Edward Jones- Financial Advisor: Ivan Shiffman

11/11/2025

On this Veterans Day, let's honor the brave men and women who are serving or have served our country with valor and fought for our freedom. Thank you is not enough.

11/05/2025

Do you have the “drive” to reach your financial goals? Check out these 10 investing rules of the road and schedule an appointment with me, so we can plot the path to help you get where you want to be.

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

10/17/2025

Learning as much as you can about Medicare now can help you significantly once you turn 65, since you'll likely depend upon it to some extent. Understanding how the Medicare premium surcharge could affect you could be key. I'm here to help map out an effective strategy going forward.

High-income retirees may face Medicare surcharge

10/13/2025

Our latest Weekly Market Wrap digs into Friday's sell-off, record gold prices and the continued government shutdown: https://bit.ly/3KRP9rY

10/06/2025

Under normal circumstances, we’d be analyzing the September jobs report. But, with the data on standby due to the government shutdown, we’re shifting our focus to examining where the economy, labor market, Fed policy and financial markets stand as we navigate this period of statistical silence.

A summary of last week's market highlights and economic news.

10/03/2025

By learning how to plan for health care expenses now, including what to expect from Medicare, you can avoid unpleasant surprises later.

Make sure to prepare for costs

09/29/2025

Over the past week, economic data has pointed to a strong U.S. economy. However, two near-term risks could derail the momentum. More on what that might mean for investors in our Weekly Market Wrap.

A summary of last week's market highlights and economic news.

09/26/2025

Are you planning on retiring before 65? If so, you’ll need to account for how you’ll access health insurance before Medicare kicks in. Here are 10 health insurance options to consider as a retiree.

Tips for how to plan for health care costs before age 65.

09/22/2025

While the Fed was virtually unanimous in its decision to cut rates this week, views around the path for future policy are split. More in our Weekly Market Wrap on what this might mean for investors.

A summary of last week's market highlights and economic news.

09/19/2025

Life insurance doesn't just protect your loved ones if something happens to you — it can also help ensure a successful transition from one business owner to the next. Check out these three situations where this can be a useful strategy.

Life insurance isn’t just for protecting your loved ones. See how you can use it for business continuity.

09/15/2025

While the labor market appears to be softening, we expect the economy to stabilize and potentially reaccelerate in the months ahead, supported by tailwinds of fiscal stimulus, monetary policy easing and deregulation. More in our Weekly Market Wrap.

A summary of last week's market highlights and economic news.

09/12/2025

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