Marc Celestini PFP, FCSI - Financial Advisor

10/26/2026

Where you hold your investments can be just as important as what you invest in. Asset location is a strategy that helps place investments in the accounts that may offer the greatest tax efficiency, helping you keep more of what you earn over time.

A thoughtful approach can make a meaningful difference to your long-term financial goals.

If you have questions about whether your portfolio is tax efficient, reach out to me or book a call to discuss your options.

Edward Jones, its employees and financial advisors do not provide tax or legal advice. Consult a qualified tax or legal professional regarding your personal situation. This content is for informational purposes only.

10/24/2026

A sharp rotation in equity markets last week saw investors pull back from AI-related stocks

How did the markets perform this week? Get the highlights and the latest economic news.

10/22/2026

Creating strong passwords, using secure websites, and operating with a healthy dose of skepticism can go a long way. These simple habits can help ensure your information is safe—and keep scammers out of your accounts.

Find out how to protect your online financial information.

10/20/2026

Fraud can happen to anyone but knowing how to protect yourself against common scams can help you stay ahead of a potential financial ⁠crisis. Learn to spot the warning signs.

Anyone can become a target for fraud. Learn more about how to spot scams.

10/17/2026

U.S. technology has come under pressure in October amid concerns about AI-related debt, revenue expectations and higher rates, while investors have gravitated toward value stocks and more defensive sectors.

How did the markets perform this week? Get the highlights and the latest economic news.

10/16/2026

Online scammers are constantly finding new ways to target your personal and financial information. Follow these six tips to protect what matters most to you.

6 ways to protect yourself against cyber threats

10/14/2026

An experienced financial advisor can help keep your goals front and center while navigating the changing landscape, keeping you on track, and offering clarity around fees, services, and resources. Take advantage of our professional advice—schedule an appointment with me today.

Learn how a trusted financial advisor helps you navigate complexity.

10/12/2026

This year, we're grateful for our clients and the trust they place in us to make their financial goals a reality. Every milestone celebrated is a reason to give thanks. Wishing you and yours a wonderful Thanksgiving.

10/10/2026

Four years in, the S&P 500 bull market is not an outlier in terms of either strength or longevity.

How did the markets perform this week? Get the highlights and the latest economic news.