Edward Jones Financial Advisor: Mark Waldron

07/01/2024

Now that we're midway through 2024, we're reflecting on the first half of the year and looking ahead to three key factors we believe will be drivers of the markets and economy in the second half.

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...

10/18/2023

Scam artists have been known to impersonate loved ones, tricking older adults into providing personal information that can convince them the call is legitimate. Never give sensitive information (like your social security number or credit card number) over the phone, especially if you can't verify the caller. Learn more about grandparent scams: https://bit.ly/46GvTE8

10/16/2023

Some scammers use social media or dating websites to start a relationship with the intended victim in order to ask the victim to send money, usually in the form of gift cards, prepaid money cards or even cash so that it can't be traced. Learn more about romance scams: https://bit.ly/3RVVy77

10/14/2023

Thieves want you to act without giving you time to think. If you’re feeling pressured, stop and consider the situation. If an offer sounds too good to be true, it probably is. Learn more here: https://bit.ly/3tvcgjE

10/12/2023

Inheritance or lottery scams try to get the victim to send money in order to receive the funds. However, you should never need to send money to receive legitimate winnings. Learn more here: https://bit.ly/3RY1PPO

10/10/2023

A New York state study found that for every documented case of older adult financial exploitation, another 44 went unreported. Click here to learn more about how to report suspected financial elder abuse: https://bit.ly/3tkM1fs

10/08/2023

Although anyone can become a victim of fraud, some scams specifically target older adults. Learn strategies to help prevent elder financial fraud from happening to you or a loved one: https://bit.ly/48ITuVQ

10/06/2023

October is Cybersecurity Awareness Month, so throughout the month, we'll be highlighting some common scams and how to spot them. Learn more about how Edward Jones works to help protect clients from falling victim to fraud: https://bit.ly/46GtVTt

03/29/2023

The passage of SECURE 2.0 has several important changes that could benefit your financial strategies, including changes to 529 assets. Take a look, and let me know if you have any questions!

03/20/2023

It's spring break season. Heading anywhere exciting?

03/10/2023

This weekend marks Daylight Saving Time. Make sure to set your clocks forward!

01/21/2023

Cybersecurity Tip #5: Don’t immediately click a link or open an attachment in an email, particularly if it arrived unexpectedly, as it may contain a computer virus that can be used by a scammer to access important information.