Edward Jones- Financial Advisor: Grant Simmons

Edward Jones- Financial Advisor: Grant Simmons As your financial advisor, I want to understand what's important to you. We'll partner together throughout your life to help keep you on track.

We'll use an established process to build personalized strategies to help you achieve your goals.

With tax season upon us, now is a good time to evaluate how your Social Security benefits contribute to your overall tax...
04/10/2026

With tax season upon us, now is a good time to evaluate how your Social Security benefits contribute to your overall tax liability.

An older retired couple reviewing their finances on an ipadwww.edwardjones.com/us-en

Congress has been unable to pass legislation to fund the government, resulting in a government shutdown. What does it me...
04/08/2026

Congress has been unable to pass legislation to fund the government, resulting in a government shutdown. What does it mean for you? We break down some of the minimal and potentially major impacts. Don't hesitate to reach out with any questions.

What does a government shutdown mean for you? Read what we anticipate will be the more direct financial implications for individuals and families based on previous shutdowns.

Geopolitical flare ups can rattle markets, but history shows their impact often fades fast. Even amid the current Middle...
04/06/2026

Geopolitical flare ups can rattle markets, but history shows their impact often fades fast. Even amid the current Middle East tensions and rising oil prices, today’s strong economic backdrop reinforces one message: stay focused on the long-term, not the headlines. We’re monitoring the latest developments and their potential implications for investors.

The U.S. and Israel launched joint strikes on Iran on February 28, prompting Iran to respond with counterattacks across multiple Middle Eastern cities. Iran is a meaningful oil producer, the fourth largest within OPEC, accounting for roughly 4% of global oil supplies, with about 80% of its exports g...

Have you reviewed your estate plan lately? Taking steps today may help reduce the amount of taxes you or your heirs may ...
04/03/2026

Have you reviewed your estate plan lately? Taking steps today may help reduce the amount of taxes you or your heirs may pay later.

Taking steps today may help reduce the amount of taxes you or your heirs may pay later.

If you’re among the tax filers receiving a refund this year, how can you make the most of it? Here are four tips to help...
04/01/2026

If you’re among the tax filers receiving a refund this year, how can you make the most of it? Here are four tips to help get you started.

If you receive a tax refund this year, you can make it work for you — helping build more financial stability and helping you create a more secure future.www.edwardjones.com/us-en

03/30/2026

I understand how overwhelming it can feel in the wake of a job loss. Review these adjustments to your financial strategy that could help. I'm also happy to discuss how you may be able to prioritize your budget as you seek your next career opportunity.

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03/27/2026

If you own a business with no employees and are maxing out an owner-only 401(k), there may be even more ways to save for retirement.

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You’ve worked hard to build your portfolio and assets—but not having the right estate documents in place may make it mor...
03/25/2026

You’ve worked hard to build your portfolio and assets—but not having the right estate documents in place may make it more difficult for your wishes to be carried out after death.

Get insights from Edward Jones professionals, and see what our strategists' perspectives mean for you.www.edwardjones.com/us-en

Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents ca...
03/23/2026

Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents can help you determine how to address your unique needs. Here's what you should know.

A comprehensive estate plan involves multiple documents, but two key ones include a will and a living trust. It’s important to understand how these documents differ.www.edwardjones.com/us-en

You can always work luxury purchases into a plan, but what happens when "living large" starts shrinking your long-term s...
03/20/2026

You can always work luxury purchases into a plan, but what happens when "living large" starts shrinking your long-term security? Here's how to enjoy today without risking tomorrow.

How to Avoid Going Too Lean—or Too Lavish— With Your Money

Confused about how much life insurance your loved ones might need to cover expenses if your income is no longer availabl...
02/25/2026

Confused about how much life insurance your loved ones might need to cover expenses if your income is no longer available? Use this life insurance calculator to help estimate the amount of coverage that might work best for you.

Anyone with financial obligations should have life insurance, but determining how much can be a challenge.

Fraud awareness and prevention is important, especially when you have a family to look after. Here’s what you need to kn...
02/18/2026

Fraud awareness and prevention is important, especially when you have a family to look after. Here’s what you need to know about staying safe from scams.

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8009A S Sheridan Road
Tulsa, OK
74133

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Wednesday 8am - 5pm
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