Edward Jones - Financial Advisor: Jeff Erekson

05/13/2024

Your Mother’s Day tradition may involve sending flowers, hosting a celebratory brunch or simply giving mom a call. But if your mother is caring for someone with Alzheimer’s, you may also consider sharing this link to the Alzheimer’s Association’s resources for caregivers: https://www.alz.org/help-support/caregiving.

If she is one of the 4.2 million women in America who have Alzheimer’s, you can honor her by considering starting or joining an Edward Jones Walk to End Alzheimer’s®️ team at alz.org/edwardjones.

Contributing to a cause and participating or volunteering for a charity or charitable event is a personal decision and completely voluntary.

05/13/2024

2023 marked the third year of our renewed, five-year strategic alliance with the Alzheimer’s Association. Our continued support will enhance care and support programs, provide educational materials, fund critical Alzheimer’s research, impact early detection, and enhance care and access to Alzheimer’s resources for underserved individuals and communities.

Learn more in our sixth-annual Purpose, Inclusion and Citizenship Report, Growing Our Impact: https://bit.ly/3UB7JWJ

01/22/2024

For 2024, April 15 is the big tax filing deadline. But other deadlines, such as when certain tax forms need to be furnished, are worth noting as well. Use this tax calendar to help you be aware of some of the approaching deadlines.

12/04/2023

’Tis the season for giving — but don’t forget to give to your future self by ensuring you have a sound retirement plan in place. Here are some steps to help ensure your path to retirement is right on track.

Follow these simple steps to help ensure your path to retirement is on track as we enter the new year.

11/09/2023

Tech support scams are on the rise, costing investors millions of dollars each year. Learn how to spot these scams here: https://bit.ly/47nuRwp

10/02/2023

October is Cybersecurity Awareness Month. A growing number of scams are targeting investors and their money. Fortunately, there are steps you can take to help protect yourself. Here are some tips to help keep you cyber-safe:

Following time-tested investment principles can help you manage risk. But did you know some of these tips can also work to help keep you cyber safe?

09/11/2023

Check out these details about all your education savings options, and let's meet to understand what vehicle might work best for you.

From 529s to bonds, etc.

08/03/2023

While the expectation in early 2023 was to anticipate a mild, brief recession, it has yet to happen.

Our Monthly Market Compass helps keep you in the know about changes in the market, but also looks ahead to what may be down the road.

07/03/2023

Are you tempted to hang on to cash during volatile markets? Let your “why” be your guide.

Are you tempted to hang on to cash during volatile markets? Your goals — and your strategy for reaching them — should drive your cash decisions instead.

06/05/2023

You’ve worked hard to get to retirement — which is why it is important to protect what you’ve earned. Here are the top three risks to your retirement funds as well as some actionable tips for how to avoid them.

Retirement risks

05/11/2023

Planning to retire in the next few years? It’s not too late to make a difference in how much you’ll have available in retirement.

These six tips can help you maximize your retirement savings as you near retirement.

04/10/2023

Here are the benefits of investing in a donor-advised fund, but let's meet to discuss if they make sense for your financial goals.

Learn how our donor-advised fund can help you support the causes you care about.