Edward Jones - Financial Advisor: Heather Bergen

05/29/2026

Stay up to date with the latest developments, trends and daily insights on the market.

Stay up to date with latest developments, trends, and daily insights on the market. Get a comprehensive look at market movements, international updates, economic indicators, and our expert's analysis.

05/27/2026

You can always work luxury purchases into a plan, but what happens when "living large" starts shrinking your long-term security? Here's how to enjoy today without risking tomorrow.

How to Avoid Going Too Lean—or Too Lavish— With Your Money

05/25/2026

Today, Memorial Day, we honor those who have sacrificed their lives for our country.

05/22/2026

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

Read through your options

05/20/2026

You may be a rock star at running your business, but it helps to have a financial professional assist you with your company's cash management and retirement plan.

Here's our business owners hub

05/18/2026

A gift to a 529 plan can be a valuable way to help your friends or family members fund future educational opportunities — anytime of the year. The best part is that anyone can contribute to the account, including grandparents, family friends, parents and others.

Learn about the many benefits of gifting 529 education savings funds and the many ways those funds can be used.www.edwardjones.com/us-en

05/15/2026

Don't just go off instinct when thinking about saving for college. Take our short lesson to discover options like 529 plans and make a more informed decision

Learn about the process, benefits, risks, and tax implications of using a 529 plan to save for college. From Edward Jones and EVERFI

05/12/2026

It's 529 Month, let’s invest in knowledge! Get started with our lesson to understand the power of 529 plans and strategies to help pave the way for your loved ones' educational success.

Learn about the process, benefits, risks, and tax implications of using a 529 plan to save for college. From Edward Jones and EVERFI

05/10/2026

Happy Mother's Day!

05/08/2026

A 529 plan is a great option for saving for your child’s education—but it’s not your only option. There are many ways to pay for college that should be considered as part of an overall college savings plan.

From 529s to bonds, etc.