Edward Jones-Finacial Advisor: Alexis Kopecky

11/04/2022

A solid financial foundation can help you feel less overwhelmed, so that you are able to mark these events with more joy than anxiety. Below are six financial considerations.

What you should know

11/02/2022

Check out this article, then let's discuss.

How much you withdraw from your portfolio each year can play a role in how long your money could last.

10/31/2022

Do you have questions about how we stay connected? Give me a call to discuss.

Here’s how we support you

10/27/2022

Everyone wonders about having enough for retirement, the right financial advisor can help. Take the quiz to find your match.

Choose the best financial advisors for your needs, from retirement savings to wealth strategies. Take the Edward Jones Match quiz today.

10/25/2022

Our senior investment strategist Mona Mahajan explained why we don’t expect a prolonged or deep recession.

Mona Mahajan, Edward Jones senior investment strategist, joins 'Squawk Box' to discuss the earnings reports, markets, and more.

10/21/2022

I found this to be interesting - our stress and anxiety that surrounds talking about finances, and what we can do to help mitigate those.

The way you grew up financially may be limiting your outlook on what you think you're capable of in adulthood, financial experts say. Here's how.

10/19/2022

I´m proud of our firm and the priority placed on being a place of belonging. We´ve ranked No. 3 on the 2022 list of "100 Best Workplaces for Millennials." The survey probed attitudes about high levels of trust, respect, credibility, fairness, pride and camaraderie.

The survey is from Fortune® in partnership with Great Place to Work®. Results, based on data as of March 2022, were released July 18, 2022.

10/17/2022

Here's a closer look at advance planning for business exit strategies. Happy to discuss in further detail.

Business continuation is a strategy to help ensure the new owner is prepared to lead the company.

10/13/2022

It's a common fear. Let me walk you through our process and discuss your "what if" and "how to" questions.

Will my money last?

10/11/2022

When you partner with us, you’re never alone. Send me a message and we can talk about how we can work together to help reach your financial goals.

10/07/2022

From investment strategies to planning your estate, we have tools to help you reach your financial goals. Let's chat through how we can help get your personal finances in order.

How to manage your finances

10/05/2022

3 tips for you to consider

Tips for the next chapter