Edward Jones - Financial Advisor: Travis Harter

Edward Jones - Financial Advisor: Travis Harter Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.

I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 14,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized str

ategies to help you reach them. My branch office administrator, Cynthia Hendricks, and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com/travis-harter for more information
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Edward Jones was recently named among the 2024 Fortune 100 Best Companies to Work For®️ by Great Place To Work®️ and For...
05/22/2024

Edward Jones was recently named among the 2024 Fortune 100 Best Companies to Work For®️ by Great Place To Work®️ and Fortune®️ magazine. Hear more from our Managing Partner Penny Pennington about what sets our firm apart.

2024 Fortune 100 Best Companies to Work For, published April 2024, research by Great Places to Work, data as of August 2023. Compensation provided for using, not obtaining, the rating.

Edward Jones retains its top talent through purpose-driven work, professional development opportunities, and a spirit of caring.

Building home equity and saving on interest may make paying down your mortgage seem attractive. But while it may be temp...
05/15/2024

Building home equity and saving on interest may make paying down your mortgage seem attractive. But while it may be tempting to put extra cash toward paying down debt, it may not always make the most financial sense.

If you've refinanced or have extra money – you might think it's a good idea to pay-down your mortgage. But, your decision should depend largely on your debt-to-income ratio and your financial goals.

05/07/2024

As you consider how you'll transfer your wealth to the next generation, it's important to discuss your plans with your family to avoid any misunderstandings. Watch this webinar live on May 22 at 3 p.m. CT or on demand after.

Wednesday, May 22, 2024 at 3:00 PM Central Daylight Time.

Deciding when and how to leave your wealth to your beneficiaries remains a vital part of your legacy.Learn more about tw...
05/01/2024

Deciding when and how to leave your wealth to your beneficiaries remains a vital part of your legacy.

Learn more about two main ways to pass along your assets — as an outright gift or as part of a trust – and reach out with any questions.

https://bit.ly/3UpV7BG

Edward Jones, in partnership with Morning Consult and NEXT360 Partners, LLC, conducted a mixed-methods study combining a nationwide online survey (fielded between Dec. 28 and 29, 2023) executed by Morning Consult (among a U.S. national sample of 2,202 adults reflecting the demographic profile of the United States) combined with interviews, focus groups and cognitive mapping conducted by NEXT360 Partners with participants in Atlanta; Charlotte and Raleigh-Durham, N.C.; Cleveland, Ohio; Dallas/Ft. Worth; Denver; Los Angeles; and Phoenix.

Many people think of retirement as a destination rather than what it really is: the start of a new journey. And with the...
04/26/2024

Many people think of retirement as a destination rather than what it really is: the start of a new journey. And with the greater longevity many of us are now enjoying, that new journey can be a deeply satisfying one when armed with a holistic strategy. Let's chat about how I can help you navigate.

Thanks to greater longevity, retirement today isn’t a destination but a new journey. Our study in partnership Age Wave details what’s ahead to help you thrive at every step.

As with so many things in life, timing can be critical when it comes to starting your Social Security benefits. Consider...
04/23/2024

As with so many things in life, timing can be critical when it comes to starting your Social Security benefits. Consider these four factors that could influence your overall strategy on when to take Social Security.

Understand how Social Security plays a role during this important time in your life.

Boosting your savings takes a plan and if you're struggling with debt it can feel like an impossible challenge. Fortunat...
04/17/2024

Boosting your savings takes a plan and if you're struggling with debt it can feel like an impossible challenge. Fortunately, America Saves Week is here and so is our short lesson to help you plan to pay off your debt. Check our lesson out today to take the next step.

Climbing out of debt takes having a plan. Learn how to use your budget to pay off your debt. From Edward Jones and EVERFI

As you tackle your spring cleaning checklist, don't forget to take a fresh look at your investment accounts. Now is a go...
04/03/2024

As you tackle your spring cleaning checklist, don't forget to take a fresh look at your investment accounts. Now is a good time to make sure the beneficiaries named on your accounts are correct.

Where to begin

Moving to a new home can be an exciting time, but it can also come with financial challenges. Consider these five steps ...
03/25/2024

Moving to a new home can be an exciting time, but it can also come with financial challenges. Consider these five steps to help build a strong financial foundation when tackling a move to a new home.

Let’s get started

Because estate planning isn’t just about transferring assets, your strategy should be flexible should a life event occur...
03/20/2024

Because estate planning isn’t just about transferring assets, your strategy should be flexible should a life event occur. Here are some actions to take to help you feel prepared.

Because estate planning isn’t just about transferring assets, your strategy should be flexible should a life event occur.

The new year ushered in several changes to retirement accounts, contribution limits and insurance premiums. Here’s how t...
03/14/2024

The new year ushered in several changes to retirement accounts, contribution limits and insurance premiums. Here’s how they could impact your financial strategy.

Understand how these five changes in 2024 can impact your retirement and financial strategies.www.edwardjones.com/us-en

Are you tempted to hang on to cash during volatile markets? Let your “why” be your guide.
03/08/2024

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

Get insights from Edward Jones professionals, and see what our strategists' perspectives mean for you.www.edwardjones.com/us-en

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