Edward Jones - Adam Woldt

01/19/2026

Give Us A Call Today 😃 972-617-0316

Financial service

01/09/2026

Give Me A Call Today 😃 972-617-0316

01/05/2026

As families gather this time of year, it brings to mind how we can provide for our loved ones and what legacy we'll leave them when we're gone. Be sure to meet with your family to discuss the details of your estate and the reasons behind your decisions. This can help prevent future conflict, reinforce your values and support stronger relationships.

Want more tips? Consider these seven things when planning your estate with your attorney: https://bit.ly/45Eio9b

01/05/2026

As we head into 2026, our Principal, Head of Investment Strategy Mona Mahajan joined CNBC to discuss the market backdrop—and where investors may find opportunity in the new year.

Watch the full interview: https://cnb.cx/4qaIcCj

This content is for general information purposes only and is not intended to predict or guarantee the future performance of individual securities, market sectors or the markets generally. Opinions expressed are as of the date of this report and are subject to change. This material is not directed to any specific investor or potential investor and should not be interpreted as a specific recommendation or investment advice. Investors should make investment decisions based on their unique financial situation.

Past performance of the markets is not a guarantee of future results. Investors should understand the risks involved in owning investments, including interest rate risk, credit risk and market risk. The value of investments will fluctuate and investors can lose some of all of their money. References to specific companies or securities should not be construed as a recommendation to buy or sell the security, nor should it be assumed to be profitable.

01/03/2026

Have a 401k? Let's Talk About Your Options 😃

01/02/2026

There are a lot of choices to make when building a career. And that doesn’t end when you start planning your retirement. Let’s chat about your retirement portfolio options and how I can work with you to help you make your golden years financially comfortable.

Learn more: https://bit.ly/3L8XKqX

01/02/2026

Want to live out retirement on your terms? Begin by contacting me so we can develop a retirement savings strategy to help you live comfortably after you stop working.

Learn more: https://bit.ly/4pkJqtq

01/02/2026

As the year is coming to an end, tick one more thing off your "very important to-do" list by looking at how you're planning your estate. A properly planned estate strategy gives control over how to provide for what you value most, financially and personally, once you are no longer able to do so yourself.

Talk to your attorney and check out our hub to help you get started: https://bit.ly/4slLjsz