Edward Jones - Financial Advisor: Peter Williams

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

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An important step for recent retirees is planning your estate. However, transferring wealth is easier said than done, as...
03/19/2025

An important step for recent retirees is planning your estate. However, transferring wealth is easier said than done, as the process comes with many financial and legal considerations.

We debunk five common misconceptions about transferring wealth as part of leaving a financial legacy.

We recommend a long-term approach to help you achieve your financial goals. Check our current rates for certificates of ...
03/18/2025

We recommend a long-term approach to help you achieve your financial goals. Check our current rates for certificates of deposit (CDs), bonds and other investments and loans. Then we can tailor a strategy to work toward that future you desire.

Our latest rates for certificates of deposit (CDs), bonds and other investments and loans.

Expectations for more Federal Reserve interest rate cuts and slower economic growth are impacting bond yields.
03/18/2025

Expectations for more Federal Reserve interest rate cuts and slower economic growth are impacting bond yields.

Find out what’s impacting fixed income, including bonds and cash, as well as strategies for disciplined investors to consider.www.edwardjones.com/us-en

If you’ve built a portfolio containing an appropriate mix of investments, based on your goals and risk tolerance, you’ve...
03/12/2025

If you’ve built a portfolio containing an appropriate mix of investments, based on your goals and risk tolerance, you’ve got a good foundation to help you withstand a down market.

Strategies for every stage

When faced with market fluctuation, ask yourself: “Are my long-term goals still the same?” If the answer is “yes,” then ...
03/11/2025

When faced with market fluctuation, ask yourself: “Are my long-term goals still the same?” If the answer is “yes,” then why overhaul a financial strategy that’s designed to meet these goals?

Take control of your future with a carefully crafted investment portfolio. Learn the five steps to help secure your financial goals.

U.S. stocks have lost some luster amid growth and tariff uncertainties. But your portfolio’s strength lies in its design...
03/10/2025

U.S. stocks have lost some luster amid growth and tariff uncertainties. But your portfolio’s strength lies in its design.

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

The markets may change, but YOU have the most control over your financial future. Keep your eye on the big picture and c...
03/04/2025

The markets may change, but YOU have the most control over your financial future. Keep your eye on the big picture and check out these five moves to help you cope with market volatility.

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

Let’s create a comprehensive strategy that can prepare you for many of the “what-ifs” in the future, whether they relate...
03/03/2025

Let’s create a comprehensive strategy that can prepare you for many of the “what-ifs” in the future, whether they relate to your investment or protection needs.

Unexpected events, both in your life and in the financial markets, can affect your progress toward your goals – so it pays to be prepared.

The types of retirement accounts can seem dizzying – 401(k)s, Roth IRAs, traditional IRAs, 403(b)s, and 457s, oh my! The...
02/26/2025

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

Having too much of your savings sitting in cash can be an issue, especially when you’re investing for long-term goals su...
02/24/2025

Having too much of your savings sitting in cash can be an issue, especially when you’re investing for long-term goals such as retirement.

See Edward Jones' tips when buying CDs.

We believe in forming a true partnership where we care as much about WHY you're investing as WHAT you choose to invest i...
02/20/2025

We believe in forming a true partnership where we care as much about WHY you're investing as WHAT you choose to invest in. This personalized approach to investing helps set us apart. Let's schedule time to figure out how I can help you build the future YOU want to see.

Let’s build yours together.

Certificates of deposit (CDs) offer a low-risk savings option for a fixed period of time. Not quite sure if that aligns ...
02/14/2025

Certificates of deposit (CDs) offer a low-risk savings option for a fixed period of time. Not quite sure if that aligns with your financial goals? Learn about the types of certificates of deposits, the benefits and risks, and which one may be right for you.

Learn how to use Certificates of Deposit (CDs) as a low risk investment in reaching your financial goals. From Edward Jones and EVERFI

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