Jason A. Jones, Financial Advisor

06/09/2026

Many believe investing requires a large sum, but the truth is small, steady contributions can be incredibly powerful. Swipe through to learn more.

It’s not just about how much you invest today but how consistently you do it over time. Let’s build your plan — contact us to get started!

06/05/2026

Ever wondered how the stock market works? Whether you're new to investing or just want a clearer understanding, swipe for a breakdown of the basics.

Ready to take the next step in your investment journey? Contact our team today.

06/04/2026

The June 30th Free Application for Federal Student Aid (FAFSA) deadline is rapidly approaching.

The information students and parents (if applicable) enter into the application determines eligibility for federal grants, student loans, work-study programs, and various state and school-based aid. As such, failing to submit this key form can have serious financial consequences.

Here are some key action items for those with the FAFSA still on their to-do list:

✅ Obtaining federal student aid (FSA) IDs for each contributor (student, parents, etc.).
✅ Getting all tax information from the previous year ready and any required financial information.
✅ Deciding which colleges to share the FAFSA information with. If a specific college has already been chosen, you only need to include that institution.
✅ Carefully reviewing the FAFSA submission summary.
✅ Signing and submitting the application before the deadline.

We hope this checklist helps those preparing for college submit the FAFSA accurately and on time!

Regardless of what milestones you’re approaching, know that we are here to help you make investment decisions that reflect your current goals and future ambitions. Give us a call anytime.

01/31/2026

Bundle up Central Florida 🥶

With rare prolonged cold, exposed pipes could become a real concern when temperatures sit below freezing for more than 4-6 hours.

10/13/2025

On October 1st, the U.S. government entered a partial shutdown. Many are wondering what this means and what financial impacts Americans might experience. Swipe through for a quick overview.

If you have questions about how this may affect your financial plans or simply want to talk through your investment strategy, please don’t hesitate to give us a call. We are here to help.

11/21/2024

Read the latest issue of Financial Watch here: https://bit.ly/financialwatch-nov24

11/18/2024

By cutting rates, the Fed goes being a foe to a friend to investors, but that friendship may not be as strong as originally expected. CIO Gene Goldman, CFA, outlines three reasons why in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

11/12/2024

Read the latest issue of Retire Wise here: https://bit.ly/retirewise2024