Edward Jones - Peter Z. Hofstra

10/16/2026

From equity awards to diversification, I can help you make the most of your executive compensation strategy. Send me a message to schedule a consultation.

10/16/2026

A race isn’t won by the driver alone. It takes a team to reach that checkered flag. The same is true for your financial plan. As the Official Private Wealth Management Partner of the McLaren Racing, Edward Jones is invested in your drive. Contact my office today to plan for the road ahead.

McLaren Racing Limited is not a current client of Edward Jones. McLaren was compensated for this endorsement. For more information, visit edwardjones.com/racing?utm_term=995675&utm_source=facebook&utm_medium=social_media&utm_content=3351019&c3nid=995675_facebook_3351019&c3ch=BranchSocialMedia&EID=MDAwMDAwMTg1MTc0NA%3D%3D.

10/15/2026

With financial fraud on the rise, staying vigilant is more important than ever. Edward Jones continues to work behind the scenes to help safeguard client information—and now, through our relationship with Carefull, we’re offering an additional layer of support.

Carefull helps monitor accounts, track unusual activity, and alert you to potential issues early, making it easier for you and your family to feel more confident in your financial security. And it’s available at no cost to Edward Jones clients in the United States.

If you’d like to learn more, feel free to reach out.

10/14/2026

Interested in growing your practice?

Experience Edward Jones firsthand and discover how to take your business to the next level.

Join us November 4-6 for our exclusive Due Diligence Event at New York Marriott Marquis.

Register: https://bit.ly/4ykLs18

10/14/2026

A successful business exit often starts well before a sale or transition. I can help you consider key financial planning strategies to prepare for what comes next — let’s talk about your vision.

10/14/2026

Financial fraud is becoming more sophisticated, but knowledge remains a strong defense. Learn to recognize common scam tactics and warning signs, and take steps to help protect yourself, your loved ones and the wealth you've worked hard to build. Watch this webinar live on Oct. 21 at 3 p.m. CT or on demand after.

Learn more: https://bit.ly/4yHFubA

10/13/2026

I enjoyed reading this recent Kiplinger article featuring our Head of Wealth Management and Field Management, David Chubak. One point that stood out to me is how many families are balancing long-term goals with desire to support loved ones today.

It’s something that often comes up in conversations with clients, whether it’s helping adult children with housing expenses, student debt or other financial challenges. As David notes, "The reality is we live in an age of financial uncertainty and anxiety like no other." Having open conversations and a thoughtful plan can help families navigate those decisions with greater confidence.

Read the article here: https://bit.ly/4euOeJU

What financial lesson or value do you hope to pass along to the next generation?

Passing down the wealth you've built over a lifetime, with wisdom and grace, is good. Passing on your values along with the money? Even better.

10/12/2026

What would happen if you had to retire sooner than expected?

Many people focus on their target retirement date but spend less time preparing for the possibility of an earlier exit due to a job loss, health issue or family caregiving needs.

If you'd like to explore how your retirement strategy would hold up under an unexpected scenario, let's talk. Planning for the "what-ifs" today can help reduce stress tomorrow.

Concerned about a forced retirement? 4 tips to prepare

10/12/2026

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previous ones, and does it still have room to run?

Angelo Kourkafas, Senior Global Investment Strategist, shares his perspective on what's helping sustain this bull market and what investors should watch next in the latest Weekly Market Wrap: https://bit.ly/47aLHRl

10/11/2026

If you’re navigating a career change, you may have questions about your 401(k), restricted stock or whether your portfolio is overconcentrated. I’m here to help you explore your options.