Edward Jones-Financial Advisor: Jacqueline Shohdy

07/08/2025

Read our take on the new Federal Tax Bill , and what it means for investors.

05/15/2025

U.S. large- and mid-cap stocks have posted strong performance in recent weeks, recovering much of their earlier sell-off as trade tensions have eased, the labor market has remained healthy, and companies have posted better-than-expected earnings.

We look ahead at what this might mean for investors: https://ow.ly/1JSj50VQURj

04/23/2025

If you inherited an IRA after 2019, you might have a required minimum distribution obligation.www.edwardjones.com/us-en

04/07/2025

While none of us enjoy periods of market volatility, these fluctuations are a normal part of investing, and they can be used as an opportunity to better position your financial strategy for long-term success. Let's discuss strategies that might make sense for your situation.

These strategies can be particularly beneficial for higher-net-worth individuals or those with potentially taxable estates, as they can help mitigate future estate or income taxes.

09/17/2024

Scam artists have been known to impersonate loved ones, tricking older adults into providing personal information that can convince them the call is legitimate. Never give sensitive information (like your social security number or credit card number) over the phone, especially if you can't verify the caller. Learn more about grandparent scams: https://bit.ly/3XNGD16

09/15/2024

Some scammers use social media or dating websites to start a relationship with the intended victim in order to ask the victim to send money, usually in the form of gift cards, prepaid money cards or even cash so that it can't be traced. Learn more about romance scams: https://bit.ly/4e4Fzvx

09/13/2024

Thieves want you to act without giving you time to think. If you’re feeling pressured, stop and consider the situation. If an offer sounds too good to be true, it probably is. Learn more here: https://bit.ly/3MIHaLt

09/11/2024

Inheritance or lottery scams try to get the victim to send money in order to receive the funds. However, you should never need to send money to receive legitimate winnings. Learn more here: https://bit.ly/3ToJTOb

09/09/2024

A New York state study found that for every documented case of older adult financial exploitation, another 44 went unreported. Click here to learn more about how to report suspected financial elder abuse: https://bit.ly/3B0rhxG

09/08/2024

Have you ever received a call, text or pop-up on your electronic devices alerting you to suspicious activity? Beware, it could be a tech support scam. Learn more: https://bit.ly/4eahns1

09/07/2024

Although anyone can become a victim of fraud, some scams specifically target older adults. Learn strategies to help prevent elder financial fraud from happening to you or a loved one: https://bit.ly/4d2HcIW

09/07/2024

Tech support scams are on the rise, costing investors millions of dollars each year. Learn how to spot these scams here: https://bit.ly/3XhSYt7