Edward Jones - Financial Advisor: Graham Inman

Scam artists have been known to impersonate loved ones, tricking older adults into providing personal information that can convince them the call is legitimate. Never give sensitive information (like your social security number or credit card number) over the phone, especially if you can't verify the caller. Learn more about grandparent scams: https://bit.ly/4h9bsUH

Some scammers use social media or dating websites to start a relationship with the intended victim in order to ask the victim to send money, usually in the form of gift cards, prepaid money cards or even cash so that it can't be traced. Learn more about romance scams: https://bit.ly/41kuYYw

Thieves want you to act without giving you time to think. If you’re feeling pressured, stop and consider the situation. If an offer sounds too good to be true, it probably is. Learn more here: https://bit.ly/3CYzljT

Inheritance or lottery scams try to get the victim to send money in order to receive the funds. However, you should never need to send money to receive legitimate winnings. Learn more here: https://bit.ly/41x7gto

A New York state study found that for every documented case of older adult financial exploitation, another 44 went unreported. Click here to learn more about how to report suspected financial elder abuse: https://bit.ly/3XdvsOK

Although anyone can become a victim of fraud, some scams specifically target older adults. Learn strategies to help prevent elder financial fraud from happening to you or a loved one: https://bit.ly/437ZQOu

October is Cybersecurity Awareness Month, so throughout the month, we'll be highlighting some common scams and how to spot them. Learn more about how Edward Jones works to help protect clients from falling victim to fraud: https://bit.ly/4hFS3fd

What an honor to be among the 2024 Forbes Top Next-Gen Wealth Advisors best-in-state. I’m proud to be recognized among this distinguished group of financial advisors.

Disclosures: 2024 Forbes Top Next-Gen Wealth Advisors best in state for LA, published August 2024, research by SHOOK Research LLC, data as of March 2024. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback.

With tax season quickly approaching, it's a good time to consider the tax implications of your charitable giving goals. Read these potential tax implications to consider and call me to discuss a financial strategy designed to fit your unique needs.

Charitable giving and tax deductions By planning ahead, you can support the causes you care about, and potentially realize tax benefits.

Learn how your investments are taxed and how to potentially reduce your future tax burden.

How are my investments taxed? We lay out the three different types of investment taxes and what they mean.