Edward Jones-Financial Advisor: Anna Carlson

03/05/2026

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...

05/11/2025

You are appreciated on this Mother’s Day. Whether you are a mother, have filled that role as a grandmother, aunt, sister, caregiver, mentor, friend, or neighbor, or have lost a precious child, you are valued. You are a constant light, full of encouragement, wisdom, guidance, patience and endless hugs. Your steadfast love and unconditional support are unwavering. Saying thank you is not enough for all you do.

04/22/2025

Thank you, Earth, for giving us a place to live, breathe and thrive. This Earth Day, we show our appreciation for the place we all call home.

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.

03/20/2025

Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents can help you determine how to address your unique needs. Here's what you should know.

A comprehensive estate plan involves multiple documents, but two key ones include a will and a living trust. It’s important to understand how these documents differ.www.edwardjones.com/us-en

03/13/2025

Individual retirement accounts (IRAs) can be a valuable part of your retirement strategy — but how do you know which one is right for you? This article outlines the key differences between traditional IRAs and Roth IRAs, and how they could help you achieve your retirement goals.

Both IRAs offer tax-advantaged ways to save for retirement. However, there are differences. Understanding them can help you make decisions for funding your retirement.

03/06/2025

Tax season can be stressful enough without the worry of falling prey to scams, but that’s the reality taxpayers face. Learn common tax scams and how to help protect yourself this tax season.

A solid strategy can help safeguard you from these increasingly frequent crimes.

02/27/2025

Approximately two out of three tax filers receive a refund each year. If you’re among them, how can you make the most of it? Here are four tips to help get you started.

If you receive a tax refund this year, you can make it work for you – building more financial stability and helping you create a more secure future.www.edwardjones.com/us-en

02/17/2025

How could tariffs impact the U.S. economy, markets, inflation and central bank policies? And how can you prepare your portfolio?

Find out what’s driving the international markets, as well as strategies for disciplined investors to consider.www.edwardjones.com/us-en

02/14/2025

On this Valentine's Day, we hope you're able to spend time with the people who matter most to you. We look forward to deepening our connection with you so you can feel confident that your financial strategy is connected to a life you love. Happy Valentine's Day.

01/09/2025

There are many account options when it comes to investing for retirement. Here are some reasons a Roth IRA may make sense for you.

Learn about the many benefits opening and contributing to a Roth IRA can make toward helping you reach your retirement goals.www.edwardjones.com/us-en

01/01/2025

Here’s to a new year of fresh hopes and endless possibilities. May you uncover the richness in the smallest moments and find joy in every heartbeat. Happy New Year.