Edward Jones-Financial Advisor: Patrick Dodd

10/24/2025

Could AI investing be in your future?

Understand the opportunity for investing in AI.www.edwardjones.com/us-en

10/14/2025

There's no universal answer on the "right time" to retire, but exploring these five questions can help you decide whether you might be emotionally ready. Think your answers through, and let's schedule time to discuss how to help get you retirement ready.

Read more here

10/08/2025

Selling a home that has increased in value may mean more money for you on closing day — but that increase could be taxed as a capital gain.

Downsizing your home? Watch out for capital gains taxeswww.edwardjones.com/us-en

10/02/2025

Congress has been unable to pass legislation to fund the government, resulting in a government shutdown. What does it mean for you? We break down some of the minimal and potentially major impacts. Don't hesitate to reach out with any questions.

What does a government shutdown mean for you? Read what we anticipate will be the more direct financial implications for individuals and families based on previous shutdowns.

09/25/2025

One of the biggest questions people have about retirement is how long their savings will last. If you’ve been wondering the same thing, these tips can help ensure you have enough saved for retirement.

How long your money will last in retirement depends on your investment strategy, withdrawal plan and more. Learn how to make your money last in retirement.

09/23/2025

You’ve worked hard to build your portfolio and assets—but not having the right estate documents in place may make it more difficult for your wishes to be carried out after death.

Here are some steps you should consider to help ensure your wishes are accurately carried out.www.edwardjones.com/us-en

09/18/2025

401(k)s are valuable retirement-saving vehicles—but they’re not your only option. Here are some key differences between 401(k)s and IRAs, and how you could take advantage of both.

Benefits to having both

09/10/2025

Guess what day it is??

Wish list Wednesday!

Congrats to Ms. Hatter on Septembers “Wish list Wednesday”

09/10/2025

Saving for retirement and your child’s education don’t have to be mutually exclusive. By outlining your priorities, you can strike the right balance between saving towards both goals.

Your financial advisor can help you balance your savings strategy to achieve both goals.

09/04/2025

It's not just how much you save, how you save it is also important. Learn how asset consolidation can be a key part of your financial strategy.

You work hard for your income. Here are some ways to help ensure your retirement dollars are working hard for you.www.edwardjones.com/us-en

08/26/2025

When you consolidate your retirement accounts with my office, I can see the “big picture” of your retirement savings more clearly and help align your strategy with it.

You work hard for your income. Here are some ways to help ensure your retirement dollars are working hard for you.www.edwardjones.com/us-en

08/18/2025

Annuities can help you plan for retirement – but what are they exactly? In this article, we go in-depth on annuities and how they could be a useful tool in your retirement planning toolkit.

Let's talk through the details