Edward Jones

How much money should you use from your investments to spend in retirement? We believe there’s a starting point to consider. Let's chat and learn your financial behavior to make a decision that suits you. [EDJ2021]

Retiring well is about more than just a number. And while it’s important to make sure you are financially prepared, many pre-retirees have a retirement planning need that goes largely unaddressed. Let's discuss your retirement vision.

The basics of environmental, social and governance (ESG) investing. [EDJ2021]

Have you recently changed jobs or careers? It’s time to decide what to do with your 401(k).

Edward Jones offers domestic partner benefits, transgender-inclusive benefits and associate volunteer self-identification.

Have a wonderful holiday season!

Many of our clients ask how my former BOA, Sierra, is doing in law school. Here's your answer. Well done, Sierra! We're all very proud of you.

Check out these strategies to help you get more comfortable with this transition.

Thank you to Randy Mack and Heidi Faulkner of Artisan Sotheby’s International Realty for the gorgeous holiday wreath.

The 2020 election is making headlines. But when it comes to your portfolio, your financial goals, not the election, should be your guide.

Happy Thanksgiving from 1801 4th Street!

Retirement is no longer simply defined as the end of work, but the beginning of a whole new chapter of life, with new choices, freedoms and challenges. We discuss the intention/action gap between what retirees want and what they are doing.

3 lessons from history that can serve as a valuable guide.

It's with great pride that I wish to congratulate my teammate and Branch Office Administrator (BOA), Jennifer Hampson, for having received the prestigious Edward Jones BOA Managing Partners award for 2020. This award recognizes BOAs for exceptional achievement in building client relationships and client satisfaction. It's especially meaningful as Jennifer is one of only 400 of the firm's more than 16,000 BOAs to receive this award. It's the BOA equivalent of an Oscar or a Grammy - it's a REALLY BIG deal! Congratulations Jennifer!! You've worked hard to earn it and you most assuredly deserve it. I consider myself very fortunate to have the privilege of partnering with you in our practice. Tip - Hire people who are smarter than you and grant them the freedom and encouragement to flourish.

Once viewed as an end to work and an opportunity to wind down, retirement is increasingly becoming a time of new choices, new freedoms, new purpose and new challenges.

For a review of last week's market and guidance for the week ahead, take a look at this report.

Thinking about buying a home? Learn about the process, resources and strategies to buy a home while sticking to a budget. Explore loan choices, compare mortgages, and learn key points to help you decide if homeownership is right for you.

In this update, we review last week's market performance and take a look at what the week ahead could hold.

It's not something you necessarily plan for, so first you'll likely want to evaluate your options.

Check out our weekly market update for news on last week's market and guidance for the week ahead.

We are excited to announce Edward Jones Financial Advisors Rate Firm Highest in Employee Advisor Satisfaction among Financial Investment Firms", according to J.D. Power.

We strive to build deep personal relationships with every one of our clients. It begins with understanding what is most important to our clients, then how, when and where they want to be served.

Wanting to have a conversation with me, but not sure how to get started? This quiz helps you figure out where to begin and delivers personal considerations to prepare you for a successful meeting.