Edward Jones-Financial Advisor: Shawn Feist

10/11/2022

Fall means pumpkin spice, colorful leaves and open enrollment. Before making your benefits elections, do a little homework to learn how you could save on your health insurance costs.

Do a little homework and potentially save on your health insurance costs

10/10/2022

September left a bitter taste for investors as major indexes ended at a new low for the year. However, markets kicked off the new quarter on a more upbeat note, with the S&P 500 logging its biggest two-day rise since April 2020 before giving back some of those gains later in the week. Could this rebound from the lows have legs, or will it prove to be another bear market rally? We examine what the underlying conditions suggest and provide our take on the September jobs report.

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

10/08/2022

Take a closer look at these important Social Security considerations.

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

10/06/2022

It may feel daunting to review your accounts, identify your options and name the right beneficiaries. We can work with you now to help your choices align with your overall estate strategy.

Where to begin

10/04/2022

With each investment you choose, you must weigh risk versus reward. Evaluating how the risk and return characteristics of our portfolio objectives align with your situation can help you through this step in the process. This illustration can help you visualize the risk-return tradeoff as you move across portfolio objectives. Let's meet and discuss further.

10/03/2022

Market volatility returned this week, as the S&P 500 once again slipped into bear market territory. What factors could signal a potential bottoming process in markets? While each cycle is unique, we highlight three metrics to watch in the weeks ahead: inflation, bond yields, and the U.S. dollar.

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

10/01/2022

The air is crisp, and the leaves are dropping — fall is finally here! We can’t wait to work with you to make this season a great one.

09/30/2022

If you haven’t begun thinking about estate considerations, you’re not the only one. That’s why I’m here to start the conversation. Send me a message so we can get started.

Choose the tools you’ll use

09/28/2022

Social Security definitely isn't a silver bullet for retirement, which means you'll also be responsible for much of your retirement income.

While we think Social Security will be around, we also think it’s best to focus on what you can control.

09/26/2022

The Fed was in focus this week with the stock market recoiling and interest rates moving higher as investors digested the prospects of more aggressive rate hikes ahead as part of the Fed's mission to bring down elevated inflation. While renewed market volatility has been challenging, our latest Weekly Market Wrap highlights the latest developments and reasons investors can be optimistic about what comes next.

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

09/24/2022

If you’re in your 30s, you’re still getting started with your career and family. But it’s not too soon to think about estate planning – because you’ve already got a lot to protect.

Even though you’re young, you need an estate plan. No one can predict the future – so you’ll want to take steps to protect your family.

09/22/2022

With the number of websites you're using for online shopping these days, it’s more important than ever to know how to protect your personal information. Learn more today.

Learn how to protect your identity and personal information. From Edward Jones and EVERFI