Edward Jones - Financial Advisor: Kim Larson

06/20/2024

Whether funding their education or paying for trips and traditions, gifts to your grandchildren can support both your estate plan and legacy.

Whether it’s funding education or paying for trips and tradition, these tax-advantaged tactics can help support your financial legacy.www.edwardjones.com/us-en

06/17/2024

The June 30 deadline for filing the FAFSA to receive financial aid for the next school year is just around the corner. That yearly deadline can also be a good reminder to consider the different education savings options available to you.

From 529s to bonds, etc.

06/10/2024

Learn about common types of fraud and what to look out for to help keep you and your loved ones protected.

Learn about common types of fraud and what to look out for to help keep you and your loved ones protected.www.edwardjones.com/us-en

06/07/2024

How you fill out your W-4 can help determine if you will get a refund or owe money come tax time. Take steps to avoid common mistakes that often lead to underpayment penalties.

Learn how your W-4 options can help determine if you get a refund or owe money come tax time.www.edwardjones.com/us-en

06/05/2024

Wondering how markets have typically performed around presidential elections? Here are four lessons we can draw from history.

By looking at the past, we can learn four valuable lessons about how elections impact the markets. Explore market insights from Edward Jones.

05/30/2024

Our Managing Partner Penny Pennington's recent article, "We Aren’t Talking Enough About One Aspect of the Great Wealth Transfer," for the Milken Institute's Power of Ideas series touches on the critical nature of family conversations around the passing of inheritance.

Give it a read and don't hesitate to reach out for guidance to help ensure productive approaches to the shifting of wealth: https://bit.ly/3R2EI5h

05/28/2024

A certificate of deposit (CD) lets you invest your money for a set period to earn a fixed rate. For some, a CD presents the ideal combination of reliable returns and low risk.

See Edward Jones' tips when buying CDs.

05/24/2024

Romance scams are on the rise, but there are steps you can take to protect yourself and others from falling victim to these scams. For instance, get a second opinion. Scammers typically count on the fact that you’ll be too embarrassed to reach out for advice, but it never hurts to have someone else evaluate the situation. Talk to a trusted family member or your financial advisor if you’re unsure. Learn more here:

Stay informed

05/22/2024

Sponsored by Firstup For years, Gallup has tracked global employee engagement. Although the trend line has improved somewhat over the past decade, still only 23% of full-time workers are engaged in their jobs. In other words, fewer than 1 in 4 people feel a real zest for their daily responsibilities. But it doesn’t have to be The post How Personalized Journeys Elevate The Employee Experience appeared first on TalentCulture.

Work engagement seems stuck at low levels. But here's how personalized journeys move the meter by elevating the employee experience

05/20/2024

Edward Jones was recently named among the 2024 Fortune 100 Best Companies to Work For®️ by Great Place To Work®️ and Fortune®️ magazine. Hear more from our Managing Partner Penny Pennington about what sets our firm apart.

2024 Fortune 100 Best Companies to Work For, published April 2024, research by Great Places to Work, data as of August 2023. Compensation provided for using, not obtaining, the rating.

Edward Jones retains its top talent through purpose-driven work, professional development opportunities, and a spirit of caring.

05/17/2024

Check out this recent Fox Business interview with our Managing Partner Penny Pennington on market volatility and how we partner closely with our clients to guide them through the ups and downs of the markets and the economy.

Watch here: https://fxn.ws/4dLbL7x