Edward Jones -Financial Advisor: Holly Friel AAMS

01/09/2024

2023 started with depressed expectations and fears of a recession but ended with optimism and strong performance across most asset classes that make up a well-diversified portfolio.

The change of the calendar presents an opportunity to reflect and review some of the milestones that defined the economy and the markets over the past 12 months, along with our views on the potential implications for 2024.

Read more in our Weekly Market Wrap: https://ow.ly/GsjP50QnBHR

12/21/2023

The earlier someone starts their financial education, the more chances they have to enjoy a future of financial wellness.

We’ve collected a few solid insights you can share with the young adults in your life at edwardjones.com/financialfuture

12/19/2023

After a three-year pause on Federal student loans, many people with student loan debt are building these payments back into their budgets.

Here are some strategies to help keep your payments manageable, so the investment you made in education doesn’t throw you off track.

Explore your repayment options

12/14/2023

Wishing you all the joy and happiness of the season.

12/12/2023

If you own a business with no employees and are maxing out an owner-only 401(k), there may be even more ways to save for retirement.

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11/30/2023

Learning as much as you can about Medicare now can help you significantly once you turn 65, since you'll likely depend upon it to some extent. Understanding how the Medicare premium surcharge could affect you could be key. I'm here to help map out an effective strategy going forward.

High-income retirees may face Medicare surcharge

11/28/2023

Many important life events, including a loved one's death, making a big move or going through a divorce or remarriage, could mean you need to update your estate documents. Read on to learn five common misconceptions people have about wealth transfer, and then let's discuss your unique needs.

We debunk five common misconceptions about transferring wealth as part of leaving a financial legacy.

11/16/2023

It's the time of year when many people start thinking about giving back to their communities. Hoping to develop a strategy to meet your charitable giving goals? I'm happy to discuss how you can structure things to benefit both you and the charities of your choice.

Being strategic in choosing which assets to give and how to structure your giving goals can be beneficial for both you and the charity

11/14/2023

At our local office and all across Edward Jones, we believe in creating a place of belonging—a welcoming environment where we’re all achieving our potential. So, we’re incredibly proud that Edward Jones has been named to the 2023 list of the Fortune Best Workplaces for Women.

https://bit.ly/3QZ8hVN

11/14/2023

Have you ever received a call, text or pop-up on your electronic devices alerting you to suspicious activity? Beware, it could be a tech support scam. Learn more: https://bit.ly/3uezue4

11/09/2023

Women often face spending retirement alone after a divorce or widowhood, due to longer life expectancies than men. This makes Social Security – and retirement income strategies that fit their unique needs – especially important.

We understand the special circumstances for Social Security that are unique to you in particular.