Edward Jones-Financial Advisor: Monica Marquez

Edward Jones-Financial Advisor: Monica Marquez /*********/
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Your employer’s life insurance policy can serve as a valuable safety net if something were to happen to you. But is life...
08/04/2025

Your employer’s life insurance policy can serve as a valuable safety net if something were to happen to you. But is life insurance through work enough? What happens if you lose your job? Here are some factors to consider.

Your employer’s life insurance policy can serve as a valuable safety net if something were to happen to you, but will it cover all of your needs?

Get our 10 key views for the new year, along with planning strategies and steps to help position your portfolio in 2025.
07/31/2025

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.

After lagging U.S. stocks, international equities rallied in the first half of the year. Can U.S. stocks make up some lo...
07/30/2025

After lagging U.S. stocks, international equities rallied in the first half of the year. Can U.S. stocks make up some lost ground before 2025 ends?

Find out what’s driving the international markets, as well as strategies for disciplined investors to consider.www.edwardjones.com/us-en

Learn the benefits and trade-offs of stocks and bonds.
07/28/2025

Learn the benefits and trade-offs of stocks and bonds.

Before we talk about the investment mix that’s right for you, it helps to understand what makes stocks and bonds tick.www.edwardjones.com/us-en

Wondering which party in power will sway the markets? The answer may surprise you. Here’s why it’s so important to stick...
07/25/2025

Wondering which party in power will sway the markets? The answer may surprise you. Here’s why it’s so important to stick to your long-term investment strategies…even during short-term political events.

Remaining steadfast amid political and policy changes has benefited investors.

Investing involves risk – and so does not investing. If you don’t invest, your money may not grow enough to allow you to...
07/23/2025

Investing involves risk – and so does not investing. If you don’t invest, your money may not grow enough to allow you to reach your important long-term goals, such as a comfortable retirement.

See Edward Jones' tips when buying CDs.

Life is full of surprises, but when you’ve got the right guidance and assistance, you can be ready for just about anythi...
07/21/2025

Life is full of surprises, but when you’ve got the right guidance and assistance, you can be ready for just about anything. Here are some tips to help you protect your financial future from unexpected events.

Retirement risks

Wedding planning can be an exciting part of life, but there are important financial considerations to discuss ahead of t...
07/18/2025

Wedding planning can be an exciting part of life, but there are important financial considerations to discuss ahead of the big event. Review our financial checklist for newlyweds to help you start that crucial conversation with your future spouse.

When getting married, it's important to discuss finances with your partner. Use this checklist to start the conversation.www.edwardjones.com/us-en

While it may be tempting to put extra cash toward paying down your mortgage, it may not always make the most financial s...
07/16/2025

While it may be tempting to put extra cash toward paying down your mortgage, it may not always make the most financial sense.

Before you consider paying of your mortgage early, be sure to ask yourself these three questionswww.edwardjones.com/us-en

One of the biggest constants in life is that things always change! Review our current rates for CDs, bonds and other inv...
07/14/2025

One of the biggest constants in life is that things always change! Review our current rates for CDs, bonds and other investments and loans. Then call me to discuss how this information can help customize a strategy to work toward your financial goals.

Our latest rates for certificates of deposit (CDs), bonds and other investments and loans.

The types of retirement accounts can seem dizzying – 401(k)s, Roth IRAs, traditional IRAs, 403(b)s, and 457s, oh my! The...
07/11/2025

The types of retirement accounts can seem dizzying – 401(k)s, Roth IRAs, traditional IRAs, 403(b)s, and 457s, oh my! The good news is that I can help you understand the differences so you can select which one (or more) suits your needs the best. Let's set up time to chat.

Choose from a variety of plans

Edward Jones has shifted its portfolio guidance to reflect an updated global outlook. Portfolio Strategist Tom Larm outl...
07/11/2025

Edward Jones has shifted its portfolio guidance to reflect an updated global outlook. Portfolio Strategist Tom Larm outlines the changes, which can help investors looking to rebalance or position their portfolios for the second half of 2025.

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

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