Edward Jones Financial Advisor: Kenneth Griffin

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Edward Jones Financial Advisor: Kenneth Griffin ​​Edward Jones is a financial-services firm dedicated to serving the needs of individual investors.

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10/22/2026

HYPOTHETICAL EXAMPLE FOR ILLUSTRATIVE PURPOSES ONLY

Meet John and Susan

John (62) and Susan (60) plan to stop working in about three years.

$850,000 in retirement accounts
Pension available for John at age 65
Social Security benefits available in the future
Mortgage paid off
Two adult children

Their Questions:

• When should we start Social Security?
• How much can we comfortably spend each year?
• How should our investments change as we get closer to leaving the workforce?
• What happens if one of us lives much longer than expected?
• How can we help reduce the impact of taxes on future withdrawals?

By creating a written financial strategy before leaving the workforce, John and Susan gained a clearer understanding of their income sources, spending goals, and long-term objectives.

The result wasn't certainty about the future. Rather, it was having a plan to help them make informed decisions and adapt as life changes.

The earlier these conversations begin, the more options may be available.

Hypothetical example for illustrative purposes only. This example does not reflect any actual client experience. Individual circumstances will vary.

10/20/2026

When was the last time you reviewed your beneficiaries?

Beneficiary designations on IRAs, 401(k)s, life insurance policies, and other accounts play an important role in how assets are transferred.

A beneficiary review may be worthwhile after:
• Marriage or divorce
• Birth of a child or grandchild
• Death of a loved one
• Major changes in financial circumstances

Even a well-crafted estate plan can be impacted by outdated beneficiary designations.

A simple review today could help ensure your wishes remain current.

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-ori...
10/19/2026

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-oriented and more defensive sectors amid concerns about rates, debt levels and growth expectations.

Mona Mahajan, Head of Investment Strategy, shares her perspective on what's driving the recent market rotation, why the broader fundamental backdrop remains constructive, and what it could mean for investors in the latest Weekly Market Wrap: https://bit.ly/3Wf3d4v

10/16/2026

What Keeps Most Retirees Up at Night?

It's usually not picking the next hot stock.

More often, it's questions like:

• Will my savings last?
• How will inflation affect my lifestyle?
• What if healthcare expenses increase?
• How much risk should I be taking?
• What happens if I lose my spouse?
• Am I paying more in taxes than necessary?

A well-thought-out financial strategy can help address many of these concerns and provide greater clarity around the road ahead.

10/15/2026

📈 2027 Social Security Update

The Social Security COLA for 2027 is 3.6%, increasing benefits for retirees and other recipients. The maximum monthly benefit at full retirement age rises to $4,188, and the Social Security wage base increases to $192,300.

Understanding these annual changes can play an important role in retirement planning. If you'd like to discuss how Social Security fits into your financial strategy, let's connect.

10/13/2026

Are You Avoiding These Common Social Security Mistakes?

✓ Claiming benefits without a strategy
✓ Overlooking spousal or survivor benefits
✓ Ignoring taxes
✓ Failing to coordinate with other income sources
✓ Assuming one strategy fits everyone

Every situation is different. Understanding your options can help you make more informed decisions about your future income needs.

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previo...
10/12/2026

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previous ones, and does it still have room to run?

Angelo Kourkafas, Senior Global Investment Strategist, shares his perspective on what's helping sustain this bull market and what investors should watch next in the latest Weekly Market Wrap: https://bit.ly/3Un4WEn

10/09/2026

I've always enjoyed helping people who have spent decades working hard, saving consistently, and building financial security for their families. As they transition into a new stage of life, they often face important decisions involving income strategies, taxes, investments, and legacy planning. I find it rewarding to help clients navigate those decisions, simplify complex financial topics, and develop a clear path forward. Building long-term relationships and serving as a trusted resource for clients and their families is one of the most meaningful parts of my work.

10/06/2026

Three Questions Every Retiree Should Ask:

Will my money last?
Am I taking the right amount of risk?
Is my plan prepared for life's unexpected changes?

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consum...
10/05/2026

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consumer spending and growing corporate profits point to an economy that remains on solid footing.

Investment Analyst Brock Weimer shares insights from market history, exploring how stocks have performed following sharp increases in bond yields and what those trends may signal for investors in the latest Weekly Market Wrap: https://bit.ly/4xY20f7

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