Edward Jones - Financial Advisor: Ian Roach

06/01/2026

If you’re navigating a career change, you may have questions about your 401(k), restricted stock or whether your portfolio is overconcentrated. I’m here to help you explore your options.

05/29/2026

There is an old adage that says, "sell in May and go away." But should investors take that approach this year? Principal, Head of Investment Strategy Mona Mahajan discusses market strategy and what to consider before trying to time the markets.

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

05/25/2026

This Memorial Day, we honor the men and women who laid down their lives in service to our country.

05/22/2026

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

05/18/2026

If you’re thinking about tapping in to your 401(k) earlier than you initially planned, there are some things you need to consider. Read more about 401(k) withdrawals and loans, and feel free to reach out to me with any questions: https://bit.ly/4ww3gqh

05/11/2026

Many people spend decades dreaming of their ideal retirement and how to make it a reality. But while it’s important to make sure you are financially ready to retire, it is also important to prepare emotionally for such a big life change. Here are some questions to consider if you’re emotionally ready to retire.

Read more here

05/07/2026

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.

05/04/2026

High-interest debt can slow your progress toward your financial goals, but it doesn’t have to. As a financial advisor, I help clients take control with a clear strategy aligned to their unique goals and needs. Ready to get started? Let’s chat.

04/27/2026

Could AI investing be in your future?

Understand the opportunity for investing in AI.www.edwardjones.com/us-en

04/20/2026

Investing involves risk – and so does not investing. If you don’t invest, your money may not grow enough to allow you to reach your important long-term goals, such as a comfortable retirement.

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