Edward Jones - Associate James Allan

10/31/2024

World Savings Day may fall on the same date as Halloween, but it's nowhere near as spooky. It reminds us how important saving for the future WE envision can be. Check out our investment calculator to see the power of long-term saving and investing. Then call me to discuss a strategy for helping you improve your financial stability.

What’s the impact of saving over time? Enter an investment amount to see the power of long-term savings.

10/28/2024

There are lots of things in life you can't control, but saving for the future doesn't have to be one of them. In October, during National Retirement Security Month, let's determine what you can do today to be better positioned to reach your retirement goals later.

Tips for getting started

10/24/2024

October is Financial Planning Month, an opportune time to strategize smart money moves today to help you work toward financial freedom in the future. Check out these tips to get started.

How to manage your finances

10/21/2024

October is National Retirement Security Month. Established to raise awareness about the importance of saving for retirement, the campaign serves as a good reminder to review your retirement goals to ensure you’re on track.

View our list to prepare

10/17/2024

At Edward Jones, we firmly believe that no two investors are alike. That's why we focus on getting to know you and your priorities. Learn more about the account options we offer and how they help YOU choose how to work with us.

10/14/2024

I get it! Budgeting tasks can leave people feeling frustrated. But well-done budgeting can empower you to feel more in control of your finances. Check out these steps to help you budget more productively and then plan for a nice treat or fun activity (that fits your budget!) after tackling that task.

Know where your money goes

10/10/2024

Our Head of Wealth Management Advice & Solutions Lena Haas shared advice for talking about inheritance with loved ones in a recent Yahoo! Finance interview. Give it a watch and reach out with any questions.

Inheritance planning is a crucial but often overlooked aspect of financial management, with many people feeling uncomfortable discussing it. Edward Jones Principal and Head of Wealth Management Advice & Solutions, Lena Haas, joins Wealth! to share insights on having the important conversation about....

10/07/2024

We all know that life can send financial setbacks when we least expect them. You may not be able to plan on when they'll happen, but you can start a "rainy day" emergency fund now to help weather any unscheduled storms.

Tips on how much to save

10/03/2024

What does the Federal Reserve's recent rate-cutting cycle mean for markets and the economy? We discuss the implications on the broader economy, stock markets and bond markets.

Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...

09/30/2024

With the presidential election only months away, you may be tempted to make emotional decisions regarding your finances. But before you do, let’s explore three key trends on what history tells us about elections and stock markets.

While the presidential election is in November, it's important to explore key historical stock market trends for perspective.www.edwardjones.com/us-en

09/26/2024

Maxing out your retirement accounts seems like a no-brainer. The more you save, the more you'll have in retirement. But before you do, consider whether it aligns with your other priorities.

Maxing out your retirement accounts seems like a no-brainer. The more you save, you the more you'll have in retirement. But before you do, consider your other priorities.www.edwardjones.com/us-en

09/24/2024

Many people think that estate planning is only for the wealthy or those in retirement. The truth is, regardless of your net worth, family situation or age, an estate plan can help provide you with control over your personal and financial life.

Regardless of your net worth, family situation or age, an estate plan can help provide you with control over your personal and financial life.www.edwardjones.com/us-en