Edward Jones - Financial Advisor: Vidal Velez

Edward Jones - Financial Advisor: Vidal Velez Empowering our clients to reach their financial goals is my passion. Our focus is to help people become confident in the financial decisions they make.

We do that by creating personalized financial strategies to meet their unique financial goals.

The Federal Reserve cut interest rates for the first time this year in September. What does this mean for fixed-income i...
10/10/2025

The Federal Reserve cut interest rates for the first time this year in September. What does this mean for fixed-income investors?

Find out what’s impacting fixed income, including bonds and cash, as well as strategies for disciplined investors to consider.www.edwardjones.com/us-en

10/09/2025

The older I get, the more I realize — clarity rarely shows up all at once.

It comes in moments.
A quiet morning drive.
A conversation that sticks with you.
A season that stretches you more than you expected.

We spend so much time chasing the “big picture” that we forget how many small, seemingly ordinary days shape the person we’re becoming.

If you’ve been feeling uncertain lately, you’re not falling behind. You’re just in the middle of building something that still needs time to unfold.

So here’s a thought: instead of asking “What’s next?” maybe ask “What’s now?”

Because sometimes the lesson, the growth, or the peace you’ve been looking for… is already right where you are.

What’s one small moment lately that gave you a bit of clarity?

Many people spend decades dreaming of their ideal retirement and how to make it a reality. But while it’s important to m...
10/08/2025

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

10/07/2025

I understand how overwhelming it can feel in the wake of a job loss. Review these adjustments to your financial strategy that could help. I'm also happy to discuss how you may be able to prioritize your budget as you seek your next career opportunity.

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Investing involves risk – and so does not investing. If you don’t invest, your money may not grow enough to allow you to...
10/02/2025

Investing involves risk – and so does not investing. If you don’t invest, your money may not grow enough to allow you to reach your important long-term goals, such as a comfortable retirement.

See Edward Jones' tips when buying CDs.

Congress has been unable to pass legislation to fund the government, resulting in a government shutdown. What does it me...
10/01/2025

Congress has been unable to pass legislation to fund the government, resulting in a government shutdown. What does it mean for you? We break down some of the minimal and potentially major impacts. Don't hesitate to reach out with any questions.

What does a government shutdown mean for you? Read what we anticipate will be the more direct financial implications for individuals and families based on previous shutdowns.

How might a government shutdown affect the economy and financial markets? Check out our three key insights, and don't he...
09/25/2025

How might a government shutdown affect the economy and financial markets? Check out our three key insights, and don't hesitate to reach out with questions.

We offer clients our perspective on government shutdowns and their likely impact on the economy and the markets.

Saving for retirement and your child’s education don’t have to be mutually exclusive. By outlining your priorities, you ...
09/19/2025

Saving for retirement and your child’s education don’t have to be mutually exclusive. By outlining your priorities, you can strike the right balance between saving towards both goals.

Your financial advisor can help you balance your savings strategy to achieve both goals.

Today, we remember and honor the lives lost on Sept. 11, 2001. May we never forget the sacrifices made and those we lost...
09/11/2025

Today, we remember and honor the lives lost on Sept. 11, 2001. May we never forget the sacrifices made and those we lost on that day.

Market gains have been above average, but economic and policy uncertainty remain. You can’t control the markets, but you...
09/09/2025

Market gains have been above average, but economic and policy uncertainty remain. You can’t control the markets, but you can control the risks in your portfolio. Portfolio Strategist Tom Larm outlines some areas of potential opportunity as we head into fall.

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

Sometimes it's the small details that make a big difference. Let's bring your financial details into focus. Give me a ca...
09/03/2025

Sometimes it's the small details that make a big difference. Let's bring your financial details into focus. Give me a call or click the link to learn more about how we can fine-tune the details of your financial strategy: edwardjones.com/details.

Looking for investment insights specific to our region? In this Pacific Coast Edition of Market Compass, our analysts di...
09/02/2025

Looking for investment insights specific to our region? In this Pacific Coast Edition of Market Compass, our analysts discuss our current market outlook and how you can manage uncertainty beyond the markets.

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