Edward Jones - Financial Advisor: Bethany Garner

05/21/2026

Market conditions can change fast — but your strategy doesn’t have to. Set clear goals, review your progress regularly and keep your portfolio diversified to help you stay on track no matter what the market is doing.

Ready to put these habits into practice? Let's strengthen your long‑term strategy.

Market sentiment, policy backdrop, and geopolitics can change quickly.www.edwardjones.com/us-en

05/18/2026

Large IPOs can come with a lot of fanfare. But in the early days of public trading, it can be difficult to separate long-term fundamentals from short-term momentum.

We break down what history shows about IPO performance – and share key considerations to help investors stay grounded in the fundamentals:

Initial public offerings (IPOs) tend to attract a lot of investor interest, especially when the company is large and well-known. The excitement can be tempting, but it doesn't always lead to strong investment results. We encourage investors to look beyond the headlines and focus on whether the share...

05/07/2026

Big life changes can bring big financial questions. Marriage, a new child, divorce or the loss of a loved one can all impact your estate plan—and may signal it’s time for a check-in.

Learn which moments matter most and how to help keep your wishes up to date: https://bit.ly/4nlioTs

04/16/2026

With all the ups and downs recently, timing the market may seem tempting. Here’s a tool to help handle the discomfort of staying invested during volatile markets.

Volatility is an ever-present part of investing.

04/09/2026

Risks are unavoidable, but you can plan for them. Your retirement strategy should incorporate expectations for risk, and in some cases, it may make sense to insure against them.

Retirement risks

04/06/2026

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

03/30/2026

The S&P 500 has stalled this year in part due to rising geopolitical tensions, but new market leaders and broader diversification have helped balanced portfolios stay resilient despite the tech pullback. Portfolio Strategist Tom Larm breaks it down in this month’s portfolio brief.

Learn more about portfolio performance, and check out our recommendations for disciplined investors.

10/22/2025

If you’re retired, it’s probably unsettling to see drops on your investment statements due to market volatility. Here are five tips to help you deal with market volatility.

When you’re retired, you may feel especially vulnerable to market volatility. But making just a few moves may better help you cope with it.

10/17/2025

Job loss can feel overwhelming—but your financial future doesn’t have to be. If you or someone you care about has been affected by federal layoffs, I’m available to help you assess your current situation and explore strategies to stay on track financially. Small steps today can make a big difference tomorrow. I’ll be with you every step of the way.

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

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09/18/2025

401(k)s are valuable retirement-saving vehicles—but they’re not your only option. Here are some key differences between 401(k)s and IRAs, and how you could take advantage of both.

Benefits to having both