Edward Jones - Financial Advisor: Samuel Rodrigue

11/03/2022

If you’re going to sell some investments, you should become familiar with tax-loss and tax-gains harvesting – because they can affect your capital gains and your taxes.

Tax-loss and tax-gains harvesting strategies may reduce capital gains taxes while maintaining appropriate market exposure.

11/02/2022

The need for long-term care is not inevitable. Nonetheless, it pays to be prepared – and that means taking a “holistic” view of care and caregiving.

When thinking about long-term care, you’ll want to take a holistic approach in which you consider types of care, expenses and family involvement.

10/26/2022

Here's our fourth quarter market outlook, which includes a look back at the third quarter, as well as information about equities, fixed income, international activity and the midterm elections. Let's discuss what impact these might have on your portfolio.

Read our views on key market and economic developments to help you make decisions affecting your financial strategy.www.edwardjones.com/us-en

10/20/2022

This graph shows the year-over-year change in stock prices which leads changes in economic activity by about six months.

Key Things to Keep In Mind:
• The Fed's aggressive rate hikes have yet to be fully felt through the economy and a slowdown in employment growth looks inevitable.
• However, stocks are forward-looking and move ahead of the economy by about six months, which is why we think the 25% decline in equities since January likely already reflects a mild recessionary outcome.
• If the downturn doesn’t prove to be deep, equity markets could stabilize even as economic data underwhelms. We think investors can use the pullback as an opportunity to rebalance portfolios and add quality investments at more favorable prices.

Let me know how I can help! Give me a call to discuss the markets, and how they're impacting your portfolio.

10/19/2022

The latest CPI report stresses how high inflation has broadened across the economy, pushing the Fed toward another outsized interest-rate hike. Take a look at our latest Market Pulse, and let me know if you have any questions.

Federal Reserve will press ahead for now.

10/18/2022

This boost in benefits may help retirees better meet their day-to-day needs given rising inflation.

Social Security announces larges cost-of-living adjustment to Social Security benefits in over 40 years

10/13/2022

Our managing partner, Penny Pennington, demonstrates the strength of her leadership not only to the 50,000 Edward Jones associates and 8 million clients but also, on an even larger scale, to the finance industry and the American business sector overall. Congratulations Penny for being named in 2022 to both the Fortune® Most Powerful Women in Business and the American Banker 25 Most Powerful Women in Finance lists. https://bit.ly/3MczpMN

10/12/2022

Find out more about my designation.

10/11/2022

Serena Williams has challenged her final opponent: retirement. And like Serena, it’s time we evolve away from the traditional, leisure-filled understanding of retirement, and instead look at it as a story waiting to be written. Here are 5 basic elements that can help you envision this next chapter.

How her view of retirement aligns with a changing sentiment about retirement

09/29/2022

Your child has finally flown the nest ... what’s next? Here are 6 things you can do to prepare for life after high school.

6 things to consider

09/28/2022

The steeper rate path than the one officials projected in June highlights the Fed’s resolve to cool inflation and likely means further tightening in financial conditions, slower economic growth, and higher unemployment. Have further questions after checking out our commentary? Give me a call.

Stocks oscillated between gains and losses, and the 2-year Treasury yields briefly jumped above 4% in response to the Fed's hawkish projections, calling for more hikes ahead.

09/27/2022

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.

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