Edward Jones- Financial Advisor: Morgan Bonifazi

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Fun Fact Friday! Today is National Candy Corn Day: A dedicated day to celebrate the polarizing Halloween candy.
10/30/2026

Fun Fact Friday! Today is National Candy Corn Day: A dedicated day to celebrate the polarizing Halloween candy.

Your business may be one of your greatest assets. I can help you explore strategies for transitioning your business and ...
10/29/2026

Your business may be one of your greatest assets. I can help you explore strategies for transitioning your business and planning for your financial future. Let’s connect.

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing quest...
10/26/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/4ijcQGF


A summary of last week's market highlights and economic news.

Now that your business is heading in the right direction, it’s a good time to consider your financial future.
10/26/2026

Now that your business is heading in the right direction, it’s a good time to consider your financial future.

Read through your options

Fun Fact Friday!In 2001, Apple released the first-generation iPod.
10/23/2026

Fun Fact Friday!
In 2001, Apple released the first-generation iPod.

Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and c...
10/22/2026

Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and create a strategy aligned with your future goals. Reach out to my team to start the conversation.

Take steps toward a healthy financial future with strategic workplace retirement solutions. The right plan can help you ...
10/20/2026

Take steps toward a healthy financial future with strategic workplace retirement solutions. The right plan can help you save on taxes, grow your business and diversify your wealth.

Let's work together to choose the proper retirement plan for you and your employees.

Plan for the future with strategic workplace retirement solutions. Discover tax-saving opportunities through specialized retirement plans for small businesses.

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-ori...
10/19/2026

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-oriented and more defensive sectors amid concerns about rates, debt levels and growth expectations.

Mona Mahajan, Head of Investment Strategy, shares her perspective on what's driving the recent market rotation, why the broader fundamental backdrop remains constructive, and what it could mean for investors in the latest Weekly Market Wrap: https://bit.ly/4k2XwjZ

Fun Fact Friday!Six US presidents were born in October, more than any other month.
10/16/2026

Fun Fact Friday!
Six US presidents were born in October, more than any other month.

A successful business exit often starts well before a sale or transition. I can help you consider key financial planning...
10/15/2026

A successful business exit often starts well before a sale or transition. I can help you consider key financial planning strategies to prepare for what comes next — let’s talk about your vision.

Address

1110 Sagamore Pkwy W Suite 1
West Lafayette, IN
47906

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17656370359

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