Josh Bauer - Edward Jones - Financial Advisor

Josh Bauer - Edward Jones - Financial Advisor Local Financial Advice you can trust ​​Edward Jones is a financial-services firm dedicated to serving the needs of individual investors.

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Market volatility is unpleasant. Also fact: The more you know about it, the less unpleasant it can be. Check out these 1...
04/27/2026

Market volatility is unpleasant. Also fact: The more you know about it, the less unpleasant it can be. Check out these 10 volatility facts to help keep volatility in perspective and your goals within reach.

Volatility is part of the investment experience, but the longer an investor holds stocks, the greater the potential for an overall positive return.

You could be missing an opportunity for your investments to grow tax deferred if you own an IRA and you're not fully fun...
01/08/2025

You could be missing an opportunity for your investments to grow tax deferred if you own an IRA and you're not fully funding it each year.

Roth IRA and traditional IRA contribution limits can change each year. Knowing what they are can help you make sure you take full advantage of their tax benefits for retirement.

While each year brings changes, when it comes to your financial outlook, it’s important to focus on what you can control...
01/07/2025

While each year brings changes, when it comes to your financial outlook, it’s important to focus on what you can control.

While each year brings changes, it’s important to focus on what you can control. These financial resolutions for 2025 can help you stay on track.www.edwardjones.com/us-en

Unhappy with your tax bill this year? Here are 3 things you can do now to help reduce your future tax burden.
04/23/2024

Unhappy with your tax bill this year? Here are 3 things you can do now to help reduce your future tax burden.

3 things you can do now to help reduce your future tax bill

Did you receive a tax refund this year? If so, you may want to consider using your refund to help you achieve your finan...
04/17/2024

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.

There are only three weeks left to file your taxes—do you have everything you need to file? Use this checklist to help m...
03/25/2024

There are only three weeks left to file your taxes—do you have everything you need to file? Use this checklist to help make sure you are all set to file your taxes by the April 15th deadline.

Ready to file your federal income taxes? Use our tax filing checklist to help ensure you have all the tax forms you need to complete your return.

Every dollar saved in taxes is one more you can spend, save, give or leave as a legacy. Here are three tax-smart strateg...
03/11/2024

Every dollar saved in taxes is one more you can spend, save, give or leave as a legacy. Here are three tax-smart strategies you should consider to potentially reduce taxes now or in the future.

Every dollar you save in taxes is one more you can spend, save, give or leave. Here are three ways to potentially reduce your taxes now or in the future.

Cases of tax fraud are on the rise. Here's what you should be on the lookout for this tax season to help protect you and...
03/02/2024

Cases of tax fraud are on the rise. Here's what you should be on the lookout for this tax season to help protect you and your loved ones from tax fraud.

A solid strategy can help safeguard you from these increasingly frequent crimes.

Tax season can be a stressful time, even without the worry of unintentionally making a filing mistake. To help you out, ...
02/24/2024

Tax season can be a stressful time, even without the worry of unintentionally making a filing mistake. To help you out, we outlined 5 tax-filing mistakes you should be on the lookout for this tax season.

Before you file your taxes this year, be sure to avoid these five common tax-filing mistakes.

Have questions about your Edward Jones tax forms? Here are some of the most commonly asked questions we hear from client...
02/20/2024

Have questions about your Edward Jones tax forms? Here are some of the most commonly asked questions we hear from clients during tax season.

Answers to some of the most common questions about tax forms.

For 2024, April 15 is the big tax filing deadline. But other deadlines, such as when certain tax forms need to be furnis...
02/07/2024

For 2024, April 15 is the big tax filing deadline. But other deadlines, such as when certain tax forms need to be furnished, are worth noting as well. Use this tax calendar to help you be aware of some of the approaching deadlines.

View important deadline dates for traders, furnishing tax forms and filing tax returns.

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