Edward Jones-Financial Advisor: Heather A. Shaw

08/21/2023

The My Priorities quiz can help you identify your priorities and, together, we can learn how they relate to your financial strategy.

Ready to develop your financial goals? Give my branch a call today.

06/18/2023

Planning for your financial future? Our Starting Point tool can help you take the first steps.

03/08/2023

Take a look, and let me know if you have any questions!

Our latest rates for certificates of deposit (CDs), bonds and other investments and loans.

02/22/2023

Check out our senior investment strategist Mona Mahajan on CNBC discussing the latest inflation report. While a bit better than feared, inflation remains elevated and moving lower at a slower than expected pace.

Mona Mahajan of Edward Jones joins Bleakley Advisory Group's Peter Boockvar and the 'CNBC Special: Taking Stock' to discuss investors' post-CPI playbook.

02/14/2023

90% of those 65 and older receive Social Security benefits today. However, the gap between what we receive and the income many of us will need may be wide. Here’s an old rule of thumb that can help determine what amount you need to retire comfortably.

For the answer, you might need to ask a different question

02/10/2023

Financial strategy for two, coming right up! Send me a message and let’s talk through you and your partner’s joint financial goals.

01/25/2023

It's important to examine your Social Security needs through a LENS perspective - life expectancy, employment, needs and spouse.

Some things to think about – from your life and family, to how taxes may impact your decision.

01/24/2023

• Evidence continues to build around moderating inflation. The Consumer Price Index (CPI) trajectory over the past three months, together with the signal from leading indicators of inflation (like the Institute for Supply Management (ISM) prices paid for inputs by manufacturing and services firms), indicates that core inflation could fall to 3% by year-end.
• The path of disinflation is unlikely to be a straight line and will require the labor-market tightness to ease. But even with the ongoing strength in job creation and historic low unemployment, wage pressures have started to moderate.

This graph (Bloomberg, Edward Jones calculations) shows the decline in prices paid by manufacturing and services firms as reported by the ISM Purchasing Managers Index (PMI) suggesting that inflation could drop towards 3% by the end of the year.

Please let me know if you have any questions!

01/16/2023

When you partner with us, you’re never alone. Send me a message and we can talk about how we can work together to help reach your financial goals.

01/12/2023

Check out four ways to ensure your retirement savings don’t get away from you.

01/10/2023

Is retirement in your sights? Here’s what you should know about how to position your portfolio as you near retirement.

Although investing involves some risk, not investing can be risky too. Learn how to position your portfolio when nearing retirement.

01/03/2023

Senior investment strategist Mona Mahajan joined CNBC’s Squawk Box to break down her outlook for the U.S. economy and markets in 2023.

Mona Mahajan, senior investment strategist at Edward Jones, joins CNBC's 'Squawk Box'' to break down her outlook for the U.S. economy and markets in 2023.