Edward Jones - Financial Advisor: Gary Nicksa

03/26/2026

In a CNBC Squawk Box interview, our Principal, Head of Investment Strategy Mona Mahajan discusses the impacts of an oil shock and why the long term fundamentals of the economy still matter.

Watch the full interview: https://cnb.cx/3NHOJGE

This content is for general information purposes only and is not intended to predict or guarantee the future performance of individual securities, market sectors or the markets generally. Opinions expressed are as of the date of this report and are subject to change. This material is not directed to any specific investor or potential investor and should not be interpreted as a specific recommendation or investment advice. Investors should make investment decisions based on their unique financial situation.

Past performance of the markets is not a guarantee of future results. Investors should understand the risks involved in owning investments, including interest rate risk, credit risk and market risk. The value of investments will fluctuate and investors can lose some of all of their money. References to specific companies or securities should not be construed as a recommendation to buy or sell the security, nor should it be assumed to be profitable.

03/05/2026

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

Read through your options

03/03/2026

If you own a business with no employees and are maxing out an owner-only 401(k), there may be even more ways to save for retirement.

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02/18/2026

Tax season can be a stressful time even without the worry of unintentionally making a filing mistake. Here are five common tax-filing mistakes and what you can do to help avoid them.

Before you file your taxes this year, be sure to avoid these five common tax-filing mistakes.

02/13/2026

With tax season upon us, now is a good time to evaluate how your Social Security benefits contribute to your overall tax liability.

An older retired couple reviewing their finances on an ipadwww.edwardjones.com/us-en

01/28/2026

Interest rate forecasts? They miss the mark more often than you think. Here’s why rate expectations shouldn’t drive your investment decisions.

Why relying on rate forecasts can mislead investors—and what to consider instead.

01/14/2026

These smart strategies can help investors weather the tax changes with confidence.

2026 tax changes: What you need to knowwww.edwardjones.com/us-en

01/09/2026

Think it's too late to benefit from Roth retirement accounts? Think again. A Roth conversion can help you reap the benefits of a post-tax-advantaged account.

Don’t miss the benefits of a Roth conversionwww.edwardjones.com/us-en

12/10/2025

Are you and your family ready to learn more about important financial topics? Take that next step and see your knowledge grow by reviewing these short, interactive financial modules.

Real-world advice to help you develop financial skills for all stages of your life www.edwardjones.com/us-en

12/03/2025

When it comes to covering health care costs in retirement, preparing can be the best medicine. Here are five common health care mistakes to avoid as you prepare for retirement.

Avoid these 5 costly health care mistakeswww.edwardjones.com/us-en

11/25/2025

From tariffs to tax laws, 2025 has seen its share of financial changes. What can you do to help get your portfolio ready for 2026?

2025 year-end checklist for your financial strategywww.edwardjones.com/us-en

11/05/2025

Did you know 84% of high school students are concerned about their financial future?

At Edward Jones, we see an opportunity to take that concern and turn it into confidence. Since 2020, we have partnered with EVERFI on our Financial Fitness curriculum, a digital education initiative designed to empower high school students, clients, investors and families to gain a deeper understanding of the fundamentals of investing, the global marketplace and foundational financial concepts.

We’ve set a goal of impacting one million adults and youth by the end of 2025, and have already reached more than 407,000 learners. Even more powerful, though, is the impact we've seen in the communities we're serving with this program. Through this work, Edward Jones is advancing our purpose to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. https://bit.ly/3A52XGN