Edward Jones - Financial Advisor: Jaime Luebbe

05/12/2023

Planning to retire in the next few years? It’s not too late to make a difference in how much you’ll have available in retirement.

These six tips can help you maximize your retirement savings as you near retirement.

05/11/2023

Here are questions you should ask yourself when trying to decide whether paying off your mortgage early is right for you.

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.

05/10/2023

Making summer plans? Be sure revisiting your financial strategy is on the list.

Getting there is often the hard part. These milestones can help you on the road to financial stability.

11/10/2022

Equity markets are off their mid-October lows on hopes for a gradual Fed pivot, showcasing the strong link between interest rates and valuations. The coast is not clear yet, as a pattern of lower inflation readings still needs to be established for equities to mount a sustainable rebound. But stocks could navigate a U-shaped rebound as investors get more confident that inflation will soften and central banks become incrementally less hawkish.

11/09/2022

Don't forget, November 5th is the last day of Daylight Savings Time. Clocks will fall back one hour on Saturday night.

11/08/2022

Interested how markets have typically performed around the midterm elections? Take a look at the election section of our quarterly market outlook.

Read our views on key market and economic developments to help you make decisions affecting your financial strategy.www.edwardjones.com/us-en

10/26/2022

Here's our fourth quarter market outlook, which includes a look back at the third quarter, as well as information about equities, fixed income, international activity and the midterm elections. Let's discuss what impact these might have on your portfolio.

Read our views on key market and economic developments to help you make decisions affecting your financial strategy.www.edwardjones.com/us-en

10/25/2022

Searching for a career opportunity with no ceiling to your earning potential that offers the opportunity to achieve work life balance? Learn how you can transfer your skills to a new career as an Edward Jones Financial Advisor.

10/20/2022

This graph shows the year-over-year change in stock prices which leads changes in economic activity by about six months.

Key Things to Keep In Mind:
• The Fed's aggressive rate hikes have yet to be fully felt through the economy and a slowdown in employment growth looks inevitable.
• However, stocks are forward-looking and move ahead of the economy by about six months, which is why we think the 25% decline in equities since January likely already reflects a mild recessionary outcome.
• If the downturn doesn’t prove to be deep, equity markets could stabilize even as economic data underwhelms. We think investors can use the pullback as an opportunity to rebalance portfolios and add quality investments at more favorable prices.

Let me know how I can help! Give me a call to discuss the markets, and how they're impacting your portfolio.

10/19/2022

The latest CPI report stresses how high inflation has broadened across the economy, pushing the Fed toward another outsized interest-rate hike. Take a look at our latest Market Pulse, and let me know if you have any questions.

Federal Reserve will press ahead for now.

10/18/2022

This boost in benefits may help retirees better meet their day-to-day needs given rising inflation.

Social Security announces larges cost-of-living adjustment to Social Security benefits in over 40 years

10/06/2022

It’s easy to see retirement as a purely financial decision, but stepping out of the workforce takes emotional readiness, too. Try asking yourself these 5 questions as you start to explore your retirement vision.

Read more here