Edward Jones: Marc Morin

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Markets will always go up and down, but we believe quality investments are more likely to overcome temporary challenges ...
04/10/2025

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

At this stage, the scope, magnitude, timing and persistence of tariffs remain unknown. However, for investors, maintaini...
04/03/2025

At this stage, the scope, magnitude, timing and persistence of tariffs remain unknown. However, for investors, maintaining a focus on what’s known can be a helpful guide to navigate the headline and market volatility.

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

Years of research suggest there are four pillars to a fulfilling life and retirement: health, family, purpose and financ...
03/05/2025

Years of research suggest there are four pillars to a fulfilling life and retirement: health, family, purpose and finances.

Ready to build a more meaningful and secure future?www.edwardjones.com/us-en

Competing priorities in life can seem overwhelming, but we’re here to help you cut through the clutter. Take our quick “...
03/01/2025

Competing priorities in life can seem overwhelming, but we’re here to help you cut through the clutter. Take our quick “My Priorities” quiz to help determine which goals matter most to YOU. Then we can talk about how to help make those visions for the future materialize.

Ready to develop your financial goals? Give my branch a call today.

Our Starting Point tool helps you begin planning for the financial future YOU envision. Take the quiz today to better pr...
02/27/2025

Our Starting Point tool helps you begin planning for the financial future YOU envision. Take the quiz today to better prepare for our first meeting.

Planning for your financial future? Our Starting Point tool can help you take the first steps.

Tax season can be stressful enough without the worry of falling prey to scams, but that’s the reality taxpayers face. Le...
02/12/2025

Tax season can be stressful enough without the worry of falling prey to scams, but that’s the reality taxpayers face. Learn common tax scams and how to help protect yourself this tax season.

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

We're proud to share that our firm has achieved its goal of reaching 1 million Financial Fitness learners! Our financial...
02/10/2025

We're proud to share that our firm has achieved its goal of reaching 1 million Financial Fitness learners! Our financial literacy program helps people in every stage of life build confidence to manage their personal finances effectively.

Reach out to find out how we can help you take control of your financial fitness.

Learn more: www.edwardjones.com/financialfitness

At Edward Jones, we want our clients have the right tools to make informed decisions. We've created a resource for any f...
02/06/2025

At Edward Jones, we want our clients have the right tools to make informed decisions. We've created a resource for any federal employees affected by the deferred resignation program to help answer some questions. If you or someone you know needs to make this difficult decision, don't hesitate to reach out for support.

Learn what options federal employees have with the latest deferred resignation program entitled \\\"Fork in the Road\\\" and what you should consider if you're impacted.

Whether retiring or changing jobs, if you have a 401(k) retirement savings plan, you’ll want to know your account option...
01/13/2025

Whether retiring or changing jobs, if you have a 401(k) retirement savings plan, you’ll want to know your account options so you can decide what's best for you.

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

I want to help you build wealth your way, and that starts with focusing on YOUR goals for the future. Not mine. Let's bo...
01/06/2025

I want to help you build wealth your way, and that starts with focusing on YOUR goals for the future. Not mine. Let's book time to discuss strategies that can help you build and protect your wealth for those you love now — and future generations as well.

Here’s how

Individuals subject to the Government Pension Offset (GPO) and Windfall Elimination Provision (WEP) should see their Soc...
12/26/2024

Individuals subject to the Government Pension Offset (GPO) and Windfall Elimination Provision (WEP) should see their Social Security benefits increase in 2025 by the amount previously reduced.

U.S. Senate passed the Social Security Fairness Act, eliminating the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO).

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400 City Hall Avenue Suite C
Poquoson, VA
23662

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