Edward Jones - Financial Advisor: Mark Montaquila

Edward Jones - Financial Advisor: Mark Montaquila My practice is dedicated to helping my clients achieve realistic, attainable retirement and savings

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At this stage, the scope, magnitude, timing and persistence of tariffs remain unknown. However, for investors, maintaini...
03/31/2025

At this stage, the scope, magnitude, timing and persistence of tariffs remain unknown. However, for investors, maintaining a focus on what’s known can be a helpful guide to navigate the headline and market volatility.

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

While the economy is cooling from above-trend growth, the labor market remains healthy, and a manufacturing recovery is ...
03/24/2025

While the economy is cooling from above-trend growth, the labor market remains healthy, and a manufacturing recovery is underway. We expect lower interest rates and pro-growth policies to help drive an acceleration in the economy later this year.

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

Whether you’re cheering on your favorite team from home or courtside at the game, Online Access allows you to connect wi...
03/18/2025

Whether you’re cheering on your favorite team from home or courtside at the game, Online Access allows you to connect with your Edward Jones team with safe and secure messaging – anywhere, anytime.

Plus, you can view and sign documents, track progress toward your financial goals, and much, much more, all from your smart phone, tablet, or personal computer.

Download our app to stay connected.

Market performance this year underscores the value of diversification in investments. Those investors with diversified o...
03/17/2025

Market performance this year underscores the value of diversification in investments. Those investors with diversified or balanced portfolios have seen relatively better returns this year so far. Reach out with any questions.

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

U.S. stocks have lost some luster amid growth and tariff uncertainties. But your portfolio’s strength lies in its design...
03/10/2025

U.S. stocks have lost some luster amid growth and tariff uncertainties. But your portfolio’s strength lies in its design.

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

Don’t think you need an estate plan? Proper estate planning strategies can help protect you and your family and help ens...
03/10/2025

Don’t think you need an estate plan? Proper estate planning strategies can help protect you and your family and help ensure your assets can be distributed without unnecessary fees and taxes. Here’s how to get started.

Learn how and where to start

With all the different types of retirement accounts available, it can be difficult to know which one is right for you. B...
03/10/2025

With all the different types of retirement accounts available, it can be difficult to know which one is right for you. But having more than one type of retirement account could actually help you achieve your retirement goals faster. Here’s what you should know about two effective retirement accounts—an IRA and 401(k).

Benefits to having both

When faced with market fluctuation, ask yourself: “Are my long-term goals still the same?” If the answer is “yes,” then ...
03/10/2025

When faced with market fluctuation, ask yourself: “Are my long-term goals still the same?” If the answer is “yes,” then why overhaul a financial strategy that’s designed to meet these goals?

Take control of your future with a carefully crafted investment portfolio. Learn the five steps to help secure your financial goals.

Go home every day knowing you have helped others.
03/10/2025

Go home every day knowing you have helped others.

Help clients achieve their goals while you achieve yours as a branch office administrator at an Edward Jones branch. Explore a career at Edward Jones.

Our Senior Strategist Angelo Kourkafas looks at how tariffs could impact global economic growth, inflation, central bank...
03/10/2025

Our Senior Strategist Angelo Kourkafas looks at how tariffs could impact global economic growth, inflation, central bank policy and financial markets.

Tariff announcements drove market volatility in early March

Our latest Weekly Market Wrap digs into signs of a shift in the U.S. economy and how the markets are adjusting.
03/10/2025

Our latest Weekly Market Wrap digs into signs of a shift in the U.S. economy and how the markets are adjusting.

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

Years of research suggest there are four pillars to a fulfilling life and retirement: health, family, purpose and financ...
03/03/2025

Years of research suggest there are four pillars to a fulfilling life and retirement: health, family, purpose and finances.

Ready to build a more meaningful and secure future?www.edwardjones.com/us-en

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