Edward Jones - Financial Advisor: Stacy Trapp

Edward Jones - Financial Advisor: Stacy Trapp Money is personal! Whether you had a lot or a little growing up, your attitude around it is shaped by your own experiences.

My goal is to learn who you are, who you care about, and discover what's most important to you! Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.
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Our financial needs evolve over time and are influenced by different life events. No matter your age, however, my goal r...
11/30/2024

Our financial needs evolve over time and are influenced by different life events. No matter your age, however, my goal remains the same: to help you strive for the financial goals you set and work toward the future you envision.

Strategies for every stage

You may find yourself asking, "How can I become a more tax-efficient investor?" as you balance managing your wealth with...
11/27/2024

You may find yourself asking, "How can I become a more tax-efficient investor?" as you balance managing your wealth with saving for retirement, funding your children's education and creating a future legacy. Read these six tips and call me to discuss how I can help.

Practical and proven strategies you can take to become a more tax-efficient investor.

We strongly believe in personalizing financial strategies to fit each person's unique goals. That's why we offer a spect...
11/25/2024

We strongly believe in personalizing financial strategies to fit each person's unique goals. That's why we offer a spectrum of account types and options. Browse our choices and let's talk about how we can partner to help keep your financial journey on track.

Investing isn't one-size-fits-all. Learn how we approach our fees and pricing. www.edwardjones.com/us-en

Scammers always seem to be out there lurking, planning how they can defraud unsuspecting targets. No need to passively w...
11/24/2024

Scammers always seem to be out there lurking, planning how they can defraud unsuspecting targets. No need to passively wait for one to approach. Watch this video where Privacy Expert Patrick Chavez discusses recent scams and steps you can take to protect yourself.

Stay informed

Proper estate strategies can help protect you and your family, ensure that your assets are distributed to your heirs aft...
11/22/2024

Proper estate strategies can help protect you and your family, ensure that your assets are distributed to your heirs after your death and help minimize unnecessary fees and taxes. Watch this video to learn how a team of professionals can help you find the right plan for you.

Learn how and where to start

Women investors often face unique circumstances later in life thanks in large part to their longer life expectancies. Bu...
11/21/2024

Women investors often face unique circumstances later in life thanks in large part to their longer life expectancies. But whether they find themselves lacking a spousal caregiver due to being widowed, having gone through divorce or choosing to remain single, long-term care insurance may help give them greater confidence.

Why it’s important

Recently changed jobs or decided to retire and have a 401(k) plan to consider? Learn which of these four options might w...
11/19/2024

Recently changed jobs or decided to retire and have a 401(k) plan to consider? Learn which of these four options might work for you: Leaving it, moving it, rolling it over to an IRA or cashing it out (and the potential tax consequences).

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

Three recent developments — the election, a Fed rate cut, and year 2 of a strong stock market — pose implications for th...
11/18/2024

Three recent developments — the election, a Fed rate cut, and year 2 of a strong stock market — pose implications for the investment outlook and prompt investors to ask: What comes next?

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...

Stay up to date with the latest developments, trends and daily insights on the market.
11/16/2024

Stay up to date with the latest developments, trends and daily insights on the market.

Stay up to date with latest developments, trends, and daily insights on the market. Get a comprehensive look at market movements, international updates, economic indicators, and our expert's analysis.

Many people delay making an estate plan until later in life. But unexpected events can happen at any stage. That's why w...
11/14/2024

Many people delay making an estate plan until later in life. But unexpected events can happen at any stage. That's why we believe in enacting an estate strategy to help protect your family and leave the legacy YOU choose, sooner rather than later.

Choose the tools you’ll use

The resilience of the U.S. economy and markets doesn’t change with each election, and neither should your investment str...
11/13/2024

The resilience of the U.S. economy and markets doesn’t change with each election, and neither should your investment strategy. Take time to revisit what matters most: your goals.

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

The markets have seen their share of ups and downs in 2024. This year-end checklist highlights actions you can take to h...
11/12/2024

The markets have seen their share of ups and downs in 2024. This year-end checklist highlights actions you can take to help keep your financial strategy on track as you head into the new year.

These actions for 2024 may help you keep your financial strategy on track.www.edwardjones.com/us-en

Address

620 N Mulberry Road
Derby, KS
67037

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

Telephone

+13167882165

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