Edward Jones-Financial Advisor: Brandon Stewart, CFP

04/04/2024

Money Markets and CD rates remain high with the Fed deciding to not cut rates. If you have cash at the bank that isn’t gaining much interest message me to see how much more you can earn.

09/04/2023

If you haven’t been to The Golf Club of Warsaw make that a priority. Whether you are a golfer or not, you’ll have a blast. You can play courses, games, or just practice on the driving range. I take my kids weekly and they love it as much as I do.

Contact Thaddeus Wallin if you have questions.

06/12/2023

Thankful to be a part of the Edward Jones family. We had an amazing awards ceremony for our 2023 annual meeting. Charged up and ready to go!

05/15/2023

With the most recent rate hike, I've had a number of people reach out asking for updated CD rates. For 3, 6, 9, and 12 month terms each of them are above 5%. If you need a CD in your portfolio send me a message or call me at 574-267-2914.

05/11/2023

If you want to be financially free you need to have a game plan in place and be in control of your money/investments. If you don’t have a clearly stated plan, you likely aren’t going to end up in as good of a place as you could have.

03/28/2023

As of 3/27/23:

Money Market: 4.6%
3 Month CD: 5.15%
6 Month CD: 5.10%
9 Month CD: 5.10%
12 Month CD: 5.00%

Municipal Bonds: Approximately 4.15% (save on taxes for dividends/yield that come off the bond)

(Approximate numbers for the below)
3-5 year 3.70 - 5.0%

Message me to see what fits best for you

01/30/2023

If you haven’t checked out The Golf Club of Warsaw, do yourself a favorite and book a time to hit on the simulator. Affordable and fantastic equipment. If you have questions message me, Thad Wallin, or find the page. *That is Josh and Thad in the pic, not me*

12/05/2022

Here is a link to our updated CD rates:

Our latest rates for certificates of deposit (CDs), bonds and other investments and loans.

10/18/2022

Updated CD and Money Market Rates as of today:
3 month: 3.50%
6 month: 4.00%
12 month: 4.25%
24 month: 4.50%

Money Market:
3.02%

10/04/2022

Congratulation to Medartis on their ribbon cutting in Warsaw today! Formerly Nextremity Solutions, Medartis is one of the world’s leading manufacturers and providers of medical devices for surgical fixation of bone fractures for upper and lower extremities as well as for the craniomaxillofacial region. Medartis employs approximately 700 individuals across its 14 locations, with products offered in over 50 countries globally. Medartis is committed to providing surgeons and operating theatre personnel with the most innovative titanium implants and instruments as well as best-in-class service.

They are located at 1195 Polk Dr, Warsaw.

09/29/2022

The last few weeks almost all of my time has been devoted to Money Markets and CD's as the Fed has been raising interest rates for a good while now. A lot of folks have been opening savings accounts with me as I have a money market that is paying north of 2.4%. If your bank is paying you less than that, take advantage of this opportunity by reaching out via phone or direct messaging. My office number is 574-267-2914. The process can be completed through esign and ACH so there is little time involvement. You worked hard for your money so you should get the most out of it and not let the bank capitalize on YOUR money.

09/19/2022

If you haven't been to the Joe's Kids annual charitable event, do yourself a favor and plan on going next year. The event is incredibly well run, a wonderful time, and for an amazing cause. Thank you Joe's Kids for a spectacular evening.