Edward Jones- Financial Advisor: Megan Esquivel

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Edward Jones- Financial Advisor: Megan Esquivel Edward Jones is a financial- services firm dedicated to serving the needs of the individual investors. Member SIPC

I'm a financial advisor with Edward Jones.

a financial- services firm dedicated to serving the needs of individual investors. With nearly 14,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized strategies to help you reach them. My branch office administrator, Ann and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit:

https://www.edwardjones.com/megan-esquivel
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11/03/2026

What might the upcoming U.S. midterm election mean for investors?

While markets can react to election headlines and unexpected outcomes, history reminds us that long-term investing and political predictions don't always go hand in hand.

Our Senior Global Investment Strategist Angelo Kourkafas and Head of Policy, Regulatory and Government Relations Andy Blocker sat down together at the Edward Jones Town Square in Washington, D.C., to discuss why investors may want to focus on their long-term goals instead of short-term political noise, and what past midterm elections can teach us about market performance.

I enjoyed reading this recent Kiplinger article featuring our Head of Wealth Management and Field Management, David Chub...
10/30/2026

I enjoyed reading this recent Kiplinger article featuring our Head of Wealth Management and Field Management, David Chubak. One point that stood out to me is how many families are balancing long-term goals with desire to support loved ones today.

It’s something that often comes up in conversations with clients, whether it’s helping adult children with housing expenses, student debt or other financial challenges. As David notes, "The reality is we live in an age of financial uncertainty and anxiety like no other." Having open conversations and a thoughtful plan can help families navigate those decisions with greater confidence.

Read the article here: https://bit.ly/4zjuamn

What financial lesson or value do you hope to pass along to the next generation?

Passing down the wealth you've built over a lifetime, with wisdom and grace, is good. Passing on your values along with the money? Even better.

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That'...
10/28/2026

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That's why I'm proud to share that Edward Jones offers eligible U.S. clients complimentary access to Carefull®, a service designed to help monitor financial activity, identify potential warning signs and provide alerts that can help detect fraud before it happens.

Reach out to get started or click this link to learn more about Carefull: https://bit.ly/4zhM7li

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing quest...
10/26/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/4zWs23T


A summary of last week's market highlights and economic news.

The first $100,000 is often the hardest milestone to reach — and the most rewarding.Early on, progress can feel slow, es...
10/26/2026

The first $100,000 is often the hardest milestone to reach — and the most rewarding.

Early on, progress can feel slow, especially when you're balancing family, work and other financial priorities. But once your portfolio grows, investment returns can begin doing more of the heavy lifting.

If you're working toward your first $100,000, stay focused on the habits that matter most: investing consistently, staying diversified and remaining committed through market ups and downs. Those habits can make all the difference over time.

Your first $100,000: why it matters most

Do you know about income-related monthly adjustment amount (IRMAA) thresholds? The surcharges on your Medicare premiums ...
10/23/2026

Do you know about income-related monthly adjustment amount (IRMAA) thresholds? The surcharges on your Medicare premiums could come as a surprise and be significant. Connect with me to discuss strategies to avoid exceeding the next income threshold, which could trigger an extra charge.

4 times IRMAA could have you overpaying for Medicare

What would happen if you had to retire sooner than expected?Many people focus on their target retirement date but spend ...
10/21/2026

What would happen if you had to retire sooner than expected?

Many people focus on their target retirement date but spend less time preparing for the possibility of an earlier exit due to a job loss, health issue or family caregiving needs.

If you'd like to explore how your retirement strategy would hold up under an unexpected scenario, let's talk. Planning for the "what-ifs" today can help reduce stress tomorrow.

Concerned about a forced retirement? 4 tips to prepare

AI-powered scams are becoming increasingly sophisticated, making it harder to distinguish legitimate requests from fraud...
10/19/2026

AI-powered scams are becoming increasingly sophisticated, making it harder to distinguish legitimate requests from fraud. Understanding common tactics can help you better protect yourself and your financial accounts.

Take a look at these five emerging scam types and practical steps you can take to stay vigilant.

5 AI-powered financial scams that are hard to spot

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-ori...
10/19/2026

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-oriented and more defensive sectors amid concerns about rates, debt levels and growth expectations.

Mona Mahajan, Head of Investment Strategy, shares her perspective on what's driving the recent market rotation, why the broader fundamental backdrop remains constructive, and what it could mean for investors in the latest Weekly Market Wrap: https://bit.ly/4hSTeKJ

With the 2026 midterm elections approaching, investors are once again asking what politics may mean for markets and whet...
10/16/2026

With the 2026 midterm elections approaching, investors are once again asking what politics may mean for markets and whether the elections have the potential to disrupt this year's positive momentum. Here's what history says – and what's different this time:

With the 2026 midterm elections approaching, investors are once again asking what politics may mean for markets and whether the elections have the potential to disrupt this year's positive momentum. History suggests that elections often create short-term uncertainty, but they have rarely been the pr...

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