Edward Jones - Financial Advisor: Jeremy W. Payton

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A 529 plan is a great option for saving for your child’s education—but it’s not your only option. There are many ways to...
09/03/2026

A 529 plan is a great option for saving for your child’s education—but it’s not your only option. There are many ways to pay for college that should be considered as part of an overall college savings plan.

From 529s to bonds, etc.

09/02/2026

As we head towards the back half of 2026, it’s a good time to step back and remember three important ground rules for long-term investors. Principal, Head of Investment Strategy Mona Mahajan discusses strategies and best practices for investing during uncertainty.

Watch the full episode: https://bit.ly/4gJR7XP

Are you planning on retiring before 65? If so, you’ll need to account for how you’ll access health insurance before Medi...
09/01/2026

Are you planning on retiring before 65? If so, you’ll need to account for how you’ll access health insurance before Medicare kicks in. Here are 10 health insurance options to consider as a retiree.

Tips for how to plan for health care costs before age 65.

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided ...
08/31/2026

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided greater clarity on the Fed's inflation-fighting priorities. Despite seasonal headwinds, the fundamental backdrop for equities remains constructive.

Angelo Kourkafas, Sr. Global Investment Strategist, discusses the latest developments in AI, Fed policy, and markets in this week's Weekly Market Wrap.



https://bit.ly/4x3Z3JJ

Life insurance can be an important tool to help provide for your family should an unexpected death occur—but did you kno...
08/27/2026

Life insurance can be an important tool to help provide for your family should an unexpected death occur—but did you know you can also use it to fund your legacy goals? Here’s how.

Fund your legacy

It’s devastating to see the impact natural disasters can have on people’s lives and property. If you’ve been affected by...
08/25/2026

It’s devastating to see the impact natural disasters can have on people’s lives and property. If you’ve been affected by a major weather event — whether a hurricane, tornado, flood or fire — we outline some steps to consider to begin the recovery process. Don't hesitate to reach out for support.

If you’ve been impacted by a natural disaster, consider these steps to help begin the recovery process.

Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withst...
08/24/2026

Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withstand elevated rates. Despite the potential for seasonal volatility, resilient economic activity and strong corporate earnings support a constructive backdrop for equities.

Investment Strategist Brock Weimer explains what’s behind the move higher in long-term yields in the latest Weekly Market Wrap.



https://bit.ly/3U5RDI6

08/24/2026

Financial fulfillment is about more than money. It's having confidence in your future, being prepared for the unexpected, and feeling in control of your financial life.

Research from Edward Jones and Gallup found that financially fulfilled individuals often:
• Have an emergency fund
• Follow a retirement strategy
• Save for major goals
• Have an estate plan
• Work with a financial advisor

Financial fulfillment may be closer than you think. Let's talk about the steps that can help you get there.



Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

Content provided by Edward Jones

08/20/2026

How long can the AI cycle last? What could derail the stock market from here? Our Principal, Head of Investment Strategy Mona Mahajan joined CNBC Squawk Box to discuss key questions for investors.

Watch the full interview: https://bit.ly/4xbSxRK

Can a six-figure income still leave you feeling financially lost?Our research with Gallup — recently featured in Fortune...
08/18/2026

Can a six-figure income still leave you feeling financially lost?

Our research with Gallup — recently featured in Fortune — found that among Americans earning more than $135,000, nearly 70% still struggle to feel financially fulfilled. Even more striking: 1 in 5 high earners report experiencing significant financial stress.

As a financial advisor, this doesn't surprise me. Income alone doesn't create confidence. What can make a difference is having a clear plan, knowing what matters most to you, and feeling genuinely in control of your financial future.
If any of this resonates, I'd love to start a conversation.

Read the full feature in Fortune: https://bit.ly/46aDXOy


Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

Seven in 10 Americans on six-figure salaries aren’t financially fulfilled—even wealthy Gen Zers.

Address

255A West Central Avenue
Springboro, OH
45066

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 3pm

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