Edward Jones- Financial Advisor: Rachel Okorn

04/15/2025

I'm pleased to announce we'll be launching Edward Jones Generations, our new private client services tailored to U.S. high net worth clients and their unique needs, later this year. It's the latest way we're innovating and evolving to serve more clients, more completely – and to help them create a lasting, positive impact for generations to come.

Introducing Edward Jones Generations™ — private client services designed around your individual needs and goals.

04/07/2025

It's important to understand what makes wills different from trusts when strategizing a comprehensive estate plan. Read about the differences here and let's discuss how I can work with your estate-planning professionals to help ensure your estate plan matches your goals.

It's crucial to create an estate plan that leaves the legacy you desire. Understanding the difference between wills and living trusts can help.

04/05/2025

A 529 plan can help you do more than save for college. New laws have expanded the potential qualified uses of 529 plans, including paying for elementary and secondary school tuition and paying off student loans. Here's what you can do with a 529 plan.

Saving money for college

04/04/2025

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.

04/04/2025

April is Financial Literacy Month, and it’s important to understand your finances so you can take control of your future. Reach out and I can help you navigate the options and decisions to set you on a path of financial well-being.

Learn more: https://bit.ly/4coUxwI

04/03/2025

Edward Jones has been named a 2025 Fortune 100 Best Companies to Work For ®️ and it’s all because of the incredible people who make this firm a great place to grow, collaborate and succeed.

We’re proud to foster an environment where associates feel valued, supported and empowered to do meaningful work. Because when our people thrive, so do our clients and communities.

https://bit.ly/4iTaTjn

2025 Fortune 100 Best Companies to Work For, published April 2025, research by Great Places to Work, data as of July 2024. Compensation provided for using, not obtaining, the rating. From Fortune, ©️2025 Fortune Media IP Limited. All rights reserved. Used under license.

03/31/2025

We recommend a long-term approach to help you achieve your financial goals. Check our current rates for certificates of deposit (CDs), bonds and other investments and loans. Then we can tailor a strategy to work toward that future you desire.

Our latest rates for certificates of deposit (CDs), bonds and other investments and loans.

03/28/2025

May your Eid be full of boundless blessings, love, laughter and light, and of course, sweet indeed. Eid Mubarak.

03/28/2025

After a strong start to the year, market volatility seems to have returned. While we would expect market volatility to continue near-term, we are also watching for key inflection points that may indicate the early innings of a more sustainable rally ahead. We highlight three potential conditions that we believe would support better market returns longer term: 1) inflation moving lower, 2) the Federal Reserve pausing its rate-hiking cycle, and 3) earnings revisions bottoming.

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