Edward Jones - Financial Advisor: Brian Clark, AAMS

05/23/2026

Take steps toward a healthy financial future with strategic workplace retirement solutions. The right plan can help you save on taxes, grow your business and diversify your wealth.

Let's work together to choose the proper retirement plan for you and your employees.

Take steps toward a healthy financial future with strategic workplace retirement solutions. The right plan can help you save on taxes, grow your business and diversify your wealth. Let's work together to choose the proper retirement plan for you and your employees.

05/13/2026

Many retirees unknowingly make mistakes that can reduce their long‑term financial stability. Explore these practical steps to help support a more durable income plan.

05/06/2026

Whatever your financial goals may be, my priority is to serve you with depth and care. That’s why I offer comprehensive financial planning to help organize your finances in support of your long-term goals.

Financial planning can be a great fit if you’re looking for strategies around retirement income, tax-efficient investing, or estate and wealth transfer considerations.

Learn more in the video or reach out and I’ll walk you through what to expect as a financial planning client: https://bit.ly/4rKf4S8

Whatever your financial goals may be, my priority is to serve you with depth and care. That’s why I offer comprehensive financial planning to help organize your finances in support of your long-term goals. Financial planning can be a great fit if you’re looking for strategies around retirement i...

05/04/2026

Markets are pushing higher despite geopolitical and energy uncertainty. So what’s driving the momentum?

Senior Global Investment Strategist Angelo Kourkafas breaks down how strong corporate earnings, continued AI investment and a resilient consumer and economy are supporting markets in the latest Weekly Market Wrap.

https://ow.ly/Ies350YTB9y

04/28/2026

April is Financial Literacy Month—a reminder that understanding your finances is a key step toward long term confidence and security. Whether you’re building healthy habits or refining your strategy, having the right knowledge can help you make informed decisions for your future.

Learn more: https://ow.ly/6xCt50YKrPW

04/03/2026

Geopolitical headlines can create short‑term uncertainty, but your financial strategy should be built for the long haul.

If you’d like to review your plan and help ensure it’s built to weather the unexpected, I’m here to help.

https://www.linkedin.com/posts/brian-clark-89784178_geopolitical-headlines-can-create-shortterm-activity-7444368618202517504-cpQo?utm_source=share&utm_medium=member_ios&rcm=ACoAABB_b7MB8LwanNx1KgnKML2QVUrlTLntndA

10/08/2025

Recently changed jobs or decided to retire and have a 401(k) plan to consider? Learn which of these four options might work for you: Leaving it, moving it, rolling it over to an IRA or cashing it out (and the potential tax consequences).

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.