Edward Jones - Matt Taske

06/26/2026

Did you know you can have a 401k and an IRA at the same time,? Visit our financial education center to learn more about the advantages of IRAs and if one is right for you.

Learn about the features, benefits, and different types of IRAs as tools for retirement savings. From Edward Jones and EVERFI

06/25/2026

Every great team knows that one match doesn't define the tournament—it's about consistency and staying in the race. Your financial goals work the same way. Whether markets are up or down, having a partner that will help you stay committed is key. Let’s connect!

06/24/2026

You and your partner may share the same financial goals, but what if your comfort with investment risk isn’t aligned? Finding common ground doesn’t mean giving something up. It means building a plan that works for both of you.

Discover practical ways to talk through differences and move forward together: https://bit.ly/4eutR00

06/24/2026

Even though 32% of Americans experience are financially stressed and money is a constant source of pressure, 73% are using the internet as a source of financial advice, and largely managing their finances alone. This is where a financial advisor can make a difference. Research shows that financially fulfilled adults are 4.3x more likely to work with a financial advisor compared to financially stressed adults.

If financial stress is something you’re dealing with on your own, you don’t have to. Let’s talk through where you are and where you want to go.

Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

06/23/2026

When retirement is just around the corner, an unexpected event or major expense can be unsettling. The good news is you don’t have to jeopardize your long-term future. The key is understanding the pros and cons of all your options.

Learn the considerations for retirees and pre-retirees to tap taxable investment accounts and retirement accounts for cash shortfalls.www.edwardjones.com/us-en

06/22/2026

Shopping for insurance doesn’t have to be overwhelming; you can navigate the insurance market confidently. Visit our site to evaluate plans and make informed insurance buying decisions.

Learn what to consider and how to avoid bad deals when shopping for insurance. From Edward Jones and EVERFI

06/19/2026

Today we honor Juneteenth, the day marking the end of slavery in the United States. May we reflect on this important day in American history and continue to work toward an equitable future for all.

06/18/2026

Emotions and investing usually don’t mix well. Fear, excitement and panic often push investors to buy high, sell low or abandon their strategy altogether.

Before reacting to the latest headline, pause and reconnect with your long term goals. Your retirement, your family’s future and your legacy may depend on it.

Too often, our emotions can be a barrier to our investment success. In these situations, it’s important to take a timeout and remember why you’re investing.

06/17/2026

The majority of Americans are either conflicted or stressed about their finances, but it doesn’t have to be that way. When your finances reflect what matters most to you, everything feels a little more in sync.

That’s why confidence is just as important as the numbers. If you’ve been wanting more clarity, let’s talk.

Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

06/16/2026

Confused about how Social Security works? You’re not alone. Myths persist, but the truth is often far more reassuring. A little clarity can go a long way in building a confident retirement plan.

Learn more: https://bit.ly/4xNeXd0