Edward Jones - Financial Advisor: Andrea M Petersen

09/07/2026

Labor Day is more than just a day off work—it’s a moment to recognize the dedication, passion and effort that power our communities every day. Thank you to all who contribute their talents and hard work. Wishing you a well earned, relaxing holiday.

09/04/2026

The recent hurricane is a tragic reminder of just how exposed we are to natural disasters. If you’ve been affected by this hurricane or other storms, we have steps to consider to help you begin the recovery process. Please don't hesitate to reach out for support. We’re here for you.

If you’ve been impacted by a natural disaster, consider these steps to help begin the recovery process.

09/02/2026

A business retirement plan does more than help your employees save — it signals you are invested in their future. It's also a powerful way to attract and keep the people who help your business grow.

Here's our business owners hub

08/19/2026

You can’t control market fluctuations. But you can follow time-tested investment principles – diversifying your portfolio, owning quality investments and investing for the long term.

Tips for reaching your goals

08/17/2026

Even though 32% of Americans experience are financially stressed and money is a constant source of pressure, 73% are using the internet as a source of financial advice, and largely managing their finances alone. This is where a financial advisor can make a difference. Research shows that financially fulfilled adults are 4.3x more likely to work with a financial advisor compared to financially stressed adults.

If financial stress is something you’re dealing with on your own, you don’t have to. Let’s talk through where you are and where you want to go.

Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

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.

08/14/2026

More than half of Americans feel financially conflicted. But those who feel financially fulfilled? They’re healthier, more connected and more in control of their future.

That’s the difference a thoughtful plan can make. Let’s talk about what a customized plan could look like for you.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 2026.

08/12/2026

One thing I've learned from working with clients is that people's experiences with today's economy can look very different.

While headlines and economic data provide important context, the conversations I'm having often reveal a more personal perspective on financial confidence, concern and opportunity.

That's why I found the insights in Edward Jones' Pulse of North America series so valuable.

🔍 In this discussion, Edward Jones Senior Economist James McCann and Financial Advisor Daniel Klug explore the K-shaped economy and the different ways households are experiencing the current environment.

📊 Among the findings from research conducted in partnership with Gallup:
• 8 in 10 Americans report some level of financial stress or uncertainty.
• More than half fall in the "conflicted middle" – making financial progress while remaining concerned about what's ahead.

▶️ Watch the full conversation: https://bit.ly/4xD0dwl

Source: Gallup & Edward Jones, Money and Meaning: Understanding Financial Fulfillment, 2026.

08/10/2026

Building a portfolio containing an appropriate mix of stocks, bonds and other investments based on your goals and risk tolerance can help you withstand periods of market uncertainty.

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.

08/07/2026

Travel plans don’t always follow a straight line. Flights change. Schedules shift. Expenses add up.

When your everyday spending and long-term goals are viewed together, it can be easier to make decisions along the way, while keeping your path clearly in view.

Simplify your financial life with Edward Jones®️ Everyday Solutions Checking and Credit Cards, powered by U.S. Bank®️.

Learn more here: https://bit.ly/45d8DOU

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