Edward Jones-Financial Advisor: Nick Gillham

03/03/2023

Are you thinking about buying your first home this year?

Saving for your first home? This checklist has tips to help you prepare for homeownership.

03/01/2023

Check out the current Roth IRA and traditional contribution limits and deadlines as well as details on how you can take advantage of these retirement savings options.

Roth IRA and traditional IRA contribution limits can change each year.

02/27/2023

America Saves Week is a national campaign that encourages individuals and families to save money and build personal wealth.
Learn about topics, strategies, and best practices for having family conversations about money.

Learn about topics, strategies, and best practices for having family conversations about money. From Edward Jones and EVERFI

02/27/2023

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.

02/27/2023

After a strong and steady rally to start 2023, markets have seen a return of volatility of late, including a decline last week spurred by renewed concerns over further interest rate hikes from the Fed. This is not a new issue, but it has prompted markets to reevaluate expectations for the economy ahead. No two cycles are exactly the same, but we do think there are noteworthy similarities between current conditions and those in the 2001 bear market.

In our latest Weekly Market Wrap, we discuss the parallels with the past and what they suggest about what might lay ahead for investors.

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

02/25/2023

Cybersecurity Tip #4: Check your privacy settings on social media and be careful about posting personal information such as date of birth, address or any other information that could be used to steal your identity.

02/23/2023

Face tax season head-on with the tools you need. Online Access makes it easy to view, download and print tax forms for your records. You can also import information from Edward Jones tax forms into tax preparation software.

Sign up for Online Access and download our app to view and share your tax forms.

02/23/2023

Cybersecurity Tip #3: While updating your computer and other smart devices can sometimes be a hassle, it helps ensure that you have the most up-to-date features to help protect you from cyberattacks.

02/22/2023

These 3 strategies can provide you with extra flexibility (and potentially higher after-tax income) in retirement:

3 things you can do now to help reduce your future tax bill

02/21/2023

Cybersecurity Tip #2: Be wary of any communication that requires immediate action, payment or updates to your account. You can always reach out to your Edward Jones team to make sure that any request for information or immediate action is legitimate.

02/20/2023

Last week's jump in U.S. retail sales together with January's blowout jobs report paint the picture of an exceptionally strong economy. This backdrop is hardly what one would expect from an economy that is still navigating inflationary pressures and the most aggressive central bank tightening cycle in four decades. Which begs the question, does the Fed need to do more? The bond market appears to think so, but equities remain unfazed.

Given what we learned last week, we share our thoughts on how the market narrative might evolve and how some of the existing market tensions might be resolved.

02/19/2023

Cybersecurity Tip #1: Use a different password for each login. If you have trouble remembering your passwords, a trusted password manager can help you keep track of your passwords for your various accounts.