Caroline Tracy, Edward Jones Financial Advisor

12/09/2024

The end of the year tends to be busy and can be full of a range of emotions. Learn about some ways you can practice mindfulness to decrease the stress on your body and mind.

Learn about the fundamentals, benefits, and strategies you can use to practice mindful living. From Edward Jones and EVERFI

12/02/2024

There are many account options when it comes to investing for retirement. Here are some reasons a Roth IRA may make sense for you.

Learn about the many benefits opening and contributing to a Roth IRA can make toward helping you reach your retirement goals.www.edwardjones.com/us-en

09/30/2024

I understand your life is a series of overlapping decisions. Let's talk about your priorities (and potential trade-offs) when it comes to saving for your child's education without sacrificing goals you want to achieve in retirement.

Your financial advisor can help you balance your saving strategy to achieve both goals.

09/16/2024

Many people think that estate planning is only for the wealthy or those in retirement. The truth is, regardless of your net worth, family situation or age, an estate plan can help provide you with control over your personal and financial life.

Regardless of your net worth, family situation or age, an estate plan can help provide you with control over your personal and financial life.www.edwardjones.com/us-en

09/11/2024

Those who lost their lives on September 11th will always be in our hearts.

09/04/2024

There's no guarantee the backdoor Roth IRA strategy will be available for every high earner. Consider these three questions to help decide whether it could be a workable option for you, then call me to discuss further investment-related considerations.

A backdoor Roth IRA enables you to realize the tax benefits of a Roth IRA, even if your income exceeds the IRS earnings ceiling for Roth contributions.

08/30/2024

As we set our eyes on September and October, the two-month stretch before the U.S. presidential election, we offer three perspectives on market volatility.

Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...

08/21/2024

Our Senior Investment Strategist Mona Mahajan joined CNBC's “Squawk Box” to discuss the health of the U.S. consumer, recent inflation trends and portfolio positioning after the recent market volatility.

Watch here: https://cnb.cx/3yMGYaR

08/12/2024

The recent market selloff was dramatic and perhaps even jarring for investors as they kicked off the first week of August.

Our latest Market Pulse analyzes recent activity and shares our outlook for the remainder of the year.

The August 5th drop in the Dow Jones and S&P has been jarring for investors. Get our view of what this could mean for investors in the coming months.

07/15/2024

Can Social Security stay solvent? We believe it can — but this may require some tough adjustments by Congress.

Can Social Security stay solvent? We believe it can — but this may require some tough adjustments by Congress.www.edwardjones.com/us-en

07/08/2024

There are some proactive steps that could help improve your retirement income. Read these three benefits of delaying your retirement and then call to discuss whether this may be an effective strategy to help you achieve your own future income goals.

Postponing retirement for just a few years, or even months, can have a big impact on your savings.

07/01/2024

We believe that regularly reviewing your investment performance can help you determine if you're likely to reach your financial goals. But it's important to put that performance into perspective and take a long-term approach. Let's schedule time to determine whether you're on track.

Understanding your performance in the context of your long-term goals can help you stay on track.