Edward Jones-Financial Advisor: Cira Forbes

Edward Jones-Financial Advisor: Cira Forbes I know that story well because I've lived it. I understand the pressure of success and the fear of getting behind on your bigger financial goals.

If you found yourself on my page, chances are you've built your success through grit, sacrifice, and a relentless drive to create something lasting not just for yourself but for your family. I was a working mom navigating long hours, career reinvention, and the constant push-pull between ambition and family life. For years, I told myself I'd focus on planning "later". But life doesn't slow down an

d neither do financial risks. I eventually realized that generational wealth isn't built by accident. It's built with intention. Now I help self-made executives and entrepreneurs design strategies to grow, protect, and transfer their wealth with purpose. My clients aren't looking for cookie cutter advice. They want a partner who gets the complexity of their lives. Who helps them turn success into security and legacy. I combined the reach of a Fortune 500 firm with a deeply personal relationship first approach. Whether it's tax strategies, estate planning, charitable giving, or income design we'll create a plan that reflects your values and offers you the freedom that comes with choices ultimately giving you peace of mind. My favorite moment? When clients realize they're closer than they think. If you're ready to start your planning, let's have a conversation about where you are today and where you want to be. My best,
Cira Forbes, CEPA®, AAMS™
[email protected]
/*********/
For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driv...
06/08/2026

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driven inflation have meaningfully shifted the outlook toward potential policy tightening — creating a more complex backdrop for equities and fixed income alike. Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/43o3T83

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an ac...
06/01/2026

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an accelerating AI investment and robust corporate profit growth, reinforcing the constructive case for equities. However, elevated inflation may keep rate cuts off the table and limit near-term progress in bond markets.

Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4fSZr8K

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain thei...
05/26/2026

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain their recent momentum. Senior Global Investment Strategist Angelo Kourkafas provides insights into why yields are rising, why today’s inflation backdrop differs from 2022, and what higher rates may mean for portfolios in the latest Weekly Market Wrap.

https://bit.ly/4fa3gWP

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment ...
05/18/2026

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment Strategist Mona Mahajan explains why fundamentals and staying invested still matter more than seasonality in our Weekly Market Wrap.

https://bit.ly/3R8jINt

Despite ongoing geopolitical noise, markets have increasingly refocused on underlying fundamentals. Strong corporate ear...
05/11/2026

Despite ongoing geopolitical noise, markets have increasingly refocused on underlying fundamentals. Strong corporate earnings, a resilient economy and solid labor market data have helped drive equities to new record highs.

Senior Economist James McCann outlines three key trends to watch in the latest Weekly Market Wrap.

https://bit.ly/4tqqBqM

What Watching Clients Retire Early Taught MeAfter years of advising executives and founders, one truth stands out:Wealth...
05/06/2026

What Watching Clients Retire Early Taught Me

After years of advising executives and founders, one truth stands out:

Wealth alone doesn’t create freedom—clarity does.

The clients who retire confidently aren’t always the highest earners. They’re the ones who aligned cash flow, equity, taxes, and purpose early.

Helping clients build that clarity—especially before major transitions like retirement or an exit—is why I do this work.

Financial planning isn’t about numbers. It’s about making sure your money shows up where your life does.

I enjoy meeting business owners and executives who are thoughtful about growth, leadership, and long‑term success. If you’re open to it, I’m always happy to connect—whether that’s over coffee or a quick phone or video call.

Markets are pushing higher despite geopolitical and energy uncertainty. So what’s driving the momentum?Senior Global Inv...
05/04/2026

Markets are pushing higher despite geopolitical and energy uncertainty. So what’s driving the momentum?

Senior Global Investment Strategist Angelo Kourkafas breaks down how strong corporate earnings, continued AI investment and a resilient consumer and economy are supporting markets in the latest Weekly Market Wrap.

https://bit.ly/4usA6GQ

Address

850 W South Boulder Road, Suite 200
Louisville, CO
80027

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

Telephone

+17205450381

Website

Alerts

Be the first to know and let us send you an email when Edward Jones-Financial Advisor: Cira Forbes posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category