Edward Jones Financial Advisor : Leonard Ciuzicki

Edward Jones Financial Advisor : Leonard Ciuzicki Edward Jones is a financial- services firm dedicated to serving the needs of individual investors.

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Despite an underwhelming end, 2024 proved to be a stellar year for investors. Can the good times continue? We share five...
01/06/2025

Despite an underwhelming end, 2024 proved to be a stellar year for investors. Can the good times continue? We share five key views for 2025.

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

I want to help you build wealth your way, and that starts with focusing on YOUR goals for the future. Not mine. Let's bo...
01/03/2025

I want to help you build wealth your way, and that starts with focusing on YOUR goals for the future. Not mine. Let's book time to discuss strategies that can help you build and protect your wealth for those you love now — and future generations as well.

Here’s how

Each year brings its share of changes, and 2025 will likely be no different. We take a look back – and forward – at fixe...
12/30/2024

Each year brings its share of changes, and 2025 will likely be no different. We take a look back – and forward – at fixed-income investments.

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

Get our 10 key views for the new year, along with planning strategies and steps to help position your portfolio in 2025.
12/30/2024

Get our 10 key views for the new year, along with planning strategies and steps to help position your portfolio in 2025.

The economy should keep humming in 2025, in our view, but new policy initiatives and potential interest rate cuts add some uncertainty.

Now is the time to make your IRA contributions. Contributions can be made at any time up to the tax-filing deadline, not...
12/30/2024

Now is the time to make your IRA contributions. Contributions can be made at any time up to the tax-filing deadline, not including extensions. The deadline for 2024 contributions is April 15, 2025.

Roth IRA and traditional IRA contribution limits can change each year. Knowing what they are can help you make sure you take full advantage of their tax benefits for retirement.

The Federal Reserve caught markets off guard at its final meeting of 2024 with a hawkish tilt to its updated economic pr...
12/23/2024

The Federal Reserve caught markets off guard at its final meeting of 2024 with a hawkish tilt to its updated economic projections and "dot plot." We share key takeaways and considerations for long-term investors.

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

Do you desire control or flexibility — or have unique needs — when it comes to your charitable giving goals? If so, expl...
12/23/2024

Do you desire control or flexibility — or have unique needs — when it comes to your charitable giving goals? If so, exploring advanced charitable giving strategies may be a good option.

View lifetime charitable gifting strategies to consider adding to your financial strategy.

Many women drop out of the work force for an average of 12 years to care for young children or aging parents, which can ...
12/19/2024

Many women drop out of the work force for an average of 12 years to care for young children or aging parents, which can especially affect their savings strategies if they're single or widowed. Let's create a unique strategy to help you save for retirement with confidence.

It's important to think about when you want to retire and how you want to spend your time.

One investment strategy some people consider is whether a Roth IRA conversion can help them meet their retirement goals....
12/19/2024

One investment strategy some people consider is whether a Roth IRA conversion can help them meet their retirement goals. Check out these benefits and considerations as you ponder this question yourself, and then call me to discuss.

A Roth IRA conversion could be a smart strategy to help you meet your retirement goals. Learn more about the benefits of converting a Roth IRA.

The market outlook remains positive, but improvement in inflation is stalling in the fourth quarter, creating some uncer...
12/16/2024

The market outlook remains positive, but improvement in inflation is stalling in the fourth quarter, creating some uncertainty about what comes next for central banks.

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

Our latest Weekly Market Wrap highlights some of the reasons investors have to cheer as we head into the holiday season ...
12/09/2024

Our latest Weekly Market Wrap highlights some of the reasons investors have to cheer as we head into the holiday season and year-end.

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

One lesson 2024 taught is that focusing on what we can control is a much more effective strategy than becoming overwhelm...
12/02/2024

One lesson 2024 taught is that focusing on what we can control is a much more effective strategy than becoming overwhelmed with worry over what we can't. Do you have a higher net worth or income level? This year-end checklist can help you plan how to keep your financial strategy on track.

If you have a higher net worth or higher income, this checklist highlights actions you can take before 2024 ends to help keep your financial strategy on track.www.edwardjones.com/us-en

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