Edward Jones-Financial Advisor: Michael Ortiz

05/26/2026

Honoring those that paid the ultimate sacrifice 🇺🇸

05/11/2026

One of the most frequent conversations I have with families is how to balance education savings with retirement goals. With a clear, structured plan, you don’t have to choose one over the other. Let’s talk about what balance could look like for your family.

05/07/2026

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.

404 Errorwww.edwardjones.com/us-en

04/30/2026

You’ve planned the “saving” part—now plan the “spending” part. These 10 retirement reminders cover what most people miss, from healthcare to taxes to daily purpose.

From healthcare costs to feeling a lack of purpose, here’s what most people overlook when planning for retirement.

12/15/2025

How much can you withdraw from your portfolio in retirement and not run out of money?

Learn about the 4% rule for retirement withdrawals and why your starting rate may need to be different.www.edwardjones.com/us-en

11/27/2025

Wishing you and yours a Happy Thanksgiving filled with family, friends and all the simple joys that make this season special.

09/08/2025

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.

08/21/2025

When you consolidate your retirement accounts with my office, I can see the “big picture” of your retirement savings more clearly and help align your strategy with it.

You work hard for your income. Here are some ways to help ensure your retirement dollars are working hard for you.www.edwardjones.com/us-en

08/07/2025

Policy clarity helped boost markets in July, but the trade winds shifted again in August. Portfolio Strategist Tom Larm outlines three actions you can consider to help stay opportunistic through year-end.

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

07/28/2025

We know Alzheimer's Disease has a significant impact on many families, and that's one reason we Walk to End Alzheimer's. We'd love to have you join our walk team. Check out alz.org/edwardjones for more details and contact our office to let us know you're in!

Contributing to a cause and participating in or volunteering for a charity or charitable event is a personal decision and completely voluntary.

The Walk to End Alzheimer's is the world's largest event to fight Alzheimer's. Join now and help raise awareness and funds for care, support and research.