Edward Jones-Financial Advisor: Jeffrey M. Toone

09/01/2025

On this Labor Day, let's celebrate the passionate souls who pour their hearts and souls into every field. You're the true champions, and today, we honor you.

07/24/2025

Our investment strategists break down the latest on U.S. government policy, equities, bonds and international markets. They also discuss what rising U.S. debt could mean for the economy and your portfolio.

Our investment strategists provide Edward Jones’ perspective on the economy and the markets, and what it may mean for your portfolio.

07/14/2025

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.

04/09/2025

U.S. stocks have pulled back amid high policy uncertainty, while last year’s underperformers are becoming this year’s market leaders. Your portfolio should stay focused on your goals while broadening your lens.

Learn more about portfolio performance, and check out our recommendations for disciplined investors.

02/26/2025

Approximately two out of three tax filers receive a refund each year. If you’re among them, how can you make the most of it? Here are four tips to help get you started.

If you receive a tax refund this year, you can make it work for you – building more financial stability and helping you create a more secure future.www.edwardjones.com/us-en

02/06/2025

Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents can help you determine how to address your unique needs. Here's what you should know.

A comprehensive estate plan involves multiple documents, but two key ones include a will and a living trust. It’s important to understand how these documents differ.www.edwardjones.com/us-en

01/15/2025

One of the keys to changing interest rates is to know how to manage the risks and incorporate any timely opportunities.

Learn more about portfolio performance, and check out our recommendations for disciplined investors.

01/09/2025

Now is the time to make your IRA contributions. Contributions can be made at any time up to the tax-filing deadline, not including extensions. The deadline for 2024 contributions is April 15, 2025.

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.

01/02/2025

Get our 10 key views for the new year, along with planning strategies and steps to help position your portfolio in 2025.

The economy should keep humming in 2025, in our view, but new policy initiatives and potential interest rate cuts add some uncertainty.

12/19/2024

Post-election, markets are adjusting to potential U.S. policy shifts. Where are the opportunities through year-end?

Learn more about portfolio performance, and check out our recommendations for disciplined investors.

11/27/2024

May your Thanksgiving bring you happiness to share and many reasons to be grateful.

09/05/2024

Wondering which party in power will sway the markets? The answer may surprise you. Here’s why it’s so important to stick to your long-term investment strategies…even during short-term political events.

Remaining steadfast amid political and policy changes has benefited investors.