Edward Jones-Associate: Tim Hixson

02/27/2025

Whether retiring or changing jobs, if you have a 401(k) retirement savings plan, you’ll want to know your account options so you can decide what's best for you.

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

02/24/2025

Approximately two out of three tax filers receive a refund each year. If you’re among them, how can you make the most of it? Here are four tips to help get you started.

If you receive a tax refund this year, you can make it work for you – building more financial stability and helping you create a more secure future.www.edwardjones.com/us-en

02/19/2025

Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents can help you determine how to address your unique needs. Here's what you should know.

A comprehensive estate plan involves multiple documents, but two key ones include a will and a living trust. It’s important to understand how these documents differ.www.edwardjones.com/us-en

02/14/2025

Markets climbed higher in January, but volatility and uncertainty also increased. Portfolio diversification and rebalancing can help you ignore the headlines and stay focused on your goals.

Learn more about portfolio performance, and check out our recommendations for disciplined investors.

02/12/2025

The saying "more is better" is not necessarily true when it comes to retirement accounts. Having multiple accounts with various brokers can make it difficult to keep track of your investments.

Saving for retirement

02/07/2025

What’s driving bond yields higher, and how much further can they go? Senior Investment Strategist Angelo Kourkafas looks at Treasury yields and their implications for portfolios.

Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...

02/05/2025

Whether retirement is down the road or just around the corner, having a solid savings strategy helps you best prepare to achieve your goals.

View our exclusive videos to get some of your questions answered about investing, saving, planning and enjoying – for today and tomorrow.

11/15/2024

Many people question whether their money will last through the entirety of their retirement years. One of the ways you can feel more confident is to prepare for the future with the help of a financial advisor. Another way is focusing on what you can control now — your spending habits.

Will my money last?

11/12/2024

Many people delay making an estate plan until later in life. But unexpected events can happen at any stage. That's why we believe in enacting an estate strategy to help protect your family and leave the legacy YOU choose, sooner rather than later.

Choose the tools you’ll use

11/08/2024

Our financial needs evolve over time and are influenced by different life events. No matter your age, however, my goal remains the same: to help you strive for the financial goals you set and work toward the future you envision.

Strategies for every stage

11/05/2024

On Election Day, we encourage everyone to vote.