Edward Jones - Financial Advisor: Will Jakes

11/27/2025

Wishing you and yours a Happy Thanksgiving filled with family, friends and all the simple joys that make this season special.

10/22/2025

Our investment strategists break down the latest on the health of the U.S. economy, equities, bonds and international markets. They also discuss artificial intelligence (AI) and its impact on the markets and economy.

Our investment strategists provide Edward Jones’ perspective on the economy and the markets, and what it may mean for your portfolio.

10/15/2025

The types of retirement accounts can seem dizzying – 401(k)s, Roth IRAs, traditional IRAs, 403(b)s, and 457s, oh my! The good news is that I can help you understand the differences so you can select which one (or more) suits your needs the best. Let's set up time to chat.

Choose from a variety of plans

10/15/2025

Whether you're getting ready to retire or already there, follow these six tips to help extend the life of your portfolio in retirement.

6 tips to help make your money last in retirementwww.edwardjones.com/us-en

10/07/2025

Of community interest: Harris Exhibit Hall at 1 Museum Lane in Oxford has a special exhibit that runs through Dec. 18. The topic is The Art & Artisans: Master Craftsmen of Granville County. There, you can see artifacts and contemporary pieces made by local artisans and how their craftmaking has evolved over the years. Pottery, carpentry, metalworks, fiber arts (sewing, crochet, quilting, and beadwork), Native American works, and basketry all are on display.

09/30/2025

How might a government shutdown affect the economy and financial markets? Check out our three key insights, and don't hesitate to reach out with questions.

We offer clients our perspective on government shutdowns and their likely impact on the economy and the markets.

09/24/2025

One of the biggest questions people have about retirement is how long their savings will last. If you’ve been wondering the same thing, these tips can help ensure you have enough saved for retirement.

How long your money will last in retirement depends on your investment strategy, withdrawal plan and more. Learn how to make your money last in retirement.

09/16/2025

While many people dream of retiring, most don’t have a clear vision of what retirement looks like day to day. Asking yourself these five key questions can help you achieve your ideal retirement.

Your retirement should be everything you want it to be. Start planning for the next chapter of your life by defining your retirement goals.

09/10/2025

Saving for retirement and your child’s education don’t have to be mutually exclusive. By outlining your priorities, you can strike the right balance between saving towards both goals.

Your financial advisor can help you balance your savings strategy to achieve both goals.

09/05/2025

One of Oxford's most anticipated annual events is just one week away! The NC Hot Sauce Contest & Festival takes place Fri., Sept. 12 and Sat., Sept. 13 right here in downtown Oxford. Hope to see you there!

08/28/2025

When you consolidate your retirement accounts with my office, I can see the “big picture” of your retirement savings more clearly and help align your strategy with it.

You work hard for your income. Here are some ways to help ensure your retirement dollars are working hard for you.www.edwardjones.com/us-en

08/20/2025

If you’re retired, it’s probably unsettling to see drops on your investment statements due to market volatility. Here are five tips to help you deal with market volatility.

When you’re retired, you may feel especially vulnerable to market volatility. But making just a few moves may better help you cope with it.