Edward Jones - Financial Advisor: Timothy J. Gilliam

08/24/2026

How long can the AI cycle last? What could derail the stock market from here? Our Principal, Head of Investment Strategy Mona Mahajan joined CNBC Squawk Box to discuss key questions for investors.

Watch the full interview: https://bit.ly/4ilqlaA

08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/4zjAquN

08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

08/14/2026

Are you and your family ready to learn more about important financial topics? Take that next step and see your knowledge grow by reviewing these short, interactive financial modules.

Real-world advice to help you develop financial skills for all stages of your life www.edwardjones.com/us-en

08/12/2026

New job? What should you do with your 401(k)? Here are four potential options for your 401(k) when leaving an employer.

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

08/10/2026

This year has been a reminder that markets can climb even in times of uncertainty. While risks continue to shape the outlook, we believe strong economic momentum supports opportunities across a range of asset classes. Staying diversified and focused on long-term goals remains one of the best ways to navigate an ever-changing market environment.

Learn more in our August Monthly Portfolio Brief: https://bit.ly/4z8wzAt

07/31/2026

Your financial strategy should reflect what matters most to you. By understanding your financial goals alongside your personal values, I can help design a financial strategy that reflects what’s important to you. Let’s explore what that could look like for you and the causes you care about.

07/29/2026

If you’re retired or nearing RMD age, your withdrawal strategy matters more than you might think. From qualified charitable distributions to thoughtful Roth conversion planning, there may be ways to better manage required withdrawals and their tax impact.

During your working years, you likely built much of your retirement savings in tax-advantaged accounts such as a 401(k) or a traditional IRA.www.edwardjones.com/us-en

07/27/2026

You’ve poured your heart and soul into your business. But are you ready for what comes next?

Whether your goal is to retire with confidence, ensure your loved ones are cared for, or pass along what you've spent years building to the next generation, having a solid financial plan can make all the difference.

As a financial advisor with the Certified Exit Planning Advisor®️ designation, I help business owners think through their next big chapter. If you're ready to start the conversation, I'd be glad to help.

07/17/2026

Your future deserves more than guesswork. It deserves a plan.

As a financial advisor, I see firsthand how increasing complexity, evolving retirement goals and generational wealth shifts are making proactive planning more important than ever. And as a CERTIFIED FINANCIAL PLANNER®️ professional, I help clients align their decisions—big and small—with what matters most.

If you’ve been considering your next step, this is the moment to start the conversation.

CFP Board owns the marks CFP®️, CERTIFIED FINANCIAL PLANNER®️ and CFP®️ (with plaque design) in the U.S.