Edward Jones - Financial Advisor: Patrick Franke

03/29/2024

Talking to your family about how you want to pass along your wealth can be emotional. But there are ways to feel more confident and prepared to broach the subject.

Check out our latest guidance, and don't hesitate to reach out for support in the process: https://bit.ly/4acoGwZ

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.

03/28/2024

If you’re getting ready to change jobs, make sure you know your options for your 401(k). Here are four things you can do.

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.

03/28/2024

Every dollar saved in taxes is one more you can spend, save, give or leave as a legacy. Here are three tax-smart strategies you should consider to potentially reduce taxes now or in the future.

Every dollar you save in taxes is one more you can spend, save, give or leave. Here are three ways to potentially reduce your taxes now or in the future.

03/28/2024

After a strong start to the year, market volatility seems to have returned. While we would expect market volatility to continue near-term, we are also watching for key inflection points that may indicate the early innings of a more sustainable rally ahead. We highlight three potential conditions that we believe would support better market returns longer term: 1) inflation moving lower, 2) the Federal Reserve pausing its rate-hiking cycle, and 3) earnings revisions bottoming.

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

03/28/2024

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

09/04/2023

Wishing you all a very happy Labor Day! What did you do to soak up the long weekend?

08/24/2023

Looking for more ways to help save for your child’s education? A 529 plan offers tax-free growth and tax-free withdrawals on money spent for education.

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08/20/2023

Cybersecurity Tip #5: Don’t immediately click a link or open an attachment in an email, particularly if it arrived unexpectedly, as it may contain a computer virus that can be used by a scammer to access important information.