Edward Jones - Financial Advisor: Michael Russell

Edward Jones - Financial Advisor: Michael Russell /*********/
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Markets will always go up and down, but we believe quality investments are more likely to overcome temporary challenges ...
04/23/2025

Markets will always go up and down, but we believe quality investments are more likely to overcome temporary challenges and ultimately help you meet your financial goals.

Read through the benefits

Stock markets were broadly lower this past week – driven once again by tariff uncertainty. We outline two different tari...
04/21/2025

Stock markets were broadly lower this past week – driven once again by tariff uncertainty. We outline two different tariff scenarios and examine the impacts on key economic and market variables.

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

Policy shifts continue to drive sizable market swings amid a barrage of headlines and trade developments. We explore wha...
04/14/2025

Policy shifts continue to drive sizable market swings amid a barrage of headlines and trade developments. We explore what the trade saga might mean for markets and what history tells us about market behavior during and after periods of extreme volatility.

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

A 529 plan can help you do more than save for college. New laws have expanded the potential qualified uses of 529 plans,...
04/12/2025

A 529 plan can help you do more than save for college. New laws have expanded the potential qualified uses of 529 plans, including paying for elementary and secondary school tuition and paying off student loans. Here's what you can do with a 529 plan.

Saving money for college

Are you on track to achieve your retirement goals? This retirement calculator gives you an idea of what you’ll need to r...
04/11/2025

Are you on track to achieve your retirement goals? This retirement calculator gives you an idea of what you’ll need to retire based on your age, current savings and desired age of retirement. Find out if you’re on your way to your dream retirement.

Let’s talk about your savings

Are you planning on retiring before 65? If so, you’ll need to account for how you’ll access health insurance before Medi...
04/09/2025

Are you planning on retiring before 65? If so, you’ll need to account for how you’ll access health insurance before Medicare kicks in. Here are 10 health insurance options to consider as a retiree.

Tips for how to plan for health care costs before age 65.

An important step for recent retirees is planning your estate. However, transferring wealth is easier said than done, as...
04/07/2025

An important step for recent retirees is planning your estate. However, transferring wealth is easier said than done, as the process comes with many financial and legal considerations.

We debunk five common misconceptions about transferring wealth as part of leaving a financial legacy.

Our latest Weekly Market Wrap covers key implications for investors amid market volatility. Ultimately, while volatility...
04/07/2025

Our latest Weekly Market Wrap covers key implications for investors amid market volatility. Ultimately, while volatility is never comfortable, we recommend investors stick with their long-term investment strategy, with an emphasis on quality and diversification.

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

What's your vision for retirement? Paying off all your college debt, retiring somewhere sunny (or maybe cold) or just ma...
04/05/2025

What's your vision for retirement? Paying off all your college debt, retiring somewhere sunny (or maybe cold) or just making sure your family is taken care of? Whatever your financial goals, check out our retirement calculator and then call me to discuss how we can work toward making your goals a reality.

Let’s talk about your savings

At Edward Jones, we serve deeply to make a meaningful difference. Read our 2025 Purpose, Inclusion and Citizenship Repor...
04/04/2025

At Edward Jones, we serve deeply to make a meaningful difference. Read our 2025 Purpose, Inclusion and Citizenship Report at edwardjones.com/servingdeeply

Stay up to date with the latest developments, trends and daily insights on the market.
04/04/2025

Stay up to date with the latest developments, trends and daily insights on the market.

Stay up to date with latest developments, trends, and daily insights on the market. Get a comprehensive look at market movements, international updates, economic indicators, and our expert's analysis.

Along with the tax deadline, for most tax filers, April 15 is also the last day to fund your 2024 individual retirement ...
04/02/2025

Along with the tax deadline, for most tax filers, April 15 is also the last day to fund your 2024 individual retirement plan (IRA). Maximize the opportunity for your investments to grow tax deferred.

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.

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