Edward Jones Financial Advisor: Michelle Van Pelt

Overconcentration in your portfolio can limit your investment success and opportunities. Now is a great time for us to review your portfolio diversification, together. [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.

Interested in learning more about last week's market and what this week could hold? Take a look at this update.

Not talking about money can have negative consequences for families. Gaining a better understanding of family dynamics can help everyone have more positive and productive discussions about the future. [EDJ2021]

Wanting to have a conversation with me, but not sure how to get started?

Changing jobs can spark the question: What do I do with my 401(k)? There are four options to consider. Let’s talk about the right one for you.

You now have until May 17 to make a 2020 contribution to a traditional or Roth IRA.