Edward Jones-Financial Advisor: Adam Burgess

12/31/2023

What is your New Year’s resolution? If it involves finances, I can help. Together, we can create a strategy to help you achieve your financial goals.

12/24/2023

However you celebrate, we hope your day is filled with Christmas cheer!

12/18/2023

It's the time of year when many people start thinking about giving back to their communities. Hoping to develop a strategy to meet your charitable giving goals? I'm happy to discuss how you can structure things to benefit both you and the charities of your choice.

Being strategic in choosing which assets to give and how to structure your giving goals can be beneficial for both you and the charity

06/01/2023

Are you tempted to hang on to cash during volatile markets? Let your “why” be your guide.

Are you tempted to hang on to cash during volatile markets? Your goals — and your strategy for reaching them — should drive your cash decisions instead.

01/03/2023

The holidays were so much fun, but it’s time to welcome the new year. Send me a message and let’s work together to start 2023 on the right financial foot.

12/30/2022

If you've got a child or grandchild this age, share these 7 tips with them.

Here are some pointers

12/28/2022

For investors, the ride is likely to start out bumpy in 2023. But we think the year will ultimately steer in a positive direction as a new expansion and a bull market take shape.

Edward Jones experts share their financial markets and economic forecasts on what's to come in 2023.

12/25/2022

From the Burgess family to your family...May you have a very Merry Christmas!

12/23/2022

A solid financial foundation can help you feel less overwhelmed, so that you are able to mark these events with more joy than anxiety. Below are six financial considerations.

What you should know

12/16/2022

What you should be thinking about at this age to help you reach your financial goals in the future.

What you should know

12/09/2022

Your 50s are pivotal for shaping your retirement strategy. Take a look at the full picture of your current expenses and start making adjustments to keep your retirement on track. Need an outside perspective? Give me a call so we can review your finances together.