Allen W. Farr

Traditions. Rivalries. The friendships you’ve had since that first game. As the Official Wealth Management Partner of the Big 12 Conference®, we know it all matters because we’re invested in what makes you, you. Let’s work together to build a personalized financial strategy that takes it all into account.

The Big 12 Conference, Inc. is not a current Edward Jones client. The Big 12 Conference, Inc. was compensated for this endorsement. See details at edwardjones.com/sports?utm_term=1234983&utm_source=facebook&utm_medium=social_media&utm_content=3357143&c3nid=1234983_facebook_3357143&c3ch=BranchSocialMedia&EID=MDAwMDAwMTkxOTk4Mg%3D%3D.

As a financial advisor, I've seen firsthand how caregiving can create complex financial decisions for families. Business Insider explores Edward Jones research with Age Wave and The Harris Poll on the "generosity paradox" many caregivers experience as they support loved ones financially while striving to protect their own long-term financial security.

If caregiving is part of your journey now or may be in the future, I'd welcome the opportunity to help you plan for it.

Read the full Business Insider article: https://bit.ly/3V03B6L

Download the Financial Impact of Caregiving report: https://bit.ly/4A1vpX7



Source: Edward Jones and Harris Poll, in partnership with Age Wave, 2026.

Capital gain distributions can catch investors off guard, especially in taxable accounts. As year-end approaches, it's important to understand how these distributions work, potential tax implications and strategies that may help you manage them.

Reach out if you'd like to discuss how these considerations fit into your overall financial plan.

Learn more:

Capital gain distributions: What to know before year end Capital gain distributions: What to know before year end

New business owner? Stepping into a leadership role? Knowing who to call can save you a lot of guessing.

Our Networking Breakfast brings business owners, community leaders, and local professionals into one room. ☕
Come introduce yourself, ask questions, and start conversations that can help you understand your community and find your next connection.

Coming on your own? Let us know it’s your first time. We’d love to help you meet people!

Save yourself a seat and join us! Call 850-682-3212 or find us online at CrestviewChamber.com.

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/4soPaFw

Weekly market wrap A summary of last week's market highlights and economic news.

As retirement approaches, you may be reviewing your estate plan and asset titling. If you have assets owned as Joint Tenants with Right of Survivorship, you may not be aware of the risks. Connect with me to discuss if this is the best strategy for your current situation and your beneficiaries when you’re gone.

Risks of joint titling with beneficiaries Joint titling financial accounts can introduce risks. Discover the benefits and trade-offs of joint ownership and how it impacts your estate planning.

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/47Bv29K

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

We Asked 5,000 Americans About Inheritance and the Great Wealth Transfer. Here's What We Learned Our exclusive national survey on inheritance reveals how adult children and parents are — and are not — working together to make the most of assets built over a lifetime.

A solid financial game plan should reflect who you are, not just what’s in your account. That’s why we’re proud to support the traditions and teams that matter to you. As the Official Wealth Management Partner of Oregon Athletics, Edward Jones financial advisors are invested in what makes you, you.

Oregon Athletics is not a current Edward Jones client. They have been compensated for this endorsement. See details at edwardjones.com/sports?utm_term=1234983&utm_source=facebook&utm_medium=social_media&utm_content=3335791&c3nid=1234983_facebook_3335791&c3ch=BranchSocialMedia&EID=MDAwMDAwMTkxOTk4Mg%3D%3D.

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/3TUuclk