Edward Jones-Financial Advisor: Forrest Williams

06/15/2026

We break down the latest Social Security Trustees Report – what's changed and our recommendations around focusing on what you can control.

Social Security 2026 Trustees Report Released

06/15/2026

The best country artists don't just write for the moment — they write for the memories. For the road trips and the rides home, for the time with friends, for the years from now when a song brings it all back.

The memories that make life rich. It's the same philosophy that we bring to every client's financial plan.

Because your legacy isn't built on a one-hit wonder — it takes discipline, a strategy and someone who's there for you in every season of life.

Let's connect and start planning for what’s next.

06/12/2026

Edward Jones’ new research with Gallup shows something powerful: Only 16% of Americans are financially fulfilled, meaning their finances support the life they want. But financial wellbeing isn’t defined by income or net worth alone. It’s driven by confidence, alignment with personal values and a sense of security and direction.

If this is something you’d be interested in, let’s connect. I’m here to help you make your money work for you.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 2026.

06/10/2026

Markets continue to climb on strong earnings and improving global sentiment, but what does that mean for your portfolio?

Investment Strategy Analyst Brock Weimer breaks down what’s fueling the rally and why staying diversified and anchored to your long term goals may matter more than trying to time market peaks.

https://bit.ly/4ouAmmT

06/09/2026

Your team at Edward Jones works like a great pit crew. We anticipate, prepare and move with purpose, so you can focus on what's ahead. We all work together to keep your financial life on track, so you can keep moving toward your goals.

06/08/2026

We’re proud to share that Edward Jones has once again been recognized as a 2026 Fortune 500 company for the 14th consecutive year, ranking among the largest companies in the U.S.

This recognition reflects the continued growth of our firm, the trust our clients place in us, and the dedication of colleagues across the organization who continue to move our business forward every day.

Growth at this scale is built over time, through strong relationships, long-term commitment, and the collective work of our financial advisors, branch teams, and home office associates, whose commitment to our clients and communities drive our success every day.

We’re proud of what we’ve built together, and even more proud of the people behind it.

Disclosure: 2013-2026 Fortune 500, published May - June each year, data as of December of prior year. Compensation provided for using, not obtaining, the rating.

06/08/2026

What now? That’s the question many investors are asking following a sharp selloff in AI and semiconductor stocks. On Bloomberg’s “The Close,” our Principal, Head of Investment Strategy Mona Mahajan breaks down the key forces shaping the markets – from cooling tech momentum to a rebound in the labor market – and how that may shape investment decisions.

Watch the full interview: https://bit.ly/3SqFBIa

06/02/2026

Your financial goals are unique — and helping you reach them is my goal. That’s why I offer financial planning designed around your needs. See if it’s right for you.

Discover the power of planning: https://bit.ly/3REMw0h

05/29/2026

I do more than help you invest — I help you plan. I offer fiduciary, comprehensive financial planning with actionable guidance for your goals, cash flow and legacy. See if it’s right for you.

Discover the power of planning: https://bit.ly/4wZeL9Q

05/28/2026

Managing your own investments? Even smart people miss things. Estate considerations, tax strategies, health care costs in retirement. A fresh set of eyes catches what you overlooked. Call me and let's see how I can help.