Edward Jones - Financial Advisor: Joshua Post

09/30/2026

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/3Txt8Uc

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.

09/28/2026

New job? What should you do with your 401(k)? Here are four potential options for your 401(k) when leaving an employer.

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

09/25/2026

Happy 5-Year Anniversary, Sherry! 🎊

We are grateful for all the hard work and the positive energy she brings to our workplace every day. Congratulations on this milestone, and here's to many more years of success ahead! 👏✨

09/23/2026

We greatly appreciate your business and the trust you have in our team. Putting our clients’ interests first is — and always has been — at the core of what we do. We also value the importance you place on your personal and professional relationships. If your colleagues, friends or family members express concerns about market volatility or have questions about their financial goals, please let me know so I can reach out to them.

My team’s focus areas include:
• Retirement Income Planning
• Estate & Legacy Strategies
• Investment Management
• Social Security Planning
• Tax Awareness

09/22/2026

With Kevin Warsh confirmed as Fed chair, attention is turning to what comes next. We explore what the shift could mean for investors and the fixed-income landscape.

Find out what’s impacting fixed income, including bonds and cash, as well as strategies for disciplined investors to consider.

09/17/2026

Nothing says team spirit like rocking our company crossbody bags together. We're proud to represent our office and the values that bring us together every day. 💛

09/16/2026

Market headlines got you worried? Staying focused on what you can control can help you feel more at ease. And one of the ways to do that is by diversifying your investment portfolio.

Diversification can't guarantee profits or prevent losses, but it can help manage risk and smooth out some of the ups and downs that can come with investing. However, diversification isn't one-size-fits-all. The right approach depends on your goals, timeline and comfort with risk.

If you'd like to talk about your portfolio or have questions about navigating today's market environment, I'm here to help.



Content provided by Edward Jones

09/11/2026

On Patriot Day, we honor those we lost, the heroes who emerged and the ones who continue to protect our freedoms today.

09/09/2026

Strong corporate earnings continued to support stocks, even as interest rates climbed higher. Rather than trying to predict exactly where rates go next, consider focusing on diversification, goal alignment and opportunities to build portfolio resilience.

Learn more in our September Monthly Portfolio Brief: https://bit.ly/4xQmebu

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.