Edward Jones - Financial Advisor: Trey Trapp

02/22/2024

For a review of last week's market and guidance for the week ahead take a look at this report.

How did the markets perform this week? Get the highlights and the latest economic news.

02/20/2024

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.

02/15/2024

We believe in building strong professional relationships by offering our firm's insights and resources to help support the success of our valued partners. Learn more about our e-brochures, the Connection Journal and other educational materials that we provide to tax and legal professionals.

Check out our quarterly journals and educational materials for legal and tax professionals.

02/13/2024

A traditional IRA is a tax-deferred account designed specifically for retirement savings. An IRA helps you save money over time; however, its rules and regulations can change often.

Saving for retirement

02/09/2024

Learn how your investments are taxed and how to potentially reduce your future tax burden.

We lay out the three different types of investment taxes and what they mean.

02/06/2024

Could the beginning of a new bull market be the catalyst investors need to re-enter the market? Here are 10 things you should know about bull markets.

Like sunshine after rain, up markets have always followed down markets. Here’s what you need to know about rising, or bull, markets.

02/01/2024

Taxes: It’s the gift that keeps on giving, year after year – and capital gains-distributions can quickly complicate things. Save yourself the confusion with this easy-to-understand piece on its tax implications.

Selling stocks, bonds, or fund shares at a profit could have implications for your wallet beyond simply increasing its contents.

01/30/2024

2023 finished on a strong upswing. Will 2024 continue where it left off?

In our latest Market Compass, Principal and Investment Strategist Craig Fehr discusses the handoff from 2023 to 2024 and the forces that might influence the year ahead.

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...

01/25/2024

It may seem a ways away, but tax season is right around the corner. But don't fret—tax season doesn't have to be taxing. Over the next few months, we'll be posting some helpful information to help make filing your taxes a little bit easier. In the meantime, check out our Tax Resource Center for tax-filing best practices as well as some tax-smart investing strategies to consider.

01/23/2024

For 2024, April 15 is the big tax filing deadline. But other deadlines, such as when certain tax forms need to be furnished, are worth noting as well. Use this tax calendar to help you be aware of some of the approaching deadlines.

01/16/2024

Learn more about your portfolio’s performance, and check out our recommendations for disciplined investors.

01/11/2024

Want to increase your tax-free retirement savings? The mega backdoor Roth strategy could help you raise the ceiling on your retirement plan contributions.

We outline how to potentially increase your tax-free retirement contributions with the mega backdoor Roth strategy.