Edward Jones-Financial Advisor: James Szczybor

03/12/2026

Geopolitical flare ups can rattle markets, but history shows their impact often fades fast. Even amid the current Middle East tensions and rising oil prices, today’s strong economic backdrop reinforces one message: stay focused on the long-term, not the headlines. We’re monitoring the latest developments and their potential implications for investors.

The U.S. and Israel launched joint strikes on Iran on February 28, prompting Iran to respond with counterattacks across multiple Middle Eastern cities. Iran is a meaningful oil producer, the fourth largest within OPEC, accounting for roughly 4% of global oil supplies, with about 80% of its exports g...

12/01/2025

As the year is coming to an end, tick one more thing off your "very important to-do" list by looking at how you're planning your estate. A properly planned estate strategy gives control over how to provide for what you value most, financially and personally, once you are no longer able to do so yourself.

Talk to your attorney and check out our hub to help you get started: https://bit.ly/43Y1X71

05/28/2025

Talking to your family about money can be hard, but learning how to have productive conversations can actually help your finances.

Learn about topics, strategies, and best practices for having family conversations about money. From Edward Jones and EVERFI

05/12/2025

U.S. large- and mid-cap stocks have posted strong performance in recent weeks, recovering much of their earlier sell-off as trade tensions have eased, the labor market has remained healthy, and companies have posted better-than-expected earnings.

We look ahead at what this might mean for investors: https://ow.ly/1JSj50VQURj

05/09/2025

The types of retirement accounts can seem dizzying – 401(k)s, Roth IRAs, traditional IRAs, 403(b)s, and 457s, oh my! The good news is that I can help you understand the differences so you can select which one (or more) suits your needs the best. Let's set up time to chat.

Choose from a variety of plans

04/22/2025

Happy Easter! In the midst of busy life and often chaotic schedules, don’t forget who we are and why we’re here.

04/17/2025

We break down the latest in U.S. government policy, the economy, equities, the bond market, international investing and more.

Our investment strategists provide Edward Jones’ perspective on the economy and the markets, and what it may mean for your portfolio.

04/14/2025

Taxes are often an important concern for high earners. Looking for some tips to help become a more tax-efficient investor? Check out this list of suggestions and then schedule time for us to discuss.

Practical and proven strategies you can take to become a more tax-efficient investor.

04/11/2025

Markets will always go up and down, but we believe quality investments are more likely to overcome temporary challenges and ultimately help you meet your financial goals.

Read through the benefits

04/11/2025

Our Principal, Head of Investment Strategy Mona Mahajan joined Yahoo! Finance earlier this week to talk about the recent market uncertainty and opportunities to consider rebalancing, diversifying and adding quality investments at better prices.

Watch here: https://ow.ly/own850VymBV

04/10/2025

Market declines, while unpleasant, are in fact normal. Measure your performance as progress toward your long-term goals rather than in day-to-day fluctuations.

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.

04/09/2025

Never too young to start planning.