Edward Jones-Financial Advisor: Robin Lingle

20/06/2024

Whether funding their education or paying for trips and traditions, gifts to your grandchildren can support both your estate plan and legacy.

Whether it’s funding education or paying for trips and tradition, these tax-advantaged tactics can help support your financial legacy.www.edwardjones.com/us-en

19/06/2024

Have you always thought about retiring to some new and exciting (or just different) location? Vacation time can provide the perfect opportunity to scout out potential destinations. Let's chat about strategies that can help you achieve your goals for the next exciting phase of life.

Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs.

18/06/2024

With summer only one short month away, it's the perfect chance to sign up for Online Access and download our mobile app to easily stay connected, even on the go.

17/06/2024

The June FOMC meeting and U.S. inflation data were front and center last week, with both offering some positive news for the bulls. Our Weekly Market Wrap highlights potential market opportunities ahead.

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

11/06/2024

Summer is a great time to teach your kids about money. Here are some tips and tricks for teaching your children about finances.

Stick to a strategy

10/06/2024

The onset of summer coincided with signs of a cooling economy and mixed signals on the labor market, best described as a gradual normalization rather than a sudden shift.

We highlight four trends to watch in our latest Weekly Market Wrap.

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

06/06/2024

Your multiple savings goals don’t need to be achieved all at once. You can prioritize your goals and set benchmarks to check your progress along the way. Learn how with these four strategies.

Here are four strategies to help you make the most of your savings and balance your goals.www.edwardjones.com/us-en

05/06/2024

A certificate of deposit (CD) lets you invest your money for a set period to earn a fixed rate. For some, a CD presents the ideal combination of reliable returns and low risk.

See Edward Jones' tips when buying CDs.

04/06/2024

It's 529 Month, let’s invest in knowledge! Get started with our lesson to understand the power of 529 plans and strategies to help pave the way for your loved ones' educational success.

Learn about the process, benefits, risks, and tax implications of using a 529 plan to save for college. From Edward Jones and EVERFI

03/06/2024

This year's intense focus on the timing of a potential Fed rate cut, as well as the mania around AI, have been well documented. But there's more to this market than meets the eye.

We share three things that might come as a surprise in our latest Weekly Market Wrap.

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

31/05/2024

May 29 is National 529 Day – a great chance for families to learn more about their options to save for a child's (or an adult's!) future education. Feeling overwhelmed trying to learn the ins and outs on your own? Don't stress. I can help tailor a strategy to work toward your education goals.

Saving money for college

30/05/2024

Looking to be more strategic with your savings accounts? Take a look at your options, and then let’s talk about what’s best for you.

Check out your account options

29/05/2024

In light of a potential pivot by the Federal Reserve to lower interest rates in 2024, there may be additional solutions to help meet your income needs.

Edward Jones investment strategists share their thoughts on the stock market, financial markets and broader economic trends to follow in 2024.

28/05/2024

Not only can your HSA help maximize your health care savings, but it can function as a powerful tool for your retirement strategy.

There's still a lack of clarity around the power of health care savings accounts (HSAs). Did you know an HSA can also be a savings tool for retirement?www.edwardjones.com/us-en

28/05/2024

After 4 weeks of rallying, markets took a breather last week, despite stellar earnings from the artificial intelligence (AI) darling Nvidia. While returns were narrow and concentrated in the technology space early on, diversification will likely be a key theme as the bull market continues and matures.

Find out more in our latest Weekly Market Wrap.

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

23/05/2024

Whether you’re building or diversifying, starting from square one or just in need of a refresh, let’s work together to help establish an investment portfolio for you.

22/05/2024

Investing in the stock market requires a long-term perspective. If you focus on the short term, it’s easy to let emotions influence your investment decisions, as the market seems to go up and down every year. Let’s talk about putting headlines in perspective and keeping a long-term perspective.

20/05/2024

With inflation's peak in the rear view, and the stock market climbing to a new summit in recent days, last week highlighted the role the descent in inflation is having on the ascent in equities. We think these conjoining trends can persist, though likely with a few more hiccups along the way.

Check out our peak perspectives in our latest Weekly Market Wrap.

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

16/05/2024

Unexpected life events – like serious injury, long-term illness or death of a partner – are affecting women even more as their impact on household income increases. Planning ahead can help protect both you and your family. Call me to discuss a long-term strategy to weather these storms.

Here’s how.

15/05/2024

Women may have unique needs when it comes to retirement planning, especially if they dropped out of the workforce to care for children or aging parents. They may need to work more years, save more while working, coordinate with a spouse's savings or plan to spend less in retirement. Think about these five important questions as you plan ahead – and then call me to discuss.

It's important to think about when you want to retire and how you want to spend your time.

14/05/2024

Women investors often have unique factors to consider when planning for retirement and future health care costs. Let's talk about what's most important to YOU and plan an investment strategy that helps you reach your financial goals.

Women investors have unique considerations when it comes to retirement, Social Security and health care. While you need to be flexible, having a structured financial strategy is essential.www.edwardjones.com/us-en

13/05/2024

As a mother, you know the ins and outs of your family like the back of your hand. Take some time to build a financial strategy that helps set you and those you love up for success.

Here’s how.

13/05/2024

As the first quarter earnings season wraps up, we offer our take on the state of corporate America, which provides a valuable compass for evaluating the overall trajectory of stocks.

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

11/05/2024

For always giving us the love, care and support we needed to grow into the people we are today, thank you. Happy Mother’s Day!

10/05/2024

Somehow they always knew when we needed a bandage, a juice box or just a hug. Thanks, moms, and Happy Mother’s Day!

09/05/2024

Do you like making decisions about your investments but still want the guidance of a financial advisor? We have an approach that might be the one for you.

See which solution is right for you

08/05/2024

If you’re diving into the world of investing, you may want to learn more about mutual funds — an opportunity for investors to group money together and buy stocks, bonds and other investments “mutually.” Ready to learn more? Let’s chat.

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07/05/2024

Your online protection matters and credit card theft can happen at any time. This Identity Theft Awareness Week level up your defense by learning strategies to help manage a credit card and your personal information responsibly.

Learn how credit cards work, what features to look for, and how to manage a credit card responsibly. From Edward Jones and EVERFI

06/05/2024

After five months of sharp and steady gains beginning last November, the mood in the financial markets has shifted in recent weeks. The catalysts for the swing – Fed policy, the jobs market, corporate earnings – were all in the spotlight last week.

We offer our take in our latest Weekly Market Wrap.

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

02/05/2024

There’s a lot to consider when planning your estate, but one thing that’s often missed is the impact that state estate and inheritance taxes can have on your financial legacy. In this article, we go over what you should know about estate and inheritance taxes, and what your first step could be to potentially reduce your future tax burden.

Not accounting for state-level estate and inheritance taxes in your estate strategy could negatively impact your financial legacy.