Edward Jones - Financial Advisor: Joshua M. Bell

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

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A life's work is built one note at a time. That's how we carefully craft your financial strategy, so it's in-tune with w...
03/25/2026

A life's work is built one note at a time. That's how we carefully craft your financial strategy, so it's in-tune with what matters most to you. That's why Edward Jones is proud to sponsor Alan Jackson's "Last Call: One More for the Road — The Finale" concert this summer.

03/13/2026

Before you invest, understand Bitcoin’s volatility and risks. Our latest article breaks it down.

Bitcoin: Hype or smart investment?www.edwardjones.com/us-en

What's your vision for retirement? Paying off all your college debt, retiring somewhere sunny (or maybe cold) or just ma...
03/10/2026

What's your vision for retirement? Paying off all your college debt, retiring somewhere sunny (or maybe cold) or just making sure your family is taken care of? Whatever your financial goals, check out our retirement calculator and then call me to discuss how we can work toward making your goals a reality.

Let’s talk about your savings

Geopolitical flare ups can rattle markets, but history shows their impact often fades fast. Even amid the current Middle...
03/10/2026

Geopolitical flare ups can rattle markets, but history shows their impact often fades fast. Even amid the current Middle East tensions and rising oil prices, today’s strong economic backdrop reinforces one message: stay focused on the long-term, not the headlines. We’re monitoring the latest developments and their potential implications for investors.

The U.S. and Israel launched joint strikes on Iran on February 28, prompting Iran to respond with counterattacks across multiple Middle Eastern cities. Iran is a meaningful oil producer, the fourth largest within OPEC, accounting for roughly 4% of global oil supplies, with about 80% of its exports g...

The S&P 500 has stalled this year in part due to rising geopolitical tensions, but new market leaders and broader divers...
03/09/2026

The S&P 500 has stalled this year in part due to rising geopolitical tensions, but new market leaders and broader diversification have helped balanced portfolios stay resilient despite the tech pullback. Portfolio Strategist Tom Larm breaks it down in this month’s portfolio brief.

Learn more about portfolio performance, and check out our recommendations for disciplined investors.

True wealth is knowing what counts. Financial planning takes your relationship with a financial advisor to a deeper, mor...
02/24/2026

True wealth is knowing what counts. Financial planning takes your relationship with a financial advisor to a deeper, more individual level.

A comprehensive approach to managing wealth financial planning delivers a personalized experience across five areas of your financial life.www.edwardjones.com/us-en

If you’re among the tax filers receiving a refund this year, how can you make the most of it? Here are four tips to help...
02/20/2026

If you’re among the tax filers receiving a refund this year, how can you make the most of it? Here are four tips to help get you started.

If you receive a tax refund this year, you can make it work for you — helping build more financial stability and helping you create a more secure future.www.edwardjones.com/us-en

With tax season upon us, now is a good time to evaluate how your Social Security benefits contribute to your overall tax...
02/18/2026

With tax season upon us, now is a good time to evaluate how your Social Security benefits contribute to your overall tax liability.

An older retired couple reviewing their finances on an ipadwww.edwardjones.com/us-en

Tax season can be a stressful time even without the worry of unintentionally making a filing mistake. Here are five comm...
02/16/2026

Tax season can be a stressful time even without the worry of unintentionally making a filing mistake. Here are five common tax-filing mistakes and what you can do to help avoid them.

Before you file your taxes this year, be sure to avoid these five common tax-filing mistakes.

January generated plenty of headlines, but markets held steady as leadership expanded beyond U.S. tech, strengthening th...
02/13/2026

January generated plenty of headlines, but markets held steady as leadership expanded beyond U.S. tech, strengthening the case for diversification. Portfolio Strategist Tom Larm breaks it down in this month’s portfolio brief.

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