Edward Jones-Financial Advisor: Charlie Ouimette

08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

06/18/2026

Many retirees look forward to traveling more in retirement — and the most enjoyable trips often start with a plan. Thinking ahead about how you want to travel, budgeting for the unexpected and prioritizing comfort can make a big difference in both cost and enjoyment.

With fewer calendar constraints and greater flexibility, travel may suddenly feel more possible in retirement.www.edwardjones.com/us-en

06/01/2026

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

06/01/2026

Stay informed while you're away with Online Access. It’s always available for a quick check-in or a deep dive.

https://bit.ly/43LRJG5

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