Edward Jones-Financial Advisor: Bryan Pitman

03/18/2025

March Madness starts today with two play in games! What team are you rooting for?

03/12/2025

Facing a tax bill or have a tuition payment coming due? It's important to be intentional about how you fund short-term cash needs.

Edward Jones clients have the option to borrow funds by using securities and assets within eligible accounts. Learn more.www.edwardjones.com/us-en

03/11/2025

U.S. stocks have lost some luster amid growth and tariff uncertainties. But your portfolio’s strength lies in its design.

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

03/07/2025

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.

03/05/2025

Learning new things is truly a lifelong endeavor. Check out these 5 education savings account options to determine whether one might help you (or your child’s) educational aspirations come true.

From 529s to bonds, etc.

03/03/2025

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

02/26/2025

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

10/31/2024

Wondering how markets have typically performed around presidential elections? Here are four lessons we can draw from history.

By looking at the past, we can learn four valuable lessons about how elections impact the markets. Explore market insights from Edward Jones.

10/23/2024

Are your investments causing too much capital gains tax? Understanding capital gains and how they’re taxed is key to potentially reducing your capital gains tax burden.

Are your investments causing too much capital gains tax? Understanding capital gains and how they’re taxed is key to potentially reducing your capital gains tax burden.www.edwardjones.com/us-en

10/17/2024

October is National Retirement Security Month. Established to raise awareness about the importance of saving for retirement, the campaign serves as a good reminder to review your retirement goals to ensure you’re on track.

View our list to prepare

10/16/2024

This boost in benefits can help retirees better meet their day-to-day needs as costs increase.

The Social Security Administration just announced updates to the Social Security cost of living (COLA) adjustments and other updates going into effect in 2025.

04/04/2024

Whether you’re preparing to retire or have already made the leap, let’s explore some strategies to help ensure you have the resources to live the life you want while planning for the unexpected.

Your retirement is at risk. Learn about some of the biggest risks to your retirement by life stage and ways to help better insulate yourself from them.www.edwardjones.com/us-en