Edward Jones-Financial Advisor: Ian Bundy-Gray

06/08/2026

Emotions and investing usually don’t mix well. Fear, excitement and panic often push investors to buy high, sell low or abandon their strategy altogether.

Before reacting to the latest headline, pause and reconnect with your long term goals. Your retirement, your family’s future and your legacy may depend on it.

Too often, our emotions can be a barrier to our investment success. In these situations, it’s important to take a timeout and remember why you’re investing.

06/06/2026

06/06/2026

Whatever your financial goals may be, my priority is to serve you with depth and care. That’s why I offer comprehensive financial planning to help organize your finances in support of your long-term goals.

Financial planning can be a great fit if you’re looking for strategies around retirement income, tax-efficient investing, or estate and wealth transfer considerations.

Learn more in the video or reach out and I’ll walk you through what to expect as a financial planning client: https://bit.ly/4ug6w6L

06/04/2026

Large IPOs can come with a lot of fanfare. But in the early days of public trading, it can be difficult to separate long-term fundamentals from short-term momentum.

We break down what history shows about IPO performance – and share key considerations to help investors stay grounded in the fundamentals:

Initial public offerings (IPOs) tend to attract a lot of investor interest, especially when the company is large and well-known. The excitement can be tempting, but it doesn't always lead to strong investment results. We encourage investors to look beyond the headlines and focus on whether the share...

06/02/2026

We can help you address some of the common financial needs we see among business owners, including retirement plans, protecting and growing the business, and exit planning.

Let's build a strategy to help you meet both personal and professional goals.

Here's our business owners hub

05/09/2026

An owner-only defined benefit plan can help you secure a predictable retirement income. Let's evaluate whether this plan fits your goals.

Saving for retirement is paramount when you work for yourself.

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05/07/2026

Big life changes can bring big financial questions. Marriage, a new child, divorce or the loss of a loved one can all impact your estate plan—and may signal it’s time for a check-in.

Learn which moments matter most and how to help keep your wishes up to date: https://bit.ly/4wfr01N

05/07/2026

Unexpected career transitions can be stressful, but they can also open the door to new possibilities. I'd be happy to share my perspective and discuss potential financial options. Reach out so I can help you navigate what’s next with confidence.

05/07/2026

Take steps toward a healthy financial future with strategic workplace retirement solutions. The right plan can help you save on taxes, grow your business and diversify your wealth.

Let's work together to choose the proper retirement plan for you and your employees.

Plan for the future with strategic workplace retirement solutions. Discover tax-saving opportunities through specialized retirement plans for small businesses.

04/01/2026

At Edward Jones, we offer personalized investment strategies to help you plan for and realize the possibilities of your future – for yourself, your family and future generations.

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