Edward Jones - Financial Advisor: Jonathan E. Shoffner

03/11/2025

After a strong start to the year, market volatility seems to have returned. While we would expect market volatility to continue near-term, we are also watching for key inflection points that may indicate the early innings of a more sustainable rally ahead. We highlight three potential conditions that we believe would support better market returns longer term: 1) inflation moving lower, 2) the Federal Reserve pausing its rate-hiking cycle, and 3) earnings revisions bottoming.

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

01/13/2025

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).

12/03/2024

In November, I was excited to talk with students at Park Crossing High School about financial education and careers. They join over 8,291 students in Alabama who have participated in the Edward Jones Financial Fitness program to strengthen their financial knowledge. To learn about how we’re helping students, clients and investors, visit: https://bit.ly/3BhbJ3J

11/15/2024

The markets have seen their share of ups and downs in 2024. This year-end checklist highlights actions you can take to help keep your financial strategy on track as you head into the new year.

These actions for 2024 may help you keep your financial strategy on track.www.edwardjones.com/us-en

11/14/2024

If you're looking for holiday gift ideas beyond the traditional fare, funding a child's education with a 529 savings account is a gift worth giving — and one that can have lasting benefits.

Gifting 529 education savings contributions during the holiday season is one holiday gift with lasting benefits.www.edwardjones.com/us-en

08/06/2024

Stay up to date with the latest developments, trends and daily insights on the market.

Stay up to date with latest developments, trends, and daily insights on the market. Get a comprehensive look at market movements, international updates, economic indicators, and our expert's analysis.

06/20/2024

Recently, I was one of several Edward Jones Financial Advisors to visit Montgomery City Hall and meet with Mayor Steven Reed. During our visit we shared our firm's purpose and intention to partner with the city to make a positive impact. We also discussed Edward Jones' commitment to financial literacy including the Edward Jones Financial Fitness program. We hope to continue to grow our relationship with the city as we work to provide critical financial education for all that call the community of Montgomery home.

05/15/2024

Confused about how much life insurance your loved ones might need to cover expenses if your income is no longer available? Use this life insurance calculator to help estimate the amount of coverage that might work best for you.

How much coverage do you need? Get an estimate to aid your decision-making process.

05/13/2024

As with so many things in life, timing can be critical when it comes to starting your Social Security benefits. Consider these four factors that could influence your overall strategy on when to take Social Security.

Understand how Social Security plays a role during this important time in your life.

05/12/2024

Putting an advance care plan in place can help alleviate unnecessary suffering, improve quality of life and ease the decision-making burden on your loved ones.

Learn about these common considerations when developing an advance care plan.www.edwardjones.com/us-en

05/11/2024

Market volatility can be uncomfortable. But a disciplined, well-diversified approach to investing that keeps your financial goals in the driver's seat can help you control emotions when markets get tough.

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

05/11/2024

Deciding when and how to leave your wealth to your beneficiaries remains a vital part of your legacy.

Learn more about two main ways to pass along your assets — as an outright gift or as part of a trust – and reach out with any questions.

https://bit.ly/3wCeZcI

Edward Jones, in partnership with Morning Consult and NEXT360 Partners, LLC, conducted a mixed-methods study combining a nationwide online survey (fielded between Dec. 28 and 29, 2023) executed by Morning Consult (among a U.S. national sample of 2,202 adults reflecting the demographic profile of the United States) combined with interviews, focus groups and cognitive mapping conducted by NEXT360 Partners with participants in Atlanta; Charlotte and Raleigh-Durham, N.C.; Cleveland, Ohio; Dallas/Ft. Worth; Denver; Los Angeles; and Phoenix.