Edward Jones - Financial Advisor: Dayna Chettouh

Edward Jones - Financial Advisor: Dayna Chettouh /*********/
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08/22/2024

We couldn't be prouder. Edward Jones was one of only 100 firms named to People magazine's 2024 list of Companies That Care this year.

As our managing partner, Penny Pennington, puts it, "Caring about our clients, one another and our communities isn't something we 'do' at Edward Jones; it's who we are."

This award is a testament to who we are and our ability to make a meaningful difference for those around us.

https://ow.ly/vMJL50T3YxX

2024 People Companies that Care, published People Magazine September 2024, research by Great Places to Work, data as of August 2023. Compensation provided for using, not obtaining, the rating.

I often hear the same question from parents: Which should I prioritize, my retirement or my child’s college education? H...
01/04/2024

I often hear the same question from parents: Which should I prioritize, my retirement or my child’s college education? Here’s an example scenario that tackles this question.

Prepare for the unexpected

From probate to how to select a trustee, Our Edward Jones Trust Company has your estate planning questions covered. When...
01/03/2024

From probate to how to select a trustee, Our Edward Jones Trust Company has your estate planning questions covered. When you're ready, we can work through your strategy together.

Answers on a range of topics

2023 started with depressed expectations and fears of a recession but ended with optimism and strong performance across ...
01/02/2024

2023 started with depressed expectations and fears of a recession but ended with optimism and strong performance across most asset classes that make up a well-diversified portfolio.

The change of the calendar presents an opportunity to reflect and review some of the milestones that defined the economy and the markets over the past 12 months, along with our views on the potential implications for 2024.

Read more in our Weekly Market Wrap.

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

It was generally a quiet week for the markets in terms of headlines and new data, with markets oscillating day to day, b...
12/26/2023

It was generally a quiet week for the markets in terms of headlines and new data, with markets oscillating day to day, but finishing with a modest move for the week. It's been anything but a quiet year, however.

We think 2024 can build on this year's gains, but not without some bumps along the way. But before we turn the page on the calendar, let's look back at how 2023 stacks up against history. Spoiler: it's in good company. Read more in our latest Weekly Market Wrap.

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

Retiring well is about more than just a number. And while it’s important to make sure you are financially prepared, many...
12/21/2023

Retiring well is about more than just a number. And while it’s important to make sure you are financially prepared, many pre-retirees have a retirement planning need that goes largely unaddressed. Let’s discuss your retirement vision.

Working in retirement can have a significant effect on financial security, but the non-financial benefits can be just as...
12/19/2023

Working in retirement can have a significant effect on financial security, but the non-financial benefits can be just as profound and have a positive impact on overall well-being.

In our latest study with Age Wave, respondents who worked during retirement reported experiencing several benefits like staying mentally and physically active and establishing social connections as well as feeling a greater sense of accomplishment and purpose. This is just one example of how the definition of success in retirement is changing.

How are you thinking about your purpose in retirement, and what are your plans for work and relaxation?

https://bit.ly/3TwwtR2

Check out these four steps to get started.
12/18/2023

Check out these four steps to get started.

View our exclusive videos to get some of your questions answered about investing, saving, planning and enjoying – for today and tomorrow.

Last week's December Federal Open Market Committee (FOMC) meeting proved to be a pivotal one for markets. We highlight t...
12/18/2023

Last week's December Federal Open Market Committee (FOMC) meeting proved to be a pivotal one for markets. We highlight three key takeaways that the markets cheered.

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

After a three-year pause on Federal student loans, many people with student loan debt are building these payments back i...
12/18/2023

After a three-year pause on Federal student loans, many people with student loan debt are building these payments back into their budgets.

Here are some strategies to help keep your payments manageable, so the investment you made in education doesn’t throw you off track.

Explore your repayment options

All of us can use some help with our financial strategy. Planning for retirement and all your other financial goals take...
12/13/2023

All of us can use some help with our financial strategy. Planning for retirement and all your other financial goals takes a smart strategy. Research shows that even top earners need help with investment decisions. Connect with me, and I’ll be happy to help.

Those who are early in their career may put off thinking about retirement. But learning what sets Roth and traditional I...
12/12/2023

Those who are early in their career may put off thinking about retirement. But learning what sets Roth and traditional IRAs apart now can help ensure you make the right choice between the two as you save for later.

Gain insights into the benefits of and differences between a Roth IRA vs Traditional IRA to optimize your retirement savings and minimize tax liabilities.

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