Edward Jones - Financial Advisor: Morgan Mann

11/28/2025

Life is full of surprises, but when you’ve got the right guidance and assistance, you can be ready for just about anything. Here are some tips to help you protect your financial future from unexpected events.

Retirement risks

11/26/2025

Thinking about your next move as a financial advisor?
Let’s talk about what’s possible at Edward Jones.

Join us for a live webinar where you’ll hear directly from our advisors and recruiters about:

-Transition compensation that sets you up for success
-Practice management and tech tools that make a difference
-Real-time Q&A to get your questions answered

📅 Friday, Dec 12 | 3:30 PM CST
🔗 Register here: https://bit.ly/4p4DhSX

11/24/2025

Talking to your family about money can be hard, but learning how to have productive conversations can actually help your finances.

Learn about topics, strategies, and best practices for having family conversations about money. From Edward Jones and EVERFI

11/21/2025

Estate planning isn't only for the wealthy. By not putting your own plan in place, you have a "strategy" by default – the laws of your state.

Learn how and where to start

11/19/2025

Did you know 84% of high school students are concerned about their financial future?

At Edward Jones, we see an opportunity to take that concern and turn it into confidence. Since 2020, we have partnered with EVERFI on our Financial Fitness curriculum, a digital education initiative designed to empower high school students, clients, investors and families to gain a deeper understanding of the fundamentals of investing, the global marketplace and foundational financial concepts.

We’ve set a goal of impacting one million adults and youth by the end of 2025, and have already reached more than 407,000 learners. Even more powerful, though, is the impact we've seen in the communities we're serving with this program. Through this work, Edward Jones is advancing our purpose to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. https://bit.ly/3A52XGN

11/17/2025

If you’ve been impacted by the recent federal layoffs, please know you’re not alone. As a financial advisor, I’m here to help you navigate this uncertain time. Whether it’s reviewing your financial strategy, exploring options for your retirement accounts or simply talking through next steps, we can find a path forward together.

In the meantime, here are some key steps to take following a job loss.

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11/14/2025

Feeling overwhelmed when it comes to deciding which type of retirement account is right for you? Sometimes you don't need to choose – we often see value in exploring an IRA even if you're already paying into a 401(k). Read these things to consider and let's talk about your options.

Benefits to having both

11/12/2025

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

11/10/2025

Life insurance isn’t always easy to understand, but figuring out how much you should get to keep your family protected is a good place to start. Use our life insurance calculator, “L-I-F-E,” to get an estimate: https://bit.ly/4nPlgqb

11/07/2025

Our Senior Economist James McCann breaks down what the Fed's latest rate cut might mean for investors—and where rates may be headed next.

11/05/2025

Our investment strategists break down the latest on the health of the U.S. economy, equities, bonds and international markets. They also discuss artificial intelligence (AI) and its impact on the markets and economy.

Our investment strategists provide Edward Jones’ perspective on the economy and the markets, and what it may mean for your portfolio.

11/03/2025

After a delay from the government shutdown, the Social Security Administration (SSA) announced a 2026 cost-of-living adjustment (COLA) for Social Security benefits of 2.8%. Our latest Market Pulse covers our recommendations for retirees.

Social Security announces 2026 cost-of-living adjustment for benefits