Edward Jones Financial Advisor: Ben Whalen, CFP

08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/4xA4RLA

04/02/2024

Have you thought about how to sharpen your financial knowledge and apply that to your own investment or retirement strategy? April is Financial Literacy Month, a great time for taking more active control over your financial fitness.

Real-world advice to help you develop financial skills for all stages of your life www.edwardjones.com/us-en

03/20/2024

Regardless of your age or wealth status, it’s never too early to think about estate planning. Follow these five tips to help ensure you pass on your assets in the way you intend.

5 tips to guide you

03/12/2024

The U.S. consumer has driven the country’s economic engine over the past 12 months. But with record credit card debt, is the consumer running out of gas? Senior Strategist Angelo Kourkafas breaks down our perspective.

Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...

03/04/2024

You can’t avoid all presidential election talk – nor the dire predictions about either candidate winning. Here’s how the market pushed ahead no matter who sat in the Oval Office over the past 40 years.

Dire predictions about past presidents have usually proven to be wrong.

02/27/2024

In light of a potential pivot by the Federal Reserve to lower interest rates in 2024, there may be additional solutions to help meet your income needs.

Edward Jones investment strategists share their thoughts on the stock market, financial markets and broader economic trends to follow in 2024.

02/21/2024

A traditional IRA is a tax-deferred account designed specifically for retirement savings. An IRA helps you save money over time; however, its rules and regulations can change often.

Saving for retirement

02/13/2024

We expect broadening markets to benefit well-diversified portfolios in 2024. Check out our latest Monthly Portfolio Brief for our recommendations moving forward and reach out with any questions.

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