Edward Jones-Financial Advisor: Kevin Dwyer

Edward Jones-Financial Advisor: Kevin Dwyer /*********/
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The news is out! Edward Jones has been ranked No. 1 by JD Power for Client Satisfaction among Advised Investors. We coul...
03/18/2026

The news is out! Edward Jones has been ranked No. 1 by JD Power for Client Satisfaction among Advised Investors. We couldn’t be happier because clients are everything to us. And no two are alike! We enjoy getting to know each one personally so we can provide trusted, tailored advice and wealth management solutions. Reach out if you’d like to get started.

Legal Disclosure: JD Power 2026 U.S. Full Service Investor Satisfaction Study among Wealth Management Firms for Advised Investor Satisfaction, published March 2026, data as of January 2026. Compensation provided for using, not obtaining, the ranking. For JD Power 2026 award information, visit jdpower.com/awards.

02/02/2026

If you own a business with no employees and are maxing out an owner-only 401(k), there may be even more ways to save for retirement.

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09/29/2025

One of the drawbacks of some types of retirement accounts is the relatively low contribution limits permitted by the IRS. However, there are tools that can help you save more for retirement while reducing your tax burden in retirement.

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Many people spend decades dreaming of their ideal retirement and how to make it a reality. But while it’s important to m...
08/11/2025

Many people spend decades dreaming of their ideal retirement and how to make it a reality. But while it’s important to make sure you are financially ready to retire, it is also important to prepare emotionally for such a big life change. Here are some questions to consider if you’re emotionally ready to retire.

Read more here

There are many things in life you can't control, but saving for the future doesn't have to be one of them. Here are thre...
06/24/2025

There are many things in life you can't control, but saving for the future doesn't have to be one of them. Here are three factors to consider when saving for retirement.

Tips for getting started

Are you planning on retiring before 65? If so, you’ll need to account for how you’ll access health insurance before Medi...
04/02/2025

Are you planning on retiring before 65? If so, you’ll need to account for how you’ll access health insurance before Medicare kicks in. Here are 10 health insurance options to consider as a retiree.

Tips for how to plan for health care costs before age 65.

Stay up to date with the latest developments, trends and daily insights on the market.
01/27/2025

Stay up to date with the latest developments, trends and daily insights on the market.

Stay up to date with latest developments, trends, and daily insights on the market. Get a comprehensive look at market movements, international updates, economic indicators, and our expert's analysis.

Get our four key views for 2025 in our latest Market Compass.
01/13/2025

Get our four key views for 2025 in our latest Market Compass.

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...

Are you part of the "Sandwich Generation?" Our Senior Strategist Meagan Dow shares tips to navigate helping to pay for y...
08/12/2024

Are you part of the "Sandwich Generation?" Our Senior Strategist Meagan Dow shares tips to navigate helping to pay for your aging parents' and your children's expenses.

Learn how to navigate helping to pay for your aging parents' and your children's expenses.

Many families are still struggling to make ends meet despite a soaring stock market and record employment. Our Managing ...
07/15/2024

Many families are still struggling to make ends meet despite a soaring stock market and record employment. Our Managing Partner Penny Pennington discussed the state of the U.S. economy and trends that could shape the country's economic future during an Aspen Ideas Festival panel moderated by CNBC's Sharon Epperson.

Watch here: https://nbcnews.to/4bLRNYe

There's no universal answer on the "right time" to retire, but exploring these five questions can help you decide whethe...
04/22/2024

There's no universal answer on the "right time" to retire, but exploring these five questions can help you decide whether you might be emotionally ready. Think your answers through, and let's schedule time to discuss how to help get you retirement ready.

Read more here

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7015 Rote Road Suite 101
Rockford, IL
61107

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