Edward Jones-Financial Advisor: Adam Clough

03/19/2026

If you’re among the tax filers receiving a refund this year, how can you make the most of it? Here are four tips to help get you started.

If you receive a tax refund this year, you can make it work for you — helping build more financial stability and helping you create a more secure future.www.edwardjones.com/us-en

03/16/2026

Thinking about your retirement strategy? Roth contributions could be a game changer. They offer tax-free withdrawals, flexibility and even benefits for your heirs. Learn why paying taxes now might make a difference later.

Roth contributions could be one of your smartest retirement moveswww.edwardjones.com/us-en

03/09/2026

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.

02/10/2026

With tax season upon us, now is a good time to evaluate how your Social Security benefits contribute to your overall tax liability.

An older retired couple reviewing their finances on an ipadwww.edwardjones.com/us-en

12/01/2025

The only constant in life is change — well, that and taxes. And while there's not much you can do about taxes, you can manage change by keeping your estate plan up-to-date. In general, reviewing your estate plan every three to five years and after one of these five major life events can help prevent your assets from falling into the wrong hands after your passing.

When life changes, your estate plan may need to change too. We recommend reviewing your estate plan when these life events occur.www.edwardjones.com/us-en

11/18/2025

The OBBBA’s new Social Security tax deduction is a welcome change for many retirees, but it’s also raising important questions. Here’s a helpful resource to make sense of it all.

Breaking down the impact on your retirement income and planning

11/13/2025

From tariffs to tax laws, 2025 has seen its share of financial changes. What can you do to help get your portfolio ready for 2026?

2025 year-end checklist for your financial strategywww.edwardjones.com/us-en

09/22/2025

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

09/18/2025

World Alzheimer's Day is September 21. At Edward Jones, we care about our clients and their families — and we want you to be protected and well taken care of if Alzheimer’s strikes.

Talking about Alzheimer’s can be uncomfortable, but making sure trusts, wills, powers of attorney, passing arrangements and plans for long-term care are in order today will save you a world of heartache tomorrow.

Interested in learning more? Stop by or call our branch. To learn more about your local walk: www.alz.org/edwardjones

Contributing to a cause and participating in or volunteering for a charity or charitable event is a personal decision and completely voluntary.

09/04/2025

When you consolidate your retirement accounts with my office, I can see the “big picture” of your retirement savings more clearly and help align your strategy with it.

You work hard for your income. Here are some ways to help ensure your retirement dollars are working hard for you.www.edwardjones.com/us-en

08/15/2025

Your employer’s life insurance policy can serve as a valuable safety net if something were to happen to you. But is life insurance through work enough? What happens if you lose your job? Here are some factors to consider.

Your employer’s life insurance policy can serve as a valuable safety net if something were to happen to you, but will it cover all of your needs?

08/05/2025

It’s Life Insurance Awareness Month, but how do you know if you have enough coverage to provide for your family? Get an estimate with our life insurance calculator: https://bit.ly/4laDUrj