Edward Jones - Financial Advisor: Tom Cowell

08/27/2025

Many people spend decades dreaming of their ideal retirement and how to make it a reality. But while it’s important to make sure you are financially ready to retire, it is also important to prepare emotionally for such a big life change. Here are some questions to consider if you’re emotionally ready to retire.

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09/16/2024

Uncertain whether the mega backdoor Roth IRA strategy is available to you? Learn how this potential tool may help certain people increase the tax-free assets they can save toward retirement. Then let's schedule time to discuss.

We outline how to potentially increase your tax-free retirement contributions with the mega backdoor Roth strategy.

05/28/2024

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.

02/14/2023

How do markets perform when the Fed pauses?
• Over the past 40 years the Fed has paused seven times after concluding a tightening cycle. Following the final rate hike, policymakers held rates steady for about six months on average (ranging from a month to a little over year) before proceeding to cut rates to stimulate the economy.
• Stocks performed strongly in five of these instances, while they declined only modestly the other two. Investment-grade bonds also experienced above-average returns, as yields peaked a couple of months before the last rate hike.
• Likely benefiting from the easing in yields and financial conditions, technology was the best-performing sector, with the exception of the Fed pause in 2000 that coincided with the tech bubble bursting.
• History suggests that a Fed pause can be a catalyst for lower bond yields and higher equity valuations. This is consistent with our view that balanced portfolios, like a 60/40 stock-bond mix, are poised for a rebound after a historically tough year.

01/23/2023

• Evidence continues to build around moderating inflation. The Consumer Price Index (CPI) trajectory over the past three months, together with the signal from leading indicators of inflation (like the Institute for Supply Management (ISM) prices paid for inputs by manufacturing and services firms), indicates that core inflation could fall to 3% by year-end.
• The path of disinflation is unlikely to be a straight line and will require the labor-market tightness to ease. But even with the ongoing strength in job creation and historic low unemployment, wage pressures have started to moderate.

This graph (Bloomberg, Edward Jones calculations) shows the decline in prices paid by manufacturing and services firms as reported by the ISM Purchasing Managers Index (PMI) suggesting that inflation could drop towards 3% by the end of the year.

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10/25/2022

Here are the latest numbers for you to review.

Our latest rates for certificates of deposit (CDs), bonds and other investments and loans.

09/12/2022

When you’re retired, market volatility can be concerning. But you’ve got some effective ways to respond.

When you’re retired, you may feel especially vulnerable to market volatility. But you can better cope with it by making just a few moves.

07/14/2022

Here are five lessons retirees wish they knew before they retired.

Ever wish you had a crystal ball to know what retirement would be like and how you should plan? Here are five lessons retirees wish they knew before they retired.

07/07/2022

Even when markets decline, your investment strategy should remain tied to your long-term goals.

Understanding your performance in the context of your long-term goals can help you stay on track.

06/29/2022

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06/13/2022

What drives bond prices? And what should you expect from your bond returns? Let’s revisit the case for bonds with some perspective on these and other key questions.

Want to talk about bonds? We’re here to help.

04/25/2022

When it comes to finance-related questions, it can be hard to get clear answers — especially on the web. No need to keep combing through search results; we’ve compiled some of the most commonly asked questions and answered them all.

Is yours on the list?