Edward Jones - Mark Frye

Edward Jones - Mark Frye Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.

I'm a Certified Financial Planner with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 14,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individu

alized strategies to help you reach them. My brand team (Donna, Debbie, Anita and Yvette) and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com/Mark-Frye for more information.
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Did you know you can have a 401k and an IRA at the same time? Check out our lesson to learn more about the advantages of...
09/24/2024

Did you know you can have a 401k and an IRA at the same time? Check out our lesson to learn more about the advantages of IRAs and if one is right for you.

Learn about the features, benefits, and different types of IRAs as tools for retirement savings. From Edward Jones and EVERFI

Maxing out your retirement accounts seems like a no-brainer. The more you save, the more you'll have in retirement. But ...
09/21/2024

Maxing out your retirement accounts seems like a no-brainer. The more you save, the more you'll have in retirement. But before you do, consider whether it aligns with your other priorities.

Maxing out your retirement accounts seems like a no-brainer. The more you save, you the more you'll have in retirement. But before you do, consider your other priorities.www.edwardjones.com/us-en

Many people think that estate planning is only for the wealthy or those in retirement. The truth is, regardless of your ...
09/18/2024

Many people think that estate planning is only for the wealthy or those in retirement. The truth is, regardless of your net worth, family situation or age, an estate plan can help provide you with control over your personal and financial life.

Regardless of your net worth, family situation or age, an estate plan can help provide you with control over your personal and financial life.www.edwardjones.com/us-en

Happy National 401(k)Day! Elevate your retirement planning with our lessons covering information you need to feel confid...
09/16/2024

Happy National 401(k)Day! Elevate your retirement planning with our lessons covering information you need to feel confident in managing your 401(k).

Learn how to use a 401(k) plan to help you save for future income while getting tax benefits. From Edward Jones and EVERFI

After an intensely volatile start to August, nearly all asset classes ended the month with positive returns, with most p...
09/12/2024

After an intensely volatile start to August, nearly all asset classes ended the month with positive returns, with most producing double digit returns over the last 12 months.

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

There's no guarantee the backdoor Roth IRA strategy will be available for every high earner. Consider these three questi...
08/30/2024

There's no guarantee the backdoor Roth IRA strategy will be available for every high earner. Consider these three questions to help decide whether it could be a workable option for you, then call me to discuss further investment-related considerations.

A backdoor Roth IRA enables you to realize the tax benefits of a Roth IRA, even if your income exceeds the IRS earnings ceiling for Roth contributions.

Is it time to kick your retirement planning into high gear? Review this checklist to make sure you understand how things...
08/26/2024

Is it time to kick your retirement planning into high gear? Review this checklist to make sure you understand how things like Social Security, health care expenses and transitions from saving to spending could affect your income strategy after you retire.

Read through this checklist

Uncertain whether the mega backdoor Roth IRA strategy is available to you? Learn how this potential tool may help certai...
08/22/2024

Uncertain whether the mega backdoor Roth IRA strategy is available to you? Learn how this potential tool may help certain people increase the tax-free assets they can save toward retirement. Then let's schedule time to discuss.

We outline how to potentially increase your tax-free retirement contributions with the mega backdoor Roth strategy.

Just because you're a one-person business doesn't mean you can't plan for retirement like a large company. Learn more ab...
08/20/2024

Just because you're a one-person business doesn't mean you can't plan for retirement like a large company. Learn more about our Edward Jones Owner K®️ — an owner-only 401(k) plan for business owners with no employees except their spouses — and whether it could suit your needs.

Read through your options

Not only do women usually live longer than men, but they could also spend twice as much money on long-term care. Women w...
08/17/2024

Not only do women usually live longer than men, but they could also spend twice as much money on long-term care. Women who become widowed or divorced may lack a spousal caregiver at home. Let's discuss options to help you prepare in case this need arises so you can feel truly empowered.

Why it’s important

As you tackle your spring cleaning checklist, don't forget to take a fresh look at your investment accounts. Now is a go...
08/15/2024

As you tackle your spring cleaning checklist, don't forget to take a fresh look at your investment accounts. Now is a good time to make sure the beneficiaries named on your accounts are correct.

Where to begin

Check out our weekly market update for news on last week's market and guidance for the week ahead.
08/12/2024

Check out our weekly market update for news on last week's market and guidance for the week ahead.

How did the markets perform this week? Get the highlights and the latest economic news.

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