Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Me
I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 12,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-to-one personal basis. We do that by getting to know you, understanding your goals, and developing individual strategi
es to help you reach them. My branch office administrator, Joe DiPirro, and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com for more information. Member SIPC.
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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
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.
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.
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.
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
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.
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
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.
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
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.
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
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
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.
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
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.
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.
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.
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.
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.
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.
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
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.
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.
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!
Somehow they always knew when we needed a bandage, a juice box or just a hug. Thanks, moms, and Happy Mother’s Day!
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
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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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
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.
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.
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As the year begins, it’s a perfect time to reflect on your financial goals and aspirations. Use Online Access to explore new opportunities, access your investments and navigate your financial journey — all in one secure and convenient platform.
We know the year-end hustle and bustle can be stressful. Online Access offers convenient tools – like getting electronic statements, sharing documents securely, connecting outside accounts, tracking goals and sending messages to your Edward Jones team – to help simplify things. Visit edwardjones.com/onlineaccessinfo to learn more.
May your Thanksgiving be filled with love, laughs and many reasons to be thankful.
Happy birthday to the “land of the free, and home of the brave.” Wishing you a safe and fun-filled 4th of July!
These are the next steps you could take with your 401(k). Give me a call, and let's discuss what strategy is best for you.
Women are at higher risk of needing long-term care (Society of Actuaries, 2018). Here are some questions you can ask yourself now to help ensure the future you want.
Below is just one challenge women face in securing their financial future. Because women tend to earn less than men over their working years, their ability to prepare for retirement is hit on two fronts: it's harder to save, and those lower earnings translate to lower Social Security benefits. Let's discuss how to take this into account when saving for retirement.
Wishing you a joyful holiday season and a happy new year.
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