Edward Jones- Financial Advisor: Tricia Curreri

04/18/2025

While the market is closed on this Good Friday, I’m in the office serving clients.

If you’re concerned to look at your statements or unsure of your financial strategy, let’s chat.

04/10/2025

Volunteering at Wildwood Park for the Arts Festival of Lanterns 🏮

Featured cultures for this year include:

Australia
Germany
China
Portugal
St. Louis, USA
Neverland

It’s a breezy but beautiful evening to enjoy the property, food, sights and sounds.

For more info:

https://www.wildwoodlanterns.org/

04/07/2025

Do not touch it.

Emotions are information, not instructions.

Advice to consider:

🦎 Add to it
🦎 Rebalance
🦎 Do NOT touch it

Over the last 45 years, the average intra-year drop in the S&P500 is 14.1% with annual returns ending up positive in 34 of 45 years.

Hands off the iguanas and retirement accounts.

Tax loss harvesting might be key in your brokerage account. We can visit to see if this is an appropriate strategy for you.

📷: Aruba, Spring break 2025

I named him Jeff. My 11yr was always on an iguana hunt trying to catch him.

04/04/2025

What an opportunity for growth!

A properly managed financial account does not mirror the ebbs and flows of the equity market (and worse, media’s news coverage).

Can you have a portion invested in 100% equities? Of course. I have many clients with a portion of funds for a specific purpose.

In 2025, a well balanced portfolio will help offset the market fluctuations and provide a smoother investment ride over time.

After assessing your comfort of market volatility, goals and timeframe to grow your investments, we can build a strategy so your retirement blooms.

04/02/2025

Your employer sponsored retirement plan is a lot like your 13yr son packing his own suitcase for vacation….

It’s recommended, useful and it will get the job done. However, you’ll have limited options and control.

Should you contribute to your employer plan (even if there’s no match)? Yes!

When you change employers or retire, you have options, including rolling the money into a self directed IRA offering more options, more control and receiving advice from a professional.

Curious how to pack enough into your plan? 🧳

Let’s visit on strategies to reach your goals.

03/05/2025

The market is like spring baseball -

sometimes you gotta cozy up, sit back and relax.

Can you do me a favor?

Unlock your phone
Swipe left
Tap that stock market app
Choose DJIA, SP&500 or NASDAQ- surprise me
Click ALL timeframe

How scary does that look? That’s right.
Not at all.

02/14/2025

Valentine’s Day fun fact:

The oldest known valentine was written from prison.

In 1415, he wrote a letter to his wife with a poem that used the term “Valentine” to refer to her. The first line read, “My very gentle Valentine,” and is considered by many to be the very first recorded valentine 🤍

When it comes to your finances, don’t become imprisoned. It’s time to discuss your 2025 goals and make it happen!

02/13/2025

Many of us find it difficult to talk about finances with our families, and that can seem doubly true when it comes to defining the legacy we hope to leave behind. Check out these three tips for how to talk to your children about inheritance.

Four in 10 parents with $1 million in investable assets haven’t discussed inheritance with their family. Here are some tips to start that conversation.

01/29/2025

As the financial markets continue to soar and set new record highs, remember, it will pull back, correct and dip down then cycle again with new highs as history has shown.

It’s normal, expected and required.

In 1997, a friend asked, can I shave your head? Me, why not, it grows back!

Companies have to trim the fat, however, they always know how to turn profits.

During a pullback, the best recommendations you can consider include,

1. Add more money to your investments
2. Do nothing
3. Call me if you’re still freaking out

Stay the course and watch it grow back.

01/24/2025

Did you know that today is National Compliment Day?

I grabbed this out of a large compliment bowl at Orange Theory this morning.

Excuse me while I go convert my potential!

Now, go make someone’s day….

01/23/2025

Recently changed jobs or decided to retire and have a 401(k) plan to consider? Learn which of these four options might work for you: Leaving it, moving it, rolling it over to an IRA or cashing it out (and the potential tax consequences).

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

01/06/2025

Staying active and enjoying hobbies during retirement is critical for your physical health and mental wellbeing.

What hobbies do you enjoy?

Henry used the winter break to get in time for fishing 🎣