Edward Jones-Financial Advisor: Justin Shaw

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Edward Jones-Financial Advisor: Justin Shaw Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC

11/02/2026

Do you know what happens to your 401(k) or 403(b) when you leave an employer?

The account usually stays invested unless you choose to make a change.

Depending on your situation, you may be able to leave it where it is, move it to a new employer account, or roll it into another retirement account.

The important part is understanding the fees, investment choices & tax considerations before deciding what to do next.

11/01/2026

Healthcare professionals — how many retirement accounts do you currently have from previous employers?
A) None
B) One
C) Two
D) Three or more
Job changes can add up over a career, and old accounts are easy to lose track of.

10/31/2026

Healthcare professionals — what’s scarier than Halloween?

Realizing you still have old retirement accounts, forgotten beneficiaries, or insurance coverage you haven’t reviewed in years.

A few things worth checking from time to time:

• Old 401(k)s or 403(b)s
• Beneficiary designations
• Life insurance coverage
• Disability insurance coverage

No tricks — just a good reminder to know what you have and where it is.

Happy Halloween!

10/30/2026

Changing jobs can leave more behind than just an old email address.

401(k)s, 403(b)s & other workplace retirement accounts can easily stay with a previous employer for years.

That doesn’t automatically mean they need to be moved, but it can be helpful to understand what options are available and how the account fits with everything else you have.

Selling or transitioning a business can take years of planning — but you don't have to do it alone. Let's find time to d...
10/28/2026

Selling or transitioning a business can take years of planning — but you don't have to do it alone. Let's find time to discuss how my team can help.

10/27/2026

Healthcare professionals — quick question:

When you start a new job, which benefit do you usually review first?

A) 401(k) or 403(b)
B) Health insurance
C) HSA
D) Disability insurance
E) Life insurance

I’m curious which one gets your attention first.

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing quest...
10/26/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/4e1sLIv


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

10/20/2026

Healthcare professionals — quick question:

Which financial topic do you wish your employer explained better?

A) 401(k) or 403(b) options
B) Roth vs. pre-tax contributions
C) HSA benefits
D) Disability insurance
E) Life insurance

I’m curious which one creates the most questions.

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/4hWcXt3

Let's work together on planning for your future.Reach out to me today to set up an appointment.
10/19/2026

Let's work together on planning for your future.

Reach out to me today to set up an appointment.

Address

12721 Metcalf Avenue STE 101
Overland Park, KS
66213

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19138972726

Website

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