Edward Jones - Financial Advisor: John Arens

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Rising markets and low volatility always rank high on investor's wish lists. In the past four months, we've been fortuna...
03/04/2024

Rising markets and low volatility always rank high on investor's wish lists. In the past four months, we've been fortunate to experience precisely that.

In our latest Weekly Market Wrap, we share five takeaways from February's market performance.

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

Cases of tax fraud are on the rise. Here's what you should be on the lookout for this tax season to help protect you and...
03/02/2024

Cases of tax fraud are on the rise. Here's what you should be on the lookout for this tax season to help protect you and your loved ones from tax fraud.

A solid strategy can help safeguard you from these increasingly frequent crimes.

Quickly view, print and download your tax forms online without having to wait for them to arrive in the mail. Plus, you ...
02/27/2024

Quickly view, print and download your tax forms online without having to wait for them to arrive in the mail. Plus, you can easily share your documents with your tax professional or tax preparation software, helping streamline tax season in 2024.

Sign up for Online Access and download our app to view and share your tax forms.

With the sharp rally sending the S&P 500 to a record high in recent days, you wouldn't think it would be hard for invest...
02/26/2024

With the sharp rally sending the S&P 500 to a record high in recent days, you wouldn't think it would be hard for investors to find good news. We think the bull market looks to have runway ahead, but we also know that even the best markets run out of breath occasionally. In this latest installment of the Weekly Market Wrap, we offer three signs that can give investors confidence in the broader outlook for this market.

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

Tax season can be a stressful time, even without the worry of unintentionally making a filing mistake. To help you out, ...
02/24/2024

Tax season can be a stressful time, even without the worry of unintentionally making a filing mistake. To help you out, we outlined 5 tax-filing mistakes you should be on the lookout for this tax season.

Before you file your taxes this year, be sure to avoid these five common tax-filing mistakes.

Although stocks recovered from a sharp drop after last week's CPI inflation report – and the S&P 500 even approached new...
02/20/2024

Although stocks recovered from a sharp drop after last week's CPI inflation report – and the S&P 500 even approached new all-time highs – investors may be feeling anxious.

Can inflation continue to moderate, as it has over the past year, even in the face of resilient economic growth? Or, is this a start of a trend in the wrong direction?

We share our views in our latest Weekly Market Wrap.

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

Have questions about your Edward Jones tax forms? Here are some of the most commonly asked questions we hear from client...
02/20/2024

Have questions about your Edward Jones tax forms? Here are some of the most commonly asked questions we hear from clients during tax season.

Answers to some of the most common questions about tax forms.

The S&P 500 crossed the 5,000 milestone, a fresh record high for the index. While 5,000 is an arbitrary number and simpl...
02/12/2024

The S&P 500 crossed the 5,000 milestone, a fresh record high for the index. While 5,000 is an arbitrary number and simply an attention-grabbing psychological threshold, it is symbolic of the market's strength and resiliency in the face of a historically sharp adjustment in interest rates.

With the economy defying expectations for a slowdown and stocks having rallied about 20% over the past three months, investors are wondering what's next. Our latest Weekly Market Wrap shares our views on five common questions.

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

For 2024, April 15 is the big tax filing deadline. But other deadlines, such as when certain tax forms need to be furnis...
02/07/2024

For 2024, April 15 is the big tax filing deadline. But other deadlines, such as when certain tax forms need to be furnished, are worth noting as well. Use this tax calendar to help you be aware of some of the approaching deadlines.

View important deadline dates for traders, furnishing tax forms and filing tax returns.

All eyes were on the Fed last week, with the market's wagon remaining tightly hitched to the outlook for future monetary...
02/05/2024

All eyes were on the Fed last week, with the market's wagon remaining tightly hitched to the outlook for future monetary policy moves. The Fed kept its policy rate steady, but the primary focus was on the central bank's message that it intends to remain on hold a while longer.

While markets were hoping for a signal that rate cuts were coming sooner, incoming data, including the latest jobs report, continue to offer confidence that the economy is holding up well enough for the Fed to exercise some patience.

In our latest Weekly Market Wrap, we offer our takes on what the latest Fed and employment news means for the markets ahead.

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

Over the past week, investors digested two key datapoints that continue to support the case for a soft landing in the U....
01/29/2024

Over the past week, investors digested two key datapoints that continue to support the case for a soft landing in the U.S.: The S&P PMI data, for both services and manufacturing, were in expansionary territory in January, and fourth-quarter GDP growth exceeded forecasts, coming in at 3.3% annualized, versus expectations of 2.0% growth.

While these datapoints are backward looking, they support the narrative that the U.S. economy was not softening entering the new year. In fact, the data indicates that economic growth accelerated at the end of last year. Meanwhile, inflation also showed signs of moderation as we entered 2024.

Read more of our takeaways in our latest Weekly Market Wrap.

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

It may seem a ways away, but tax season is right around the corner. But don't fret—tax season doesn't have to be taxing....
01/24/2024

It may seem a ways away, but tax season is right around the corner. But don't fret—tax season doesn't have to be taxing. Over the next few months, we'll be posting some helpful information to help make filing your taxes a little bit easier. In the meantime, check out our Tax Resource Center for tax-filing best practices as well as some tax-smart investing strategies to consider.

Tax time doesn't have to be complicated. Find what you need here to make it a little easier this year.www.edwardjones.com/us-en

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Long Beach, CA
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