Edward Jones Financial Advisor - Jonathan Lien

Edward Jones Financial Advisor - Jonathan Lien Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.

I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 18,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized str

ategies to help you reach them. My branch office administrator, Kirstie and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com/jonathan-lien for more information.
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🩹 We've all had those days where things just don't go the way we think they would. Here are my 5 tips on planning ahead ...
09/29/2022

🩹 We've all had those days where things just don't go the way we think they would. Here are my 5 tips on planning ahead and setting yourself up for success!

Subscribe for weekly articles and comment below or send me a message if you a have any topics you'd like me to cover.

Benjamin Franklin once said, “If you fail to plan, you are planning to fail.” But as you chart your financial course, what steps should you take to help you keep moving forward to where you want to go? Consider these suggestions: 1) Establish and quantify your goals.

Are you subscribed to my weekly newsletter, The Financial Focus? Our 3rd edition publishes tomorrow morning- check it ou...
09/28/2022

Are you subscribed to my weekly newsletter, The Financial Focus? Our 3rd edition publishes tomorrow morning- check it out!

Jonathan Lien, Financial Advisor | Clarity for your money

High inflation and rising interest rates have prompted recession worries, yet a healthy labor market and recent declines...
08/22/2022

High inflation and rising interest rates have prompted recession worries, yet a healthy labor market and recent declines in prices at the pump have helped ease fears and lift the stock market recently. This week we take a look at the state of the consumer and the outlook for household spending, which will play a key role in the path ahead for the economy and markets.

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

Last week we saw both CPI and PPI inflation move lower. However, inflation remains elevated compared to almost any perio...
08/15/2022

Last week we saw both CPI and PPI inflation move lower. However, inflation remains elevated compared to almost any period in history, and we would expect the Federal Reserve to continue to push rates higher in this backdrop. Nonetheless, investors cheered this first step in the right direction, and if inflation continues to moderate consistently, markets could be poised for a more sustained rally towards the back half of this year or early 2023.

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

Equity markets have staged an impressive rally since the mid-June lows aided by weaker commodity prices, easing inflatio...
08/06/2022

Equity markets have staged an impressive rally since the mid-June lows aided by weaker commodity prices, easing inflation expectations, and lower bond yields. With last week's impressive job gains suggesting that the Fed has to stay aggressive in its fight against inflation, further gains might be more difficult to achieve, and markets could be entering a choppy phase in the months ahead. Yet, the worst of the valuation declines might be behind us. We see three potential future paths for the U.S. economy and financial markets and offer our take on the blockbuster July jobs report.

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

Markets faced a triple-whammy of data this week, between the Fed meeting, GDP data, and big-tech earnings reports. The c...
07/30/2022

Markets faced a triple-whammy of data this week, between the Fed meeting, GDP data, and big-tech earnings reports. The common message among all seems to be that growth is slowing, but Fed rate hikes may be as well. Read our Weekly Wrap for more!

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

The stock market has found some footing recently, rallying off of the June lows even as fears of a recession have remain...
07/23/2022

The stock market has found some footing recently, rallying off of the June lows even as fears of a recession have remained in the forefront. In our latest Weekly Market Wrap, we look at the recent rally in stock prices and what it may tell us about the path ahead for investors.

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

Inflation and central bank policy were in the driver's seat last week. The stronger than expected rise in consumer price...
07/16/2022

Inflation and central bank policy were in the driver's seat last week. The stronger than expected rise in consumer prices in June pushed headline inflation to 9.1%, a new 40-year high, suggesting that the Fed has more work to do. In this week's market wrap we offer our take on the latest data and discuss how markets might already be looking past the inflation peak and shifting their focus on growth.

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

High inflation and shifting economic conditions have prompted worries of a looming recession. In our view, the risk of r...
07/09/2022

High inflation and shifting economic conditions have prompted worries of a looming recession. In our view, the risk of recession has risen but this doesn't have to spell more trouble for financial markets. In this week's Market Wrap, we provide some historical perspectives on recessions, what they mean for market performance and how investors can best navigate the path ahead.

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

Inflation remains front and center for consumers and policymakers, but financial markets may be looking a step ahead: at...
07/02/2022

Inflation remains front and center for consumers and policymakers, but financial markets may be looking a step ahead: at a potential economic slowdown or recession looming. While the probability of a recessionary period is rising, perhaps the silver lining here is that in our view we don't yet see the scope for a deep or prolonged downturn ahead.

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

With just a few days away from the end of June, the halfway mark, markets have experienced one of their worst first six ...
06/25/2022

With just a few days away from the end of June, the halfway mark, markets have experienced one of their worst first six months of a year in recent history. Concerns around inflation, central bank tightening and the impact on these two factors on growth have made for a challenging backdrop. Our latest Weekly Market Wrap provides perspective on how the economy, equity markets and fixed income markets are shaping up at the mid-year point, and what could be in store for the second half of the year.

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

High inflation has prompted the Federal Reserve to accelerate its pace of rate hikes, increasing the headwinds to the ec...
06/18/2022

High inflation has prompted the Federal Reserve to accelerate its pace of rate hikes, increasing the headwinds to the economic outlook. Markets continue to exhibit elevated volatility in response, with the stock market seeing additional pressure last week. Our latest Weekly Market Wrap provides perspective on what's changed for the economy and how investors can position to navigate this volatility.

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

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