Edward Jones - Financial Advisor: Melissa Lenz

11/03/2025

From tariffs to tax laws, 2025 has seen its share of financial changes. What can you do to help get your portfolio ready for 2026?

2025 year-end checklist for your financial strategywww.edwardjones.com/us-en

10/23/2025

Our investment strategists break down the latest on the health of the U.S. economy, equities, bonds and international markets. They also discuss artificial intelligence (AI) and its impact on the markets and economy.

Our investment strategists provide Edward Jones’ perspective on the economy and the markets, and what it may mean for your portfolio.

01/01/2025

Get our 10 key views for the new year, along with planning strategies and steps to help position your portfolio in 2025.

The economy should keep humming in 2025, in our view, but new policy initiatives and potential interest rate cuts add some uncertainty.

12/23/2024

This is the season when many of us pay it forward by giving even more generously to the causes we support. I can help you think through how to accomplish your specific charitable giving goals while also considering potential tax implications and tradeoffs.

Being strategic in choosing which assets to give and how to structure your giving goals can be beneficial for both you and the charity

12/19/2024

Our latest Market Pulse covers the recent Corporate Transparency Act update and recommendations for business owners.

Learn what the nation-wide temporary injunction on the beneficial ownership reporting requirement means for business owners.

12/06/2024

The idea of winning millions in a lottery or sweepstakes can be exciting. But, if it sounds too good to be true, it probably is. Legitimate lotteries and sweepstakes never ask for money upfront in exchange for a prize.

12/04/2024

Long-distance relationships are becoming more commonplace in today's technologically advanced world. However, be wary of sending money, especially if you've never met in person. A scammer can prey on your emotional state and take advantage of your trust, generosity and goodwill.

12/02/2024

This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you should never pay money in order to get money. If you believe an offer is legitimate, discuss it with a family member or trusted friend to gain an outside perspective.

11/30/2024

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

11/30/2024

Considering tapping into your 401(k) earlier than you initially planned, whether as a loan or a withdrawal? Learn some potential alternatives as well as considerations, including the possibility of utilizing an IRA rollover strategy if you leave an employer before a loan is fully repaid.

If you need extra money, should you consider your 401(k)? Know the difference between withdrawing cash or taking a loan.

11/30/2024

Tech support scams are on the rise, costing investors millions of dollars each year. Learn how to spot these scams here: https://bit.ly/3Ouw0Lk

11/29/2024

One lesson 2024 taught is that focusing on what we can control is a much more effective strategy than becoming overwhelmed with worry over what we can't. Do you have a higher net worth or income level? This year-end checklist can help you plan how to keep your financial strategy on track.

If you have a higher net worth or higher income, this checklist highlights actions you can take before 2024 ends to help keep your financial strategy on track.www.edwardjones.com/us-en