Edward Jones-Financial Advisor: Noel Todd

03/31/2024

Wishing you and your loved ones a very happy Easter!

03/28/2024

Wealth and leisure used to define success in retirement, but not anymore. Today it centers around four pillars — health, family, purpose and finances.

Our research in partnership with Age Wave reveals four key pillars to consider for living well in today’s new retirement.

03/26/2024

As you manage your portfolio, it's important to align your investments with your comfort with risk and financial goals. We also recommend considering the current market environment and our global outlook to help determine if some timely positioning could supplement the strategic design of your portfolio.

Learn more about portfolio performance, and check out our recommendations for disciplined investors.

03/21/2024

Investing in the stock market requires a long-term perspective. If you focus on the short term, it’s easy to let emotions influence your investment decisions, as the market seems to go up and down every year. Let’s talk about putting headlines in perspective and keeping a long-term perspective.

03/19/2024

Take a look at my recent news about my CPWA®️ designation.

03/14/2024

You’ve spent years investing so you can retire on your terms. But as your employer paychecks stop, you’ll need a strategy to help ensure your portfolio lasts as long as you need it to.

As your employer paychecks stop, you’ll need a strategy to help ensure your portfolio lasts as long as you need it to.www.edwardjones.com/us-en

03/12/2024

In light of a potential pivot by the Federal Reserve to lower interest rates in 2024, there may be additional solutions to help meet your income needs.

Edward Jones investment strategists share their thoughts on the stock market, financial markets and broader economic trends to follow in 2024.

02/29/2024

🎓 Excited to Share: Graduated from Yale’s Wealth Management Theory & Practice Executive Education Program! 🎉

I received my certificate in the mail this week for successfully completing the Wealth Management Theory & Practice Executive Education Program at Yale University! 🌟 Throughout the program, I’ve delved deep into the intricacies of wealth management, gaining invaluable insights from industry experts and esteemed professors.

This program has equipped me with cutting-edge strategies and tools to navigate the complex landscape of wealth management, enabling me to better serve my clients and drive tangible results.

I look forward to applying my newfound knowledge to empower individuals and families to achieve their financial goals.

Here’s to continuous learning and advancement in the ever-evolving field of wealth management! 💼

02/22/2024

A traditional IRA is a tax-deferred account designed specifically for retirement savings. An IRA helps you save money over time; however, its rules and regulations can change often.

Saving for retirement

02/21/2024

In need of tax season support? We've got you covered! Learn more about our annual tax guides, tax form assistance, advanced tax and Social Security planning and support charts.

Learn about the resources we provide tax professionals to support them during the busy tax season.

02/13/2024

Let’s find your rich. We’re not just talking about your financial plan – but helping make sure it’s in step with what really counts. It could be about living life on your own terms. Or having a million memories to share. Or maybe it could be…something you still need help defining.

We’re here to help you build a financial strategy that’s connected to a life that feels rich, in the experiences and moments that matter most to you.

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