Edward Jones Financial Advisor: Ben Whalen, CFP

Edward Jones Financial Advisor: Ben Whalen, CFP ​Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.

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Have you thought about how to sharpen your financial knowledge and apply that to your own investment or retirement strat...
04/02/2024

Have you thought about how to sharpen your financial knowledge and apply that to your own investment or retirement strategy? April is Financial Literacy Month, a great time for taking more active control over your financial fitness.

Real-world advice to help you develop financial skills for all stages of your life www.edwardjones.com/us-en

Regardless of your age or wealth status, it’s never too early to think about estate planning. Follow these five tips to ...
03/20/2024

Regardless of your age or wealth status, it’s never too early to think about estate planning. Follow these five tips to help ensure you pass on your assets in the way you intend.

5 tips to guide you

The U.S. consumer has driven the country’s economic engine over the past 12 months. But with record credit card debt, is...
03/12/2024

The U.S. consumer has driven the country’s economic engine over the past 12 months. But with record credit card debt, is the consumer running out of gas? Senior Strategist Angelo Kourkafas breaks down our perspective.

Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...

You can’t avoid all presidential election talk – nor the dire predictions about either candidate winning. Here’s how the...
03/04/2024

You can’t avoid all presidential election talk – nor the dire predictions about either candidate winning. Here’s how the market pushed ahead no matter who sat in the Oval Office over the past 40 years.

Dire predictions about past presidents have usually proven to be wrong.

In light of a potential pivot by the Federal Reserve to lower interest rates in 2024, there may be additional solutions ...
02/27/2024

In light of a potential pivot by the Federal Reserve to lower interest rates in 2024, there may be additional solutions to help meet your income needs.

Edward Jones investment strategists share their thoughts on the stock market, financial markets and broader economic trends to follow in 2024.

A traditional IRA is a tax-deferred account designed specifically for retirement savings. An IRA helps you save money ov...
02/21/2024

A traditional IRA is a tax-deferred account designed specifically for retirement savings. An IRA helps you save money over time; however, its rules and regulations can change often.

Saving for retirement

We expect broadening markets to benefit well-diversified portfolios in 2024. Check out our latest Monthly Portfolio Brie...
02/13/2024

We expect broadening markets to benefit well-diversified portfolios in 2024. Check out our latest Monthly Portfolio Brief for our recommendations moving forward and reach out with any questions.

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

Tax identity theft can have consequences on your financial credit, let's be proactive and protect ourselves against frau...
02/02/2024

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.

Managed debt strengthens credit scores and opens doors

2023 finished on a strong upswing. Will 2024 continue where it left off?In our latest Market Compass, Principal and Inve...
01/25/2024

2023 finished on a strong upswing. Will 2024 continue where it left off?

In our latest Market Compass, Principal and Investment Strategist Craig Fehr discusses the handoff from 2023 to 2024 and the forces that might influence the year ahead.

Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...

For 2024, April 15 is the big tax filing deadline. But other deadlines, such as when certain tax forms need to be furnis...
01/17/2024

For 2024, April 15 is the big tax filing deadline. But other deadlines, such as when certain tax forms need to be furnished, are worth noting as well. Use this tax calendar to help you be aware of some of the approaching deadlines.

View important deadline dates for traders, furnishing tax forms and filing tax returns.

Feeling overwhelmed when it comes to deciding which type of retirement account is right for you? Sometimes you don't nee...
01/09/2024

Feeling overwhelmed when it comes to deciding which type of retirement account is right for you? Sometimes you don't need to choose – we often see value in exploring an IRA even if you're already paying into a 401(k). Read these things to consider and let's talk about your options.

Benefits to having both

With tax season quickly approaching, it's a good time to consider the tax implications of your charitable giving goals. ...
01/03/2024

With tax season quickly approaching, it's a good time to consider the tax implications of your charitable giving goals. Read these potential tax implications to consider and call me to discuss a financial strategy designed to fit your unique needs.

By planning ahead, you can support the causes you care about, and potentially realize tax benefits.

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525 Bush Street
Red Wing, MN
55066

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Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 4pm

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+16513888895

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