Edward Jones - Financial Advisor: Cody Dertow, AAMS

Edward Jones - Financial Advisor: Cody Dertow, AAMS /*********/
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Edward Jones’ new research with Gallup shows something powerful: Only 16% of Americans are financially fulfilled, meanin...
06/02/2026

Edward Jones’ new research with Gallup shows something powerful: Only 16% of Americans are financially fulfilled, meaning their finances support the life they want. But financial wellbeing isn’t defined by income or net worth alone. It’s driven by confidence, alignment with personal values and a sense of security and direction.

If this is something you’d be interested in, let’s connect. I’m here to help you make your money work for you.

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

Many retirees unknowingly make mistakes that can reduce their long‑term financial stability. Explore these practical ste...
06/01/2026

Many retirees unknowingly make mistakes that can reduce their long‑term financial stability. Explore these practical steps to help support a more durable income plan.

8 moves to help protect your retirement incomewww.edwardjones.com/us-en

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an ac...
06/01/2026

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an accelerating AI investment and robust corporate profit growth, reinforcing the constructive case for equities. However, elevated inflation may keep rate cuts off the table and limit near-term progress in bond markets.

Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4u4oJ7h

Do you know what your credit score is and how it’s calculated? We can walk you through it
05/28/2026

Do you know what your credit score is and how it’s calculated? We can walk you through it

Why establishing and maintaining strong credit matters so much for your financial health. From Edward Jones and EVERFI

Social Security is one of the most valuable assets you’ll have in retirement, which is why it’s imperative to understand...
05/26/2026

Social Security is one of the most valuable assets you’ll have in retirement, which is why it’s imperative to understand your options. Here are some factors you should consider when determining when to start collecting Social Security.

Social Security is a major part of your retirement. Review your options and view four things to consider before deciding when you should take Social Security.

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain thei...
05/26/2026

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain their recent momentum. Senior Global Investment Strategist Angelo Kourkafas provides insights into why yields are rising, why today’s inflation backdrop differs from 2022, and what higher rates may mean for portfolios in the latest Weekly Market Wrap.

https://bit.ly/4vvLzpN

Today, Memorial Day, we honor those who have sacrificed their lives for our country. Our office will be closed today in ...
05/25/2026

Today, Memorial Day, we honor those who have sacrificed their lives for our country. Our office will be closed today in observance.

You’ve worked hard to build your portfolio and financial assets – but have you thought about planning your estate? These...
05/22/2026

You’ve worked hard to build your portfolio and financial assets – but have you thought about planning your estate? These tips may help you avoid common estate-planning missteps and ensure your plan works as intended.

5 tips to guide you

Markets will always go up and down, but we believe quality investments are more likely to overcome temporary challenges ...
05/20/2026

Markets will always go up and down, but we believe quality investments are more likely to overcome temporary challenges and ultimately help you meet your financial goals.

Read through the benefits

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment ...
05/18/2026

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment Strategist Mona Mahajan explains why fundamentals and staying invested still matter more than seasonality in our Weekly Market Wrap.

https://bit.ly/4ur0660

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