Edward Jones-Financial Advisor: Charlie Ouimette

04/09/2026

Geopolitical uncertainty and oil supply risks pressured markets and lifted inflation concerns. While short-term volatility has increased, long-term return potential remains supportive. For investors, moments like these can be an opportunity to revisit goals, rebalance and put cash to work during pullbacks. Portfolio Strategist Tom Larm breaks it down in this month’s portfolio brief.

https://bit.ly/41XHTQC

04/09/2026

Risks are unavoidable, but you can plan for them. Your retirement strategy should incorporate expectations for risk, and in some cases, it may make sense to insure against them.

Retirement risks

04/09/2026

You’ve planned the “saving” part—now plan the “spending” part. These 10 retirement reminders cover what most people miss, from healthcare to taxes to daily purpose.

From healthcare costs to feeling a lack of purpose, here’s what most people overlook when planning for retirement.

03/02/2026

Geopolitical headlines can stir anxiety. Our Principal, Head of Investment Strategy Mona Mahajan shares three key insights on current events to help investors stay informed and grounded through uncertainty.

03/02/2026

Thinking about your retirement strategy? Roth contributions could be a game changer. They offer tax-free withdrawals, flexibility and even benefits for your heirs. Learn why paying taxes now might make a difference later.

Roth contributions could be one of your smartest retirement moveswww.edwardjones.com/us-en

01/08/2026

Maxing out your retirement accounts seems like a no-brainer. The more you save, the more you’ll have in retirement. But before you do, consider whether it aligns with your other priorities.

Pros and cons of maxing out your retirement accountswww.edwardjones.com/us-en

01/08/2026

Think it's too late to benefit from Roth retirement accounts? Think again. A Roth conversion can help you reap the benefits of a post-tax-advantaged account.

Don’t miss the benefits of a Roth conversionwww.edwardjones.com/us-en

12/19/2025

2026 can be a year of positive returns and steady economic growth, in our view. However, there are potential risks, including AI uncertainty and lingering inflation.

2026 can be a year of positive returns and steady economic growth, in our view, but there are potential risks, including AI uncertainty and lingering inflation.

12/19/2025

At its December meeting, the Federal Reserve cut interest rates for the third time this year, aiming to support a cooling labor market while keeping inflation in check. Here’s what it could mean for your fixed-income investments.

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

12/19/2025

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

12/15/2025

What does financial fulfillment mean to you?

For many of my clients, it’s not just about growing wealth—it’s about building a life of purpose, security and confidence.

That’s why I’m proud to be part of a firm that’s partnering with organizations like Heartland Forward to help more Americans achieve financial fulfillment. Whether it’s expanding access to financial education, supporting small businesses, or advocating for policies that strengthen communities, Edward Jones is committed to making a meaningful impact.

Learn more about this important partnership.

Helping people build lives of purpose, security and financial confidence has become the aspiration of my career. For more than 35 years, I’ve had the privilege of being part of a firm that believes thriving communities begin with listening deeply, understanding what matters most and turning insigh...