Edward Jones - Financial Advisor: Bob Competiello

02/09/2023

When you partner with us, you’re never alone. Send me a message and we can talk about how we can work together to help reach your financial goals.

02/07/2023

We've seen many changes at tax time these past two years, and the 2022 tax year is no exception. Here's what you need to know about this year's tax season:

From inflation adjustments to the expiration of pandemic-related tax breaks to newly effective laws, here are some changes that could impact your 2022 taxes.

02/06/2023

Feel confident in your decision when selecting a financial advisor by asking these questions.

Here are 10 questions to ask

02/06/2023

After a year in which nothing seemed to go investors' way, 2023 has, so far, been the polar opposite. Stocks are up handsomely while interest rates are down markedly. Last week brought a heavy dose of fresh information on each of the three central drivers for the market this year: the Fed, the jobs market and corporate profits. The outcome was another up week for the market, and while this recent rally is both welcome and reasonable, we don't think it should be viewed as confirmation that the coast is clear. In our latest Weekly Market Wrap, we share our thoughts on several popular market takes and what last week tells us about the path ahead.

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

02/03/2023

For Tax Identity Theft Week, let's build skills to protect your finances, credit and reputation from fraudsters.
Every year, Americans prepare for Tax Day but each day we can do our best to avoid tax scams. Follow the link to understand how to stay on top of your taxes and combat scams.

Understand why managing your taxes is so important. From Edward Jones and EVERFI

02/02/2023

Are you ready for tax season? This tax calendar can help you be aware of some of the approaching deadlines:

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

02/01/2023

The idea of winning millions in a lottery or sweepstakes can be exciting. But, if it sounds too good to be true, it probably is. Legitimate lotteries and sweepstakes never ask for money upfront in exchange for a prize.

01/31/2023

When it comes to finance-related questions, it can be hard to get clear answers — especially on the web. No need to keep combing through search results; we’ve compiled some of the most commonly asked questions and answered them all.

Is yours on the list?

01/31/2023

Accessing your Edward Jones tax forms is easy and convenient with Online Access. Learn more here:

View, download and print forms, import to tax prep software and share forms with a tax professional.

01/31/2023

Whether you’re building or diversifying, starting from square one or just in need of a refresh, let’s work together to help establish an investment portfolio for you.

01/30/2023

Long-distance relationships are becoming more commonplace in today's technologically advanced world. However, be wary of sending money, especially if you've never met in person. A scammer can prey on your emotional state and take advantage of your trust, generosity and goodwill.

01/30/2023

Markets are off to a good start in 2023, but this comes on the heels of an extremely challenging 2022, in which both stocks and bonds logged declines for the year, something that hasn't occurred since 1994. There's good news for investors, however, as history shows down years for the stock market have typically been followed by healthy gains. While the clouds have not completely cleared, we think there are reasons to be optimistic. In our latest Weekly Market Wrap, we examine what often happens after down years for the market and what it could mean for the year ahead.

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