Edward Jones-Financial Advisor: Jake Wood

02/23/2026

If you’re among the tax filers receiving a refund this year, how can you make the most of it? Here are four tips to help get you started.

If you receive a tax refund this year, you can make it work for you — helping build more financial stability and helping you create a more secure future.www.edwardjones.com/us-en

01/09/2026

Learn more about portfolio performance, and check out our recommendations for disciplined investors.

09/18/2025

While many people dream of retiring, most don’t have a clear vision of what retirement looks like day to day. Asking yourself these five key questions can help you achieve your ideal retirement.

Your retirement should be everything you want it to be. Start planning for the next chapter of your life by defining your retirement goals.

09/11/2025

One of the biggest questions people have about retirement is how long their savings will last. If you’ve been wondering the same thing, these tips can help ensure you have enough saved for retirement.

How long your money will last in retirement depends on your investment strategy, withdrawal plan and more. Learn how to make your money last in retirement.

09/04/2025

It's not just how much you save, how you save it is also important. Learn how asset consolidation can be a key part of your financial strategy.

You work hard for your income. Here are some ways to help ensure your retirement dollars are working hard for you.www.edwardjones.com/us-en

08/19/2025

Bond markets are pricing in a Federal Reserve interest rate cut as soon as September. What could this mean for your fixed-income portfolio?

Find out what’s impacting fixed income, including bonds and cash, as well as strategies for disciplined investors to consider.www.edwardjones.com/us-en

08/04/2025

Did you know it’s National Retirement Security Month? Find out if you’re staying on track to hit your financial targets with our retirement calculator.

Not quite hitting the mark or want some help to better reach your goals? Contact me and we can craft a strategy together.

Learn more: https://bit.ly/4fjypoV

07/24/2025

Taxes are often an important concern for high earners. Looking for some tips to help become a more tax-efficient investor? Check out this list of suggestions and then schedule time for us to discuss.

Practical and proven strategies you can take to become a more tax-efficient investor.

04/17/2025

We hope the spirit of Easter brings you and your family festivities full of joy and happiness. May the resurrection of Christ ignite a fire within your faith and breathe new life into your hopes. Wishing you a Happy Easter.

04/14/2025

03/18/2025

If you’ve built a portfolio containing an appropriate mix of investments, based on your goals and risk tolerance, you’ve got a good foundation to help you withstand a down market.

Strategies for every stage

12/16/2024

One strategy for ramping up your retirement savings is to increase your 401(k) contributions any time your salary goes up. This can help you stay on track as you work toward your retirement goals.

Funding your 401(k) comes with many benefits. Learn how much you should consider contributing to your 401(k) as your salary increases.