Edward Jones - Financial Advisor: Vince Perrotta

09/01/2026

Retiring early or switching careers? You might be able to access your retirement savings penalty-free—yes, even before 59½.

You generally can’t tap retirement accounts early―unless you qualify for one of the exceptions.

09/01/2026

Learn more https://bit.ly/4yzpsQP Your business may be one of your greatest assets. I can help you explore strategies for transitioning your business and planning for your financial future.

08/31/2026

Learn more https://bit.ly/4iELyfL I can help you explore key considerations that come with executive compensation and complex wealth.

08/31/2026

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided greater clarity on the Fed's inflation-fighting priorities. Despite seasonal headwinds, the fundamental backdrop for equities remains constructive.

Angelo Kourkafas, Sr. Global Investment Strategist, discusses the latest developments in AI, Fed policy, and markets in this week's Weekly Market Wrap.



https://bit.ly/3UpJzC5

08/31/2026

The OBBBA’s new Social Security tax deduction is a welcome change for many retirees, but it’s also raising important questions. Here’s a helpful resource to make sense of it all.

Breaking down the impact on your retirement income and planning

08/30/2026

https://bit.ly/3Un3ykU Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and create a strategy aligned with your future goals.

08/30/2026

Learn more https://bit.ly/4y5DKrW Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities.

08/29/2026

https://bit.ly/4hWgRCx From equity awards to diversification, I can help you make the most of your executive compensation strategy.

08/28/2026

https://bit.ly/4gAgStt Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managing and preserving wealth for the future.

08/27/2026

Ready to explore what’s possible for the next chapter of your practice?

Join our Explore Your Future webinar for an inside look at how Edward Jones supports experienced financial advisors as they evaluate their options.

Register now: https://bit.ly/4xkwnwJ