Edward Jones-Financial Advisor- Katrina J. Helle

01/09/2025

Individuals subject to the Government Pension Offset (GPO) and Windfall Elimination Provision (WEP) should see their Social Security benefits increase in 2025 by the amount previously reduced.

U.S. Senate passed the Social Security Fairness Act, eliminating the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO).

01/09/2025

Get our four key views for 2025 in our latest Market Compass.

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...

10/21/2024

Proper estate strategies can help protect you and your family, ensure that your assets are distributed to your heirs after your death and help minimize unnecessary fees and taxes. Watch this video to learn how a team of professionals can help you find the right plan for you.

Learn how and where to start

06/10/2024

Considering a Financial Advisor career with Edward Jones? Hear from some of the people that made the transition. Nanette was looking for more meaning in her career than what being an attorney provided. Now as a financial advisor, she's building life-long relationships.

Read more about Nanette's journey on our Careers blog.

Nanette was looking for more meaning in her career. She found it as a financial advisor building client relationships. Find your next opportunity at Edward Jones.

06/10/2024

May’s broad-based rally highlights the benefits of maintaining a globally diversified portfolio based on your long-term goals.

Learn more about portfolio performance, and check out our recommendations for disciplined investors.

02/22/2024

Dating apps are a great way to meet new people and potential love interests—but scammers are increasingly using these apps and social media to target their victims. Be leery of individuals you meet online who have made a lot of money by trading cryptocurrency and can show you how to do the same. This tactic is becoming more and more prevalent wth the rise of cryptocurrency. For more red flags and how to protect yourself, check out this article:

Stay informed

02/20/2024

Romance scams are on the rise, but there are steps you can take to protect yourself and others from falling victim to these scams. For instance, get a second opinion. Scammers typically count on the fact that you’ll be too embarrassed to reach out for advice, but it never hurts to have someone else evaluate the situation. Talk to a trusted family member or your financial advisor if you’re unsure. Learn more here:

Stay informed

02/17/2024

More and more people are meeting their significant others online via social media or dating apps. As such, scam artists are using these tools to develop online relationships with unsuspecting victims, sometimes duping them of their hard-earned money. Here are some red flags to look for to protect yourself and your loved ones:

Stay informed

02/13/2024

It's February, which means love is in the air. But did you know that romance scams are on the rise? Over the next few weeks, we’ll be outlining how to spot a potential romance scam and how to protect yourself and your loved ones from falling victim to these scams. Learn more here:

Stay informed

01/22/2024

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.

01/16/2024

Searching for a career opportunity with no ceiling to your earning potential that offers the opportunity to achieve work life balance? Learn how you can transfer your skills to a new career as an Edward Jones Financial Advisor.

Register here: https://bit.ly/3tX734I

12/18/2023

Trying to understand and plan for future education costs can seem overwhelming and confusing. Learn more about 529 plans and how they can help you set aside money for costs down the road.

Saving money for college