Edward Jones - Financial Advisor :Jennifer Lewis-Gravelle

08/11/2023

Here's a quick checklist when you're making your savings plans, and please let me know how I can help.

How to get started

08/10/2023

Looking to be more strategic with your savings accounts? Take a look at your options, and then let’s talk about what’s best for you.

Check out your account options

08/09/2023

Don't just go off instinct when thinking about saving for college. Take our short lesson to discover options like 529 plans and make a more informed decision.

Learn about the process, benefits, risks, and tax implications of using a 529 plan to save for college. From Edward Jones and EVERFI

08/08/2023

Looking for more ways to help save for your child’s education? A 529 plan offers tax-free growth and tax-free withdrawals on money spent for education.

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08/07/2023

August started with a bang as the market's summer calm was disrupted by news that Fitch downgraded the U.S. debt rating from AAA to AA+. U.S. political brinkmanship and debt concerns are not new, but the Fitch downgrade shines the spotlight on the worsening fiscal outlook. In this week's market update, we examine whether this development alters the outlook for markets and provide our take on the jump in government bond yields and the latest jobs report.

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

08/07/2023

Planning to help pay for a minor's summer camp fees, extracurricular equipment, school tuition or certain other costs? Opening a custodial account can be a solid option for those who want to gift a minor with cash or investments for their benefit.

If you want to give a minor a gift of investments or cash, opening a custodial account may be one solution. A custodial account is managed by a custodian on behalf of a minor who is the account owner. These accounts hold assets the custodian use for various reasons as long as the minor benefits from...

08/04/2023

More and more retirees are coming out of retirement due to several factors. We’ve outlined some tips for how to re-engage while still enjoying the freedom of retirement.

More and more retirees are coming out of retirement due to an increased cost of living. Here are some tips for how to generate extra income in retirement.

08/03/2023

Moving to a new home can be an exciting time, but it can also come with financial challenges. Consider these five steps to help build a strong financial foundation when tackling a move to a new home.

Let’s get started

08/02/2023

Taxes are often an important concern for high earners. Looking for some tips to help become a more tax-efficient investor? Check out this list of suggestions and then schedule time for us to discuss.

Practical and proven strategies you can take to become a more tax-efficient investor.

08/01/2023

One strategy for ramping up your retirement savings is to increase your 401(k) contributions any time your salary goes up. This can help you stay on track as you work toward your retirement goals.

Understand the key benefits of funding your 401k and why you should consider increasing those contributions as your salary increases.

07/31/2023

While the move higher in markets was sparked earlier by the enthusiasm around artificial intelligence, the markets more recently seem to be looking at a trifecta of better macro trends. The Fed and other global central banks may be nearing an end to rate hikes, inflation continues to gradually moderate and growth remains resilient.

After a nice move higher in markets, some bouts of volatility remain likely. However, we believe there are compelling opportunities still ahead of us, in both the equity and bond markets. Read more in our latest Weekly Market Wrap.

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

07/28/2023

How do you juggle saving for retirement with paying for life’s big expenses? We’ve put together some tips to help you work toward achieving both your short- and long-term financial goals.

We’ve put together five tips to help you cover your current and future expenses while still working toward your retirement goals.