Edward Jones- Financial Advisor: Carissa Crowe

Edward Jones- Financial Advisor: Carissa Crowe Personalized investing and financial services with a holistic approach.

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Unhappy with your tax bill this year? Here are 3 things you can do now to help reduce your future tax burden.
04/15/2024

Unhappy with your tax bill this year? Here are 3 things you can do now to help reduce your future tax burden.

3 things you can do now to help reduce your future tax bill

Along with last week's solar eclipse came another seemingly rare event: the stock market turned lower, with hotter-than-...
04/15/2024

Along with last week's solar eclipse came another seemingly rare event: the stock market turned lower, with hotter-than-expected inflation data eclipsing the enthusiasm around upcoming Fed rate cuts.

Although we've been of the view that the recent sharp market rally will eventually need to blink, more broadly, we still think there's a good case for investors to look up.

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

Whether you’re preparing to retire or have already made the leap, let’s explore some strategies to help ensure you have ...
04/12/2024

Whether you’re preparing to retire or have already made the leap, let’s explore some strategies to help ensure you have the resources to live the life you want while planning for the unexpected.

Your retirement is at risk. Learn about some of the biggest risks to your retirement by life stage and ways to help better insulate yourself from them.www.edwardjones.com/us-en

Deciding when to tap into Social Security is a crucial decision with lasting repercussions. But it doesn’t need to be co...
04/11/2024

Deciding when to tap into Social Security is a crucial decision with lasting repercussions. But it doesn’t need to be complicated. Learn how these three factors can help you plan accordingly, avoid surprises and prepare to fill any income gaps in retirement.

Learn the options and implications for taking Social Security benefits and how to maximize them.

Cases of tax fraud are on the rise. Here's what you should be on the lookout for this tax season to help protect you and...
04/09/2024

Cases of tax fraud are on the rise. Here's what you should be on the lookout for this tax season to help protect you and your loved ones from tax fraud.

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

Happy America Saves Week! This week is all about empowering you to achieve your financial goals and secure a brighter fu...
04/08/2024

Happy America Saves Week! This week is all about empowering you to achieve your financial goals and secure a brighter future. Take the time today to supercharge your savings journey with a savings account.

Learning how to save money and the options available to you are a major key to financial success. From Edward Jones and EVERFI

Employment conditions plus inflation trends equals Fed interest rate decisions. This is the calculus that has been guidi...
04/08/2024

Employment conditions plus inflation trends equals Fed interest rate decisions. This is the calculus that has been guiding market performance for the past two years.

The first variable in that equation was in full focus last week as the latest jobs report provided a fresh look at the state of the labor market. While the better-than-expected results showed that the economy remains in good health, markets will continue to do the math on what this means for upcoming Fed actions.

In our latest Weekly Market Wrap, we offer our take on the implications for markets as we advance.

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

Ideally, you want to leave your 401(k) intact until you retire. But if you don’t have other options, know the facts abou...
04/05/2024

Ideally, you want to leave your 401(k) intact until you retire. But if you don’t have other options, know the facts about 401(k) loans and withdrawals.

If you need extra money, should you consider your 401(k)? Know the difference between withdrawing cash or taking a loan.

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

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

The last time the Fed achieved a soft landing was in 1995 when a successful pivot to rate cuts supported the start of a ...
04/01/2024

The last time the Fed achieved a soft landing was in 1995 when a successful pivot to rate cuts supported the start of a multi-year rally. Today, investors are hoping to achieve a similar outcome as most central banks are eyeing the start of rate cuts in the months ahead.

In our latest Weekly Market Wrap, we examine the similarities and differences in the macroeconomic backdrop between now and the mid-'90s and offer our views of where the opportunities lie.

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

Goals can evolve over the years, but three goals can be particularly important at any life stage. If you need help addre...
03/29/2024

Goals can evolve over the years, but three goals can be particularly important at any life stage. If you need help addressing these crucial goals – retirement, preparing for the unexpected and leaving an estate/legacy – in your financial strategy, let's discuss how I can help.

Goals can change over time. But when it comes to a lifelong financial strategy, these three goals should top everyone’s list.

What's your vision for retirement? Paying off all your college debt, retiring somewhere sunny (or maybe cold) or just ma...
03/28/2024

What's your vision for retirement? Paying off all your college debt, retiring somewhere sunny (or maybe cold) or just making sure your family is taken care of? Whatever your financial goals, check out our retirement calculator and then call me to discuss how we can work toward making your goals a reality.

Let’s talk about your savings

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Roanoke, VA
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