Edward Jones - Financial Advisor: David Richburg

11/20/2022

Now that you’re in your 50s, it’s a good time to revisit your estate strategy to help protect the things you love.

Visit our estate strategy hub

11/19/2022

May you enjoy a bountiful harvest of good friends, good health and good fortune this year and for many years to come.

11/14/2022

When it comes to the role of family in charitable giving, less than a quarter of givers’ families are directly involved. But among those who work with a financial advisor on charitable giving, the majority hope to bring their families in on such conversations — even if just to ensure their families are aware of their intentions.

11/12/2022

Among the many tools available to those seeking to maximize the impact of their charitable giving is a donor-advised fund (DAF). A financial advisor can help navigate DAFs and other available options to help maximize the impact of charitable giving.

11/08/2022

Most Americans who give are motivated by altruistic reasons, including a desire to help people in need, make an impact in their communities or help society at large. That said, roughly two-thirds of givers don’t follow a set schedule for giving. Understanding what options and resources are available can make charitable giving more purposeful, impactful and rewarding. Working with a financial advisor to put charitable giving in the context of an overall financial strategy is a great way to start.

11/07/2022

It’s the season for charitable gifts. Look for ways to expand your charitable giving – both financially and personally.

Charitable giving has benefits for the giver and receiver

11/04/2022

Whether donating directly to a charity or foundation, contributing to an online giving campaign or simply dropping money in a collection box, Americans plan to keep giving to a charitable organizations. Giving back can take many forms and look different depending on your financial situation, but working with a financial advisor can help maximize the impact of giving.

Whether you've been philanthropic for decades or you're ready to begin donating to your favorite charity now, there's likely a giving solution that fits your goals.www.edwardjones.com/us-en

10/22/2022

This graph shows the year-over-year change in stock prices which leads changes in economic activity by about six months.

Key Things to Keep In Mind:
• The Fed's aggressive rate hikes have yet to be fully felt through the economy and a slowdown in employment growth looks inevitable.
• However, stocks are forward-looking and move ahead of the economy by about six months, which is why we think the 25% decline in equities since January likely already reflects a mild recessionary outcome.
• If the downturn doesn’t prove to be deep, equity markets could stabilize even as economic data underwhelms. We think investors can use the pullback as an opportunity to rebalance portfolios and add quality investments at more favorable prices.

Let me know how I can help! Give me a call to discuss the markets, and how they're impacting your portfolio.

10/20/2022

The latest CPI report stresses how high inflation has broadened across the economy, pushing the Fed toward another outsized interest-rate hike. Take a look at our latest Market Pulse, and let me know if you have any questions.

Federal Reserve will press ahead for now.

10/18/2022

This boost in benefits may help retirees better meet their day-to-day needs given rising inflation.

Social Security announces larges cost-of-living adjustment to Social Security benefits in over 40 years

10/18/2022

A will, a living trust — what’s the difference? Knowing what’s right for you is essential to putting together a comprehensive estate plan. Take a look at the benefits of each document.

It's crucial to create an estate plan that leaves the legacy you desire. Understanding the difference between wills and living trusts can help.

10/15/2022

When was the last time you checked your credit score? If you’re looking to borrow money, buy a car or even apply for an apartment, it’s important to know your standing. Learn more about what your credit score actually means, and try our tips for helping raise it.

Are you keeping score?