Edward Jones - Financial Advisor: Frank Wynne

09/02/2026

The enactment of the One Big Beautiful Bill Act (OBBBA) will bring changes to charitable deductions in 2026 that may impact your deductions of future contributions. Don't hesitate to reach out with questions.

The enactment of the One Big Beautiful Bill Act (OBBBA) will bring changes to charitable deductions in 2026 that may impact your deductions of future contributions.

08/31/2026

Large IPOs can come with a lot of fanfare. But in the early days of public trading, it can be difficult to separate long-term fundamentals from short-term momentum.

We break down what history shows about IPO performance – and share key considerations to help investors stay grounded in the fundamentals:

Initial public offerings (IPOs) tend to attract a lot of investor interest, especially when the company is large and well-known. The excitement can be tempting, but it doesn't always lead to strong investment results. We encourage investors to look beyond the headlines and focus on whether the share...

08/30/2026

One of the drawbacks of some types of retirement accounts is the relatively low contribution limits permitted by the IRS. However, there are tools that can help you save more for retirement while reducing your tax burden in retirement.

Ready to optimize your retirement savings? The mega backdoor Roth guide from Edward Jones covers implementation, tax implications and strategic planning.

08/29/2026

Ready to be your own boss? Owning your own business can be as challenging as it is fulfilling. Prepare mentally and evaluate the legal and tax changes you’ll experience as you transition to working for yourself.

Learn more about the basics of entrepreneurship From Edward Jones and EVERFI

08/27/2026

Your online protection matters and credit card theft can happen at any time. This Identity Theft Awareness Week level up your defense by learning strategies to help manage a credit card and your personal information responsibly.

Learn how credit cards work, what features to look for, and how to manage a credit card responsibly. From Edward Jones and EVERFI

08/25/2026

You live together, why not save together? During America Saves Week start your family conversation about money and decide on strategies that can help you all work towards that next goal.

Learn about topics, strategies, and best practices for having family conversations about money. From Edward Jones and EVERFI

08/23/2026

Happy Financial Literacy Month! Your financial voyage is unique and our lessons are your compass for financial capability. This month, let’s navigate the seas of financial growth together.

Realizing your dreams starts with smart investing

08/21/2026

Life insurance isn’t always easy to understand, but figuring out how much you should get to keep your family protected is a good place to start. Use our life insurance calculator, “L-I-F-E,” to get an estimate: https://bit.ly/3Sk1mKi

08/19/2026

Big life changes can bring big financial questions. Marriage, a new child, divorce or the loss of a loved one can all impact your estate plan—and may signal it’s time for a check-in.

Learn which moments matter most and how to help keep your wishes up to date: https://bit.ly/45C60WY

08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.