Edward Jones - Financial Advisor: Mark Dempsey

08/07/2025

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?

12/17/2024

One lesson 2024 taught is that focusing on what we can control is a much more effective strategy than becoming overwhelmed with worry over what we can't. Do you have a higher net worth or income level? This year-end checklist can help you plan how to keep your financial strategy on track.

If you have a higher net worth or higher income, this checklist highlights actions you can take before 2024 ends to help keep your financial strategy on track.www.edwardjones.com/us-en

10/30/2024

We break down the latest activity in the U.S. economy, equities, the bond market, international investing and more. Let's discuss what impact these might have on your portfolio.

Our investment strategists provide Edward Jones’ perspective on the economy and the markets, and what it may mean for you.www.edwardjones.com/us-en

10/18/2024

Are your investments causing too much capital gains tax? Understanding capital gains and how they’re taxed is key to potentially reducing your capital gains tax burden.

Are your investments causing too much capital gains tax? Understanding capital gains and how they’re taxed is key to potentially reducing your capital gains tax burden.www.edwardjones.com/us-en

07/29/2024

Although nearly two-thirds of business owners (64%) have prepared a business succession plan, 16% feel unprepared for their succession plan, according to our latest research with Morning Consult and NEXT360 Partners.

Edward Jones Principal of Retirement Products Katherine Roy joined Yahoo! Finance Wealth to discuss considerations for transitioning businesses from owners to successors.

52 CEOs stepped down in the first quarter of 2024, the highest level in four years according to executive search and leadership advisory firm Russell Reynolds Associates. Edward Jones Principal of Retirement Products Katherine Roy joins Wealth! to give insight into how business owners need to start....

06/18/2024

Planning ahead can be crucial to ensure your assets pass to the loved ones or charitable causes you prefer after death.

We're happy to collaborate with you, your attorney and your tax professional to create a financial strategy for the legacy you wish to leave. Let's discuss!

Ensuring your assets are handled according to your wishes requires planning.

05/24/2024

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.

05/23/2024

A certificate of deposit (CD) lets you invest your money for a set period to earn a fixed rate. For some, a CD presents the ideal combination of reliable returns and low risk.

See Edward Jones' tips when buying CDs.

05/20/2024

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

05/06/2024

You've likely worked hard to plan for your long-term financial objectives, but have you taken the critical steps needed to create safeguards through estate planning? Make sure you avoid these six common mistakes.

While estate planning may be an uncomfortable topic, there are also many benefits to consider.www.edwardjones.com/us-en

05/01/2024

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.

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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.

04/18/2024

Did you receive a tax refund this year? If so, you may want to consider using your refund to help you achieve your financial goals. Here's how.

Receiving a tax refund? Consider these options on how to use the money received.