partner of McLaren Racing, Edward Jones is invested in your drive. Reach out to my office today, and let’s make a financial plan that helps put you in the driver’s seat.

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=1329490&utm_source=facebook&utm_medium=social_media&utm_content=3351022&c3nid=1329490_facebook_3351022&c3ch=BranchSocialMedia&EID=MDAwMDAwMTg3NzMzNQ%3D%3D.

10/13/2026

Many of the conversations I'm having with clients right now start in the same way – with the news. Clients see market-driven headlines and ask: "How does this affect me and my life?"

In a recent Bloomberg interview, our Managing Partner Penny Pennington discusses how financial planning can help investors look beyond today's market noise and stay focused on their goals.

Watch the full conversation: https://bit.ly/4s0nFSu

If the headlines have you wondering how all of this affects your financial strategy, let's talk.

Address

704 Main Street
Lander, WY
82520

Telephone

+13073357722

Website

https://www.edwardjones.com/us-en/financial-advisor/william-shade

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