Edward Jones - Financial Advisor: Andrea Michaels

Edward Jones - Financial Advisor: Andrea Michaels Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Edward Jones - Financial Advisor: Andrea Michaels, Financial Consultant, 1606 148th Avenue SE Suite 100, Bellevue, WA.

08/18/2023

Working in retirement can have a significant effect on financial security, but the non-financial benefits can be just as profound and have a positive impact on overall well-being.

In our latest study with Age Wave, respondents who worked during retirement reported experiencing several benefits like staying mentally and physically active and establishing social connections as well as feeling a greater sense of accomplishment and purpose. This is just one example of how the definition of success in retirement is changing.

How are you thinking about your purpose in retirement, and what are your plans for work and relaxation?

https://ow.ly/kp3150PAnVb

03/16/2023

3 things to know

12/01/2022

• This year the Fed raised rates at a pace not seen since the '70s and '80s, aiming to reduce demand and slow the pace of inflation. As a result, bonds experienced the largest sell-off since records started in 1926, failing to provide their typical diversification benefits.
• As we approach the end of the Fed's tightening cycle and a potential peak in yields, we believe a lot of the bond-price adjustment is now behind us. History also tells us these peaks generally occur about two months ahead of the last Fed rate hike which we think will occur in the first half of next year.
• We see attractive opportunities forming in fixed-income asset classes across bond maturities, as higher yields enhance return potential. With interest rates meaningfully higher now than at the start of 2022, we believe bonds are better positioned to provide diversification benefits.

Giving back to the community is one of the biggest pillars at Edward Jones. With the holidays' right around the corner, ...
11/18/2022

Giving back to the community is one of the biggest pillars at Edward Jones. With the holidays' right around the corner, we are excited to be partnering with Marine Toys for Tots Foundation as an official drop off location to help bring smiles to kids faces this holiday season. Please feel free to stop by our office in Bellevue with donations, we really appreciate your support!

**Not Local - That's okay, feel free to send via Amazon or wherever you buy toys!

Office Address: 1606 148th AVE SE Suite 100, Bellevue, WA 98059. Drop off between 8am- 4:30 Monday- Friday

10/29/2022

Are we getting closer to a peak?

While monetary policy tightening phases can be painful for stock and bond market returns, we may be closer to the end of the Fed's rate-hiking campaign than the beginning. Market expectations currently call for the Fed's final rate hike to occur at their February 2023 FOMC meeting. Historically, when the Fed's policy rate peaks, market performance is quite strong in the 12 months that follow: Since 1980, S&P 500 returns during this period have averaged about +15%.

While every cycle is unique, given the negative returns and sentiment this year, markets may certainly welcome a potential pause in Fed tightening.

09/30/2022

While we think Social Security will be around, we also think it’s best to focus on what you can control.

08/04/2022

Mona Mahajan, Edward Jones Senior Investment Strategist, joins Yahoo Finance Live to break down market outlooks during the Fed's quantitative tightening, inflation amid geopolitical concerns, and volatility forecasted for late 2022.

07/06/2022

Mona Mahajan, senior investment strategist at Edward Jones, joins CNBC's 'Squawk Box' to discuss her market outlook and fears of a U.S. recession.

06/10/2022

Invest in their future

04/07/2022

Issues including inflation, supply chain, employment and interest rates have nearly 42% of Americans feeling pessimistic about the state of the U.S. economy. A study from Edward Jones, in conjunction with global-intelligence company Morning Consult, reveals this could be a problem. When one in five Americans (and more than one in three Gen Z investors) admit to primarily making emotional decisions when it comes to personal finances, growing stress about the economy can lead to rash financial decisions. Working with a financial advisor can alleviate these concerns and result in good financial habits. https://www.edwardjones.com/us-en/why-edward-jones/news-media/press-releases/survey-americans-split-economy

02/25/2022

Geopolitical tensions add to near-term uncertainty, but a favorable long-term view still intact

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98007

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