Edward Jones-Financial Advisor: Jeremy Iverson

Edward Jones-Financial Advisor: Jeremy Iverson /*********/
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Markets have performed quite well in the lead up to this year's U.S. presidential election. As we advance toward – and b...
09/30/2024

Markets have performed quite well in the lead up to this year's U.S. presidential election. As we advance toward – and beyond – November 5th, our latest Weekly Market Wrap provides perspective on what markets have done after elections as well.

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

What should you do in the face of today’s turbulent market? This guide shares seven actionable strategies for focusing o...
09/26/2024

What should you do in the face of today’s turbulent market? This guide shares seven actionable strategies for focusing on meeting your long-term investment goals. After reviewing, let's schedule time to tailor a solution to help you achieve what's most important to YOU.

What should you do in the face of today’s turbulent market? This guide outlines seven actionable strategies to help you cope. It goes beyond the usual “stay calm” advice to offer practical steps you can take to stay focused and on track to meet your long-term investing goals. In this must-read...

I know it's probably hard to imagine the day you send your child to college finally arriving! Whether that time is just ...
09/25/2024

I know it's probably hard to imagine the day you send your child to college finally arriving! Whether that time is just around the corner or in the more distant future, these six financial tips can help you prepare for that transition to your child's life after high school.

6 things to consider

At Edward Jones, we firmly believe that no two investors are alike. That's why we focus on getting to know you and your ...
09/24/2024

At Edward Jones, we firmly believe that no two investors are alike. That's why we focus on getting to know you and your priorities. Learn more about the account options we offer and how they help YOU choose how to work with us.

Strategies with you in mind

Some weeks are more consequential than others in shaping the market narrative, and last week was one of them. The Federa...
09/23/2024

Some weeks are more consequential than others in shaping the market narrative, and last week was one of them.

The Federal Reserve delivered on what markets have been hoping for and anxiously anticipating over the past two years. Interest rates were cut by a larger-than-typical 0.5%, signaling a critical turning point in the monetary policy cycle.

We offer five key takes on what last week's announcement means for the economy and markets.

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

Planning to add a child (or children) to your family? Consider these financial steps to help you feel more confident for...
09/20/2024

Planning to add a child (or children) to your family? Consider these financial steps to help you feel more confident for what lies ahead. Then let's schedule time to discuss potential strategies for the added expenses that come with expanding your family.

Use this checklist to prepare

Despite nearly half of American women anticipating receiving an inheritance in the next 10 years, women face significant...
09/19/2024

Despite nearly half of American women anticipating receiving an inheritance in the next 10 years, women face significant obstacles to determining how wealth is transferred across generations.

Our head of Wealth Management Advice and Solutions Lena Haas discusses the power of planning ahead in this recent World Economic Forum article.

The wealth gap between the genders means women face greater obstacles in terms of giving and receiving inheritance – but a financial adviser can help.

Dating apps are a great way to meet new people and potential love interests—but scammers are increasingly using these ap...
09/18/2024

Dating apps are a great way to meet new people and potential love interests—but scammers are increasingly using these apps and social media to target their victims. Be leery of individuals you meet online who have made a lot of money by trading cryptocurrency and can show you how to do the same. This tactic is becoming more and more prevalent wth the rise of cryptocurrency. For more red flags and how to protect yourself, check out this article:

Stay informed

With today’s ever-changing economic environment, certificates of deposit (CDs) can help offer a higher level of security...
09/17/2024

With today’s ever-changing economic environment, certificates of deposit (CDs) can help offer a higher level of security for your savings and income dollars.

You can buy certificates of deposit at your local bank, but Edward Jones may be an even better option.

Investors focused in on inflation data last week, with markets continuing to filter the balance of consumer price trends...
09/16/2024

Investors focused in on inflation data last week, with markets continuing to filter the balance of consumer price trends and economic readings through the lens of what it means for Fed interest rate moves ahead.

We zoom in on key items that were in the frame last week, and then zoom out for a better view of the bigger picture for the markets.

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

Planning to buy a home or do some home renovations? It's important to be intentional about how you fund it. If you go th...
09/16/2024

Planning to buy a home or do some home renovations? It's important to be intentional about how you fund it. If you go the route of borrowing, using debt strategically is key.

Edward Jones clients have the option to borrow funds by using securities and assets within eligible accounts. Learn more.www.edwardjones.com/us-en

As we set our eyes on September and October, the two-month stretch before the U.S. presidential election, we offer three...
09/13/2024

As we set our eyes on September and October, the two-month stretch before the U.S. presidential election, we offer three perspectives on market volatility.

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...

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