Edward Jones-Financial Advisor: Carl Wenger

08/09/2026

Stay connected to your financial advisor and goals, all in one secure location.

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08/08/2026

When facing a liquidity event, you have a lot to think about — and it’s not just compensation and taxes. What could the future look like for you and everyone who’s important to you? I’m here to help you answer those questions and create a meaningful strategy. Let’s chat.

08/07/2026

Developing healthy financial habits can create real momentum toward your long-term goals.

Small consistent steps today can make a meaningful difference over time.

08/06/2026

Is how you’re living your life helping to build the future you want? We recommend taking a look at the four life pillars: health, purpose, family and finances.

Reach out to me for a copy of the new Life Pillars guide by Edward Jones. Then let’s discuss what matters most to you.

Read more: https://bit.ly/45Ga8Fo

08/05/2026

Join a culture built for comprehensive, planning‑led advice—backed by resources that help you deliver the full picture. If that’s how you work, let’s connect.

08/05/2026

Financial strategies for business owners aren't one-size-fits-all. From tax considerations to succession planning, I focus on what matters most to you.

Let's build a strategy that works for your business and your life.

Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.www.edwardjones.com/us-en

08/04/2026

With financial fraud on the rise, staying vigilant is more important than ever. Edward Jones continues to work behind the scenes to help safeguard client information—and now, through our relationship with Carefull, we’re offering an additional layer of support.

Carefull helps monitor accounts, track unusual activity, and alert you to potential issues early, making it easier for you and your family to feel more confident in your financial security. And it’s available at no cost to Edward Jones clients in the United States.

If you’d like to learn more, feel free to reach out or visit edwardjones.com/Carefull?utm_term=920247&utm_source=facebook&utm_medium=social_media&utm_content=3275190&c3nid=920247_facebook_3275190&c3ch=BranchSocialMedia&EID=MDAwMDAwMTczNTg3OA%3D%3D.

08/04/2026

I often hear clients say, “I know I should have invested it, but I spent it instead.” That’s rarely a discipline problem; it’s a planning problem.

Windfalls feel different from regular income, which is why intention matters so much when they arrive. Learn how to help give your future self a fair chance when unexpected cash shows up: https://bit.ly/4w9LbNt

08/03/2026

Caring for an aging loved one can mean juggling doctor visits, navigating paperwork and adapting to evolving financial needs. But you don’t have to manage it on your own. I can help you plan for the long term so you feel confident in the decisions you’re making. If this sounds helpful, I’d would be happy to walk through your options.

08/03/2026

The Federal Reserve held rates steady as earnings from four Magnificent 7 companies led to mixed market reactions, suggesting that investors increasingly want evidence that AI spending is translating into durable revenue and earnings growth. While interest rates may remain higher for longer, resilient economic growth, strong corporate earnings and broader participation across sectors continues to support equities.

Brian Therien, Investment Strategist, explains what this means and how this could impact investors in the latest Weekly Market Wrap.



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