Josiah Altis - Edward Jones - Financial Advisor

Josiah Altis - Edward Jones - Financial Advisor Edward Jones is a financial-services firm dedicated to serving the needs of individual investors.

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Get our 10 key views for the new year, along with planning strategies and steps to help position your portfolio in 2025.
01/28/2025

Get our 10 key views for the new year, along with planning strategies and steps to help position your portfolio in 2025.

The economy should keep humming in 2025, in our view, but new policy initiatives and potential interest rate cuts add some uncertainty.

While the expectation in early 2023 was to anticipate a mild, brief recession, it has yet to happen.
07/28/2023

While the expectation in early 2023 was to anticipate a mild, brief recession, it has yet to happen.

Our Monthly Market Compass helps keep you in the know about changes in the market, but also looks ahead to what may be down the road.

Want to reduce your future tax bill? Here are 3 actions you can take now that can help reduce your tax liability in reti...
03/22/2023

Want to reduce your future tax bill? Here are 3 actions you can take now that can help reduce your tax liability in retirement:

3 things you can do now to help reduce your future tax bill

Fill this out, then give me a call!
03/20/2023

Fill this out, then give me a call!

What’s the impact of saving over time? Enter an investment amount to see the power of long-term savings.

Here are three things to know about recent bank failures and the implications for the market outlook.
03/19/2023

Here are three things to know about recent bank failures and the implications for the market outlook.

3 things to know

If you haven't met with a financial advisor before, here are some critical questions to ask to help ensure the relations...
03/18/2023

If you haven't met with a financial advisor before, here are some critical questions to ask to help ensure the relationship is a good fit.

Here are 10 questions to ask

At Edward Jones, we want your tax preparation to go as smoothly as possible. This article answers some frequently asked ...
03/14/2023

At Edward Jones, we want your tax preparation to go as smoothly as possible. This article answers some frequently asked questions about your Edward Jones tax forms:

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

Are you or someone you know looking for rewarding career? If so check out the job link below for a Branch Office Adminis...
03/09/2023

Are you or someone you know looking for rewarding career? If so check out the job link below for a Branch Office Administrator who will be working directly with me at my office in Manchester, MO. If you have interest send me a message and I will look forward to connecting!

Put your skills and experience to work helping others while growing your professional development. Explore a career at Edward Jones.

Remove some of the stress from tax season by avoiding these five common tax-filing mistakes:
03/08/2023

Remove some of the stress from tax season by avoiding these five common tax-filing mistakes:

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

These 3 strategies can provide you with extra flexibility (and potentially higher after-tax income) in retirement:
02/22/2023

These 3 strategies can provide you with extra flexibility (and potentially higher after-tax income) in retirement:

3 things you can do now to help reduce your future tax bill

With tax season upon us, now is a good time to evaluate how your social security benefits contribute to your overall tax...
02/16/2023

With tax season upon us, now is a good time to evaluate how your social security benefits contribute to your overall tax liability:

How your Social Security benefits are taxed and what you can do to reduce your tax burden

Do you know what your credit score is and how it’s calculated? We can walk you through it
02/13/2023

Do you know what your credit score is and how it’s calculated? We can walk you through it

Why establishing and maintaining strong credit matters so much for your financial health. From Edward Jones and EVERFI

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