Edward Jones-Associate: Matt Gimbal

05/11/2026

Emotions and investing usually don’t mix well. Fear, excitement and panic often push investors to buy high, sell low or abandon their strategy altogether.

Before reacting to the latest headline, pause and reconnect with your long term goals. Your retirement, your family’s future and your legacy may depend on it.

Too often, our emotions can be a barrier to our investment success. In these situations, it’s important to take a timeout and remember why you’re investing.

05/07/2026

Your employer’s life insurance policy can serve as a valuable safety net if something were to happen to you. But is life insurance through work enough? What happens if you lose your job? Here are some factors to consider.

Our guide to help you figure out how much and what type of insurance you need.www.edwardjones.com/us-en

04/30/2026

The spike in volatility in recent weeks underscores the threat geopolitics can pose to portfolios. But, as energy prices surge and settle, what will the oil shock mean for the 2026 markets?

Our Senior Economist of Investment Strategy James McCann discusses how market fundamentals are crucial in uncertain times and reviews potential opportunities for today’s investors to help weather the storm.

Watch the full episode: https://bit.ly/426lyAA

04/27/2026

Markets have staged an impressive rally after a period of volatility. What is behind the optimism in equities? Our Principal, Head of Investment Strategy Mona Mahajan joined Bloomberg Surveillance to discuss key drivers, including oil price expectations and corporate earnings forecasts.

Watch the full interview: https://bit.ly/42xjyBu

04/23/2026

New job? What should you do with your 401(k)? Here are four potential options for your 401(k) when leaving an employer.

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

04/16/2026

True wealth is knowing what counts. Financial planning takes your relationship with a financial advisor to a deeper, more individual level.

A comprehensive approach to managing wealth financial planning delivers a personalized experience across five areas of your financial life.www.edwardjones.com/us-en

04/10/2026

You’ve planned the “saving” part—now plan the “spending” part. These 10 retirement reminders cover what most people miss, from healthcare to taxes to daily purpose.

From healthcare costs to feeling a lack of purpose, here’s what most people overlook when planning for retirement.

04/02/2026

Don't know the difference between a traditional and a Roth IRA, or which one makes the most sense for you? Visit our Financial Fitness site to learn which is which, and whether either makes sense for your financial strategy.

Learn about the features, benefits, and different types of IRAs as tools for retirement savings. From Edward Jones and EVERFI

03/30/2026

Are you and your family ready to learn more about important financial topics? Take that next step and see your knowledge grow by reviewing these short, interactive financial modules.

Real-world advice to help you develop financial skills for all stages of your life www.edwardjones.com/us-en

03/26/2026

No two of my clients are alike. That’s why you have choices at Edward Jones.

As your financial advisor, I can help you understand how we'll work together and which of our offerings can best meet your preferences and needs.

Explore your options at the page linked below. Then reach out to start a conversation — we’re here to help.

https://bit.ly/40Wxzba