Edward Jones-Financial Advisor: Todd Miller

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Edward Jones-Financial Advisor: Todd Miller

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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

11/04/2026

Stepping into a financial advisor role doesn’t have to feel like an all‑or‑nothing leap. Many professionals look for a path that offers stability while they continue learning and growing into greater responsibility. If that balance matters to you, it may be worth connecting and comparing notes.

11/03/2026

AI-related stocks faced renewed scrutiny last week as investors reassessed the sustainability of the AI investment cycle, while market leadership broadened to include more defensive sectors. At the same time, the Federal Reserve held interest rates steady, underscoring its continued focus on balancing inflation risks with economic growth.

Brian Therien, Senior Fixed Income Analyst, explores the forces driving the recent market rotation, key risks investors are monitoring, and why diversification remains important in the latest Weekly Market Wrap: https://bit.ly/4iVF7Vj

10/29/2026

Traditions. Rivalries. The friendships you’ve had since that first game. As the Official Wealth Management Partner of the Big 12 Conference®, 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.

The Big 12 Conference, Inc. is not a current Edward Jones client. The Big 12 Conference, Inc. was compensated for this endorsement. See details at edwardjones.com/sports?utm_term=1093482&utm_source=facebook&utm_medium=social_media&utm_content=3357143&c3nid=1093482_facebook_3357143&c3ch=BranchSocialMedia&EID=MDAwMDAwMTg4MjkyMg%3D%3D.

10/28/2026

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/47MZFcj

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

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

10/27/2026

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/4i9m0XJ

10/22/2026

Those who serve our country often face unique financial considerations. As a financial advisor with the Certified Military Financial Advisor®, CMFA, designation, I've completed additional training designed to increase my understanding of financial topics affecting members of the military community.

If you serve, have served or support a loved one in the military, let's connect to discuss your goals.

The Certified Military Financial Advisor® program is not affiliated or endorsed by the U.S. Department of Defense, or any other federal or state government program.

10/21/2026

Significant wealth often brings unique planning considerations. As a financial advisor with the Accredited Wealth Management Advisor™, AWMA®, designation, I've completed additional training focused on helping individuals and families make informed decisions around wealth accumulation, preservation and legacy planning.

Whether you're focused on preserving wealth, supporting future generations or creating a lasting legacy, a thoughtful plan can help bring clarity and confidence to the path ahead. Let's connect.

Accredited Wealth Management Advisor™, AWMA®, and the AWMA® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

10/20/2026

Building wealth is one achievement. Preserving it for the future is another.

As a financial advisor with the Accredited Wealth Management Advisor™, AWMA®, designation, I’ve completed additional training to help clients address complex wealth management needs, from preparing for retirement to creating strategies for wealth transfer, charitable giving and supporting future generations.

I'd be happy to discuss how your financial strategy aligns with your current goals and future aspirations.

Accredited Wealth Management Advisor™, AWMA®, and the AWMA® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

10/08/2026

An important part of protecting your financial future is staying vigilant against fraud and cyber threats. This Cybersecurity Awareness Month, I encourage you to stay vigilant, protect sensitive information and be aware of common scams that continue to evolve. If you have questions about fraud prevention or protecting your financial information, I'm always available to help.

In the meantime, I invite you to explore more resources and guidance here: https://bit.ly/4j6tsDN

Address

442 Marrett Road Suite 2
Lexington, MA
02421

Opening Hours

Monday

8am - 5pm

Telephone

+17818608809

Website

https://www.edwardjones.com/us-en/financial-advisor/todd-miller

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