Edward Jones - Financial Advisor: James Richman

07/04/2023

Happy birthday to the “land of the free, and home of the brave.” Wishing you a safe and fun-filled 4th of July!

05/25/2023

Are you tempted to hang on to cash during volatile markets? Let your “why” be your guide.

Are you tempted to hang on to cash during volatile markets? Your goals — and your strategy for reaching them — should drive your cash decisions instead.

03/29/2023

Women are at higher risk of needing long-term care (Society of Actuaries, 2018). Here are some questions you can ask yourself now to help ensure the future you want.

03/24/2023

People are living longer in retirement than ever. In fact, forty percent of women are likely to reach the age of 90. Here are three reasons why you could benefit from retiring later.

Postponing retirement for just a few years, or even months, can have a big impact on your savings.

03/23/2023

Retirement might seem a long way off, but it's never too early to start preparing – especially if you're a woman. Women can lose hundreds of thousands in retirement savings because studies show they have less saved than men. Here are some tips to close that gap, and be ready for retirement.

Investing, saving, and borrowing are the same for men and women, as well as the same rules for both. They may, however, be facing very different circumstances and making very different choices. Preparing for retirement is particularly challenging because of this divide.

03/17/2023

Here are three things to know about recent bank failures and the implications for the market outlook.

3 things to know

03/15/2023

Below is just one challenge women face in securing their financial future. Because women tend to earn less than men over their working years, their ability to prepare for retirement is hit on two fronts: it's harder to save, and those lower earnings translate to lower Social Security benefits. Let's discuss how to take this into account when saving for retirement.

03/10/2023

Women have unique considerations as investors. We dive into a few of them, but please give me a call so we can discuss a strategy tailored to fit your needs.

Approaches tailored to you

03/09/2023

Here are some financial tips women can keep in mind, this month and beyond.

Women still face unique economic and social challenges today, so here are some key things to consider that can lead to a more secure financial future.

02/14/2023

Financial strategy for two, coming right up! Send me a message and let’s talk through you and your partner’s joint financial goals.

02/13/2023

• The market rally this year has been impressive. Most asset classes have participated, and the laggards of last year have particularly outperformed. These outperformers include technology, small-cap stocks, international equities, and even more speculative parts of the market.
• However, last week some uncertainty and volatility returned to markets. The S&P 500 was down over 1.0% on the week, its worst week of the year thus far. Treasury bond yields also moved higher, while oil prices climbed as well. Markets may be now approaching more of a fork in the road – does the rally continue or does it fade from here?

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

02/10/2023

Whether you’re curious about types of stocks or just need a beginner’s rundown, I can help get you started. Together we can kick your financial goals up a notch and build wealth strategies that will last.

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