Edward Jones - Financial Advisor: Teressa Hupfer

Edward Jones - Financial Advisor: Teressa Hupfer /*********/
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Investment Strategist Angelo Kourkafas offers three key insights into government shutdowns and their likely impact on th...
09/28/2023

Investment Strategist Angelo Kourkafas offers three key insights into government shutdowns and their likely impact on the economy and the markets.

Market Pulse for 9/27/2023

Research shows that we—not our genes—have a great deal more control over our cognitive health than we may realize. Here ...
09/21/2023

Research shows that we—not our genes—have a great deal more control over our cognitive health than we may realize. Here are some simple steps that can help protect your most valuable asset: your brain.

Here are some simple, evidence-based steps that can significantly protect your brain

Is America facing a “retirement crisis?” The answer may be "yes" because so many Americans’ retirements are underfunded....
08/18/2023

Is America facing a “retirement crisis?” The answer may be "yes" because so many Americans’ retirements are underfunded. However, the picture is brighter for pre-retirees willing to make tradeoffs, adjustments and significant course corrections, according to our latest study in partnership with Age Wave.

Learn more: edwardjones.com/newretirement

The lifetime cost of retirement averages almost a million dollars, many times more than the average cost of a house, rai...
08/16/2023

The lifetime cost of retirement averages almost a million dollars, many times more than the average cost of a house, raising a child, or a college education. At the same time, many more people expect to be spending potentially much more time in retirement.

The years may be there to enjoy, but they must also be paid for. Our latest study in partnership with Age Wave explores both sides of today’s retirement experience with the aim of helping retirees and pre-retirees make resilient choices to thrive.

https://bit.ly/3QGGMQQ

We are excited to share that we surpassed our first big milestone of the year – more than $1 million raised and 5,640 wa...
08/14/2023

We are excited to share that we surpassed our first big milestone of the year – more than $1 million raised and 5,640 walkers registered – as the 2023 Walk to End Alzheimer's National Presenting Sponsor. This is the earliest we've hit the milestone in any given year, and we're continuing to move full speed ahead in our support of the fight to end Alzheimer’s.

Once you’re retired, you’ll need to pay close attention to your physical and mental health. And your efforts may be rewa...
08/11/2023

Once you’re retired, you’ll need to pay close attention to your physical and mental health. And your efforts may be rewarded, both emotionally and financially.

Healthy habits can pay off financially and emotionally

One strategy for ramping up your retirement savings is to increase your 401(k) contributions any time your salary goes u...
08/09/2023

One strategy for ramping up your retirement savings is to increase your 401(k) contributions any time your salary goes up. This can help you stay on track as you work toward your retirement goals.

Understand the key benefits of funding your 401k and why you should consider increasing those contributions as your salary increases.

Taxes are often an important concern for high earners. Looking for some tips to help become a more tax-efficient investo...
08/07/2023

Taxes are often an important concern for high earners. Looking for some tips to help become a more tax-efficient investor? Check out this list of suggestions and then schedule time for us to discuss.

Practical and proven strategies you can take to become a more tax-efficient investor.

We offer a flexible borrowing option to meet a variety of financing needs, while allowing your investment portfolio to r...
08/03/2023

We offer a flexible borrowing option to meet a variety of financing needs, while allowing your investment portfolio to remain intact.

Edward Jones clients have the option to borrow funds by using securities and assets within eligible accounts. Learn more.www.edwardjones.com/us-en

While the expectation in early 2023 was to anticipate a mild, brief recession, it has yet to happen.
08/01/2023

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.

Paying for college can feel overwhelming. Try our calculator to estimate your financial aid and out-of-pocket college co...
07/24/2023

Paying for college can feel overwhelming. Try our calculator to estimate your financial aid and out-of-pocket college costs.

Discover smart ways to plan and pay for college. From Edward Jones and EVERFI

If you overfund your child’s 529 plan, is it left “stranded”? Fortunately, there are a variety of ways to take advantage...
07/21/2023

If you overfund your child’s 529 plan, is it left “stranded”? Fortunately, there are a variety of ways to take advantage of a 529 plan even if your child doesn’t need it for college.

Learn what to do with a 529 plan when your child doesn’t need it for college.

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