Edward Jones - Financial Advisor Joe Serzan

01/02/2024

12/01/2022

Market volatility is unpleasant. Also fact: The more you know about it, the less unpleasant it can be. Check out these 10 volatility facts to help keep volatility in perspective and your goals within reach.

Volatility is part of the investment experience, but the longer an investor holds stocks, the greater the potential for an overall positive return.

09/15/2022

Inflation figures for the month of August were hotter than expected, coming in at 8.3% year-over-year, versus expectations of 8.1%. While inflationary figures will likely moderate in the months ahead, we would expect a more sustainable recovery in markets only when inflation has established a clear and consistent trend lower – perhaps three or more reports in the right direction. Let me know if I can help answer your questions, and what this could mean for your financial strategy.

09/02/2022

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

06/02/2022

Learn to be intentional about planning for both long- and short-term goals—register today for our Balancing long-term and short-term financial goals webinar.

Watch Edward Jones webinars to get the latest information on investing, saving, planning and more.www.edwardjones.com/us-en

04/18/2022

Need help understanding the differences between a 401(k) and a Traditional IRA? Let’s go over your retirement options together so you’ll be prepared when it’s time to choose one.

03/03/2022

When the market swings, learn how to keep your emotions in check. Register today for our Investing and Emotions webinar.

Watch Edward Jones webinars to get the latest information on investing, saving, planning and more.www.edwardjones.com/us-en

02/03/2022

Those who are early in their career may put off thinking about retirement. But learning what sets Roth and traditional IRAs apart now can help ensure you make the right choice between the two as you save for later.

You can get key benefits from either a Roth or traditional IRA – but there are important differences between the two.