LMLEE McPHERSON

1. Article · Sep 29, 2026 · LEE McPHERSON, AAMS CRPS Financial Advisor, Edward Jones

   Donor-advised funds: A smart way to give (opens the original)

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   While there are many ways to make charitable gifts, a donor-advised fund (DAF) offers multiple tax benefits and an efficient platform for ongoing giving. Once you open a DAF, you can contribute many types of assets, including cash, publicly traded stocks, bonds, CDs or non-cash items such as closely held business interests, art or collectibles. Then decide how to invest the money, potentially following a strategy your DAF sponsor suggests. Next, choose which charities to support, how often to gi

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2. Article · Aug 25, 2026 · LEE McPHERSON, AAMS CRPS Financial Advisor, Edward Jones

   September Home and Garden: Build confidence in your 401(k) decisions (opens the original)

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       In its simplest form, saving can mean putting money into a jar, adding to it and letting it grow slowly. A 401(k), or other workplace retirement plan, is a step beyond that. It’s more like a garden than a jar. Once you understand the basics of your 401(k), it becomes easier to feel confident in your decisions.     In a jar, your money only grows when you add more. In a garden, what you plant can begin to grow on its own. Your investments can earn returns, and those returns may in t

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3. Article · Jul 28, 2026 · Lee McPherson, AAMS CRPS Financial Advisor, Edward Jones

   Small habits help shape a stronger financial future (opens the original)

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   Financial security doesn’t have to come from a big salary, a lucky investment or some dramatic turning point. For most people, wealth is built more simply, through small habits repeated many times over. If you’re like many young people, you may feel you don’t have enough money to start investing. The reality is that you’re in a great position to build the small habits that will help you create lasting wealth. Here are five tips to help you get started.     1. Automate savings before

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