Edward Jones-Financial Advisor: Megan Berberick

11/11/2026

Today, we honor the courage and sacrifice of our honored veterans. Thank you for your service today and every day.

11/10/2026

Capital gain distributions can catch investors off guard, especially in taxable accounts. As year-end approaches, it's important to understand how these distributions work, potential tax implications and strategies that may help you manage them.

Reach out if you'd like to discuss how these considerations fit into your overall financial plan.

Learn more:

Capital gain distributions: What to know before year end

11/05/2026

As a financial advisor, I've seen firsthand how caregiving can create complex financial decisions for families. Business Insider explores Edward Jones research with Age Wave and The Harris Poll on the "generosity paradox" many caregivers experience as they support loved ones financially while striving to protect their own long-term financial security.

If caregiving is part of your journey now or may be in the future, I'd welcome the opportunity to help you plan for it.

Read the full Business Insider article: https://bit.ly/4k1oDMr

Download the Financial Impact of Caregiving report: https://bit.ly/4z1zIkk



Source: Edward Jones and Harris Poll, in partnership with Age Wave, 2026.

11/03/2026

Building wealth is one achievement. Preserving it for the future is another.

As a financial advisor with the Accredited Wealth Management Advisor™, AWMA®, designation, I’ve completed additional training to help clients address complex wealth management needs, from preparing for retirement to creating strategies for wealth transfer, charitable giving and supporting future generations.

I'd be happy to discuss how your financial strategy aligns with your current goals and future aspirations.

Accredited Wealth Management Advisor™, AWMA®, and the AWMA® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

10/31/2026

Trick or treat! Wishing everyone a safe and spooktacular Halloween.

10/28/2026

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That's why I'm proud to share that Edward Jones offers eligible U.S. clients complimentary access to Carefull®, a service designed to help monitor financial activity, identify potential warning signs and provide alerts that can help detect fraud before it happens.

Reach out to get started or click this link to learn more about Carefull: https://bit.ly/4BxHBjZ

10/26/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/4iao1Tm

A summary of last week's market highlights and economic news.

10/26/2026

AI-powered scams are becoming increasingly sophisticated, making it harder to distinguish legitimate requests from fraud. Understanding common tactics can help you better protect yourself and your financial accounts.

Take a look at these five emerging scam types and practical steps you can take to stay vigilant.

5 AI-powered financial scams that are hard to spot

10/22/2026

October is Breast Cancer Awareness Month—a time to stand with survivors, honor those we’ve lost and support the millions of individuals and families affected by breast cancer. This month, we encourage conversations, screenings and shared strength—because no one should face breast cancer alone.

10/20/2026

As someone who works closely with families, I know just how deeply caregiving can impact your time, your wellbeing and your vision and plans for your future. Our new Financial Impact of Caregiving Report, highlights what caregivers are experiencing and the support that can make a meaningful difference.

Hear what caregivers are saying: https://bit.ly/47Av8OT



Source: Edward Jones and Harris Poll, in partnership with Age Wave, 2026.