Edward Jones-Financial Advisor: Michelle Chapman

06/03/2025

After an eventful start to the year, what’s driving the market, and how might tariffs and trade impact it?

Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...

05/03/2025

Learn about common types of fraud and what to look for to help keep you and your loved ones protected.

Learn about common types of fraud and what to look for to help keep you and your loved ones protected.www.edwardjones.com/us-en

04/03/2025

Individual retirement accounts (IRAs) can be a valuable part of your retirement strategy — but how do you know which one is right for you? This article outlines the key differences between traditional IRAs and Roth IRAs, and how they could help you achieve your retirement goals.

Both IRAs offer tax-advantaged ways to save for retirement. However, there are differences. Understanding them can help you make decisions for funding your retirement.

03/03/2025

To assess what's next for the markets, we examine the key catalysts behind the recent pullback and the factors that continue to support the economy and markets.

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

03/03/2025

Having too much of your savings sitting in cash can be an issue, especially when you’re investing for long-term goals such as retirement.

See Edward Jones' tips when buying CDs.

28/02/2025

Avoiding these common mistakes can help improve your chances for achieving your retirement savings goal.

Avoiding these common mistakes can help improve your chances for achieving your retirement savings goal.www.edwardjones.com/us-en

27/02/2025

Approximately two out of three tax filers receive a refund each year. If you’re among them, how can you make the most of it? Here are four tips to help get you started.

If you receive a tax refund this year, you can make it work for you – building more financial stability and helping you create a more secure future.www.edwardjones.com/us-en

26/02/2025

Facing a tax bill or have a tuition payment coming due? It's important to be intentional about how you fund short-term cash needs.

Edward Jones clients have the option to borrow funds by using securities and assets within eligible accounts. Learn more.www.edwardjones.com/us-en

25/02/2025

The Federal Reserve held interest rates steady in January, signaling a more patient approach to easing monetary policy.

Find out what’s impacting fixed income, including bonds and cash, as well as strategies for disciplined investors to consider.www.edwardjones.com/us-en

24/02/2025

We highlight three market trends we're watching carefully as 2025 unfolds. Overall, in our view, the trends underscore the importance of portfolio diversification across sectors, regions and asset classes.

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

24/02/2025

Inflation during retirement may be inevitable, but you can control your response to it. Here are a few strategies that can help.

Inflation during retirement may be inevitable, but you can control your response to it. These three areas can help you fight back against higher costs.www.edwardjones.com/us-en

21/02/2025

We're proud to share that our firm has achieved its goal of reaching 1 million Financial Fitness learners! Our financial literacy program helps people in every stage of life build confidence to manage their personal finances effectively.

Reach out to find out how we can help you take control of your financial fitness.

Learn more: www.edwardjones.com/financialfitness

20/02/2025

At Edward Jones, we want our clients have the right tools to make informed decisions. We've created a resource for any federal employees affected by the deferred resignation program to help answer questions. Don't hesitate to reach out for support.

Learn what options federal employees have with the latest deferred resignation program and what you should consider if you're impacted.

19/02/2025

Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents can help you determine how to address your unique needs. Here's what you should know.

A comprehensive estate plan involves multiple documents, but two key ones include a will and a living trust. It’s important to understand how these documents differ.www.edwardjones.com/us-en

18/02/2025

Two months into 2025, markets are navigating conflicting forces where headlines, sentiment and actual developments don't always align.

We offer our perspective on the key crosscurrents shaping the investment landscape and highlight how market trends in some cases run counter to headlines.

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

18/02/2025

If you’re looking for an easier way to tackle your taxes, now’s the perfect time to sign up for Online Access and download our app. Easily view, print and download tax forms. You can also share them with your tax professional or import forms into your tax preparation software. It’s that simple.

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18/02/2025

At Edward Jones, we want our clients have the right tools to make informed decisions. We've created a resource for any federal employees affected by the deferred resignation program to help answer some questions. If you or someone you know needs to make this difficult decision, don't hesitate to reach out for support.

Learn what options federal employees have with the latest deferred resignation program and what you should consider if you're impacted.

17/02/2025

Tax season can be stressful enough without the worry of falling prey to scams, but that’s the reality taxpayers face. Learn common tax scams and how to help protect yourself this tax season.

A solid strategy can help safeguard you from these increasingly frequent crimes.