Edward Jones-Financial Advisor: John L. Burgess IV

08/05/2024

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.

08/01/2024

Many people think of retirement as a destination rather than what it really is: the start of a new journey. And with the greater longevity many of us are now enjoying, that new journey can be a deeply satisfying one when armed with a holistic strategy. Let's chat about how I can help you navigate.

Thanks to greater longevity, retirement today isn’t a destination but a new journey. Our study in partnership Age Wave details what’s ahead to help you thrive at every step.

07/30/2024

Did you know 84% of high school students are concerned about their financial future?

At Edward Jones, we see an opportunity to take that concern and turn it into confidence. Since 2020, we have partnered with EVERFI on our Financial Fitness curriculum, a digital education initiative designed to empower high school students, clients, investors and families to gain a deeper understanding of the fundamentals of investing, the global marketplace and foundational financial concepts.

We’ve set a goal of impacting one million adults and youth by the end of 2025, and have already reached more than 407,000 learners. Even more powerful, though, is the impact we've seen in the communities we're serving with this program. Through this work, Edward Jones is advancing our purpose to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. https://bit.ly/3A52XGN

07/27/2024

Your child has finally flown the nest ... what’s next? Here are 6 things you can do to prepare for life after high school.

6 things to consider

07/25/2024

Edward Jones was recently named among the 2024 Fortune 100 Best Companies to Work For®️ by Great Place To Work®️ and Fortune®️ magazine. Hear more from our Managing Partner Penny Pennington about what sets our firm apart.

2024 Fortune 100 Best Companies to Work For, published April 2024, research by Great Places to Work, data as of August 2023. Compensation provided for using, not obtaining, the rating.

Edward Jones retains its top talent through purpose-driven work, professional development opportunities, and a spirit of caring.

07/22/2024

Changing jobs can seem like a mix of scary and exciting. Don't worry, though: We've got you covered. Check out this list of steps to help you prepare before making a major career move.

Recently change jobs? Use this checklist to help think through some financial considerations.

07/19/2024

Working toward retirement savings, preparing for the unexpected and estate planning can support a more complete financial strategy and help protect your financial future.

07/17/2024

Wondering how markets have typically performed around presidential elections? Here are four lessons we can draw from history.

By looking at the past, we can learn four valuable lessons about how elections impact the markets. Explore market insights from Edward Jones.

07/15/2024

Building home equity and saving on interest may make paying down your mortgage seem attractive. But while it may be tempting to put extra cash toward paying down debt, it may not always make the most financial sense.

If you've refinanced or have extra money – you might think it's a good idea to pay-down your mortgage. But, your decision should depend largely on your debt-to-income ratio and your financial goals.

07/12/2024

Tax identity theft can have consequences on your financial credit, let's be proactive and protect ourselves against fraudsters. Check out these ways to help strengthen your financial credit & build the know-how to shield yourself from scams.

This is a 429 error. Try accessing this page directly or wait a few minutes and try again. Everyone has their limits, and we're getting too many requests right now.

07/10/2024

Boosting your savings takes a plan and if you're struggling with debt it can feel like an impossible challenge. Fortunately, America Saves Week is here and so is our short lesson to help you plan to pay off your debt. Check our lesson out today to take the next step.

Climbing out of debt takes having a plan. Learn how to use your budget to pay off your debt. From Edward Jones and EVERFI