Edward Jones - Financial Advisor Steve Heeley, AAMS

03/22/2023

Want to reduce your future tax bill? Here are 3 actions you can take now that can help reduce your tax liability in retirement:

3 things you can do now to help reduce your future tax bill

03/21/2023

Going paperless can make tax time much more convenient, not to mention help reduce waste. Sign up for Online Access to easily view, download and share your documents with your tax professional in a few simple steps.

Reduce paper mail and easily access your important account documents with electronic documents in Online Access.

03/20/2023

Pressures on the banking sector were front and center last week, with headlines taking markets on a roller coaster ride. Though anxieties could persist for a while, we don’t think they'll morph into a structural crisis. Nevertheless, the pressure on the sector serves as a reminder that restrictive policy tends to uncover vulnerabilities that are lurking in the financial system.

At the anniversary of the Fed's most aggressive rate-hiking campaign in four decades, the recent bank troubles could potentially mark a turning point in monetary policy. In our weekly market update, we offer some perspective on what last week's developments mean for interest rates, the economy and the markets.

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

03/17/2023

May you have the luck of the Irish! Wishing you a Happy St. Patrick's Day.

03/16/2023

Here are three things to know about recent bank failures and the implications for the market outlook.

3 things to know

03/15/2023

Below is just one challenge women face in securing their financial future. Because women tend to earn less than men over their working years, their ability to prepare for retirement is hit on two fronts: it's harder to save, and those lower earnings translate to lower Social Security benefits. Let's discuss how to take this into account when saving for retirement.

03/14/2023

At Edward Jones, we want your tax preparation to go as smoothly as possible. This article answers some frequently asked questions about your Edward Jones tax forms:

Answers to some of the most common questions about tax forms.

03/13/2023

Markets respond to SVB failure: What’s happening, and what are the implications?

Market news insights and drivers

03/13/2023

Renewed stock market swings continued last week in response to the latest developments in the outlook for Fed policy and employment conditions. A two-day congressional testimony from Fed Chair Jerome Powell dampened the market's mood as he emphasized the Fed's commitment to fighting inflation, signaling additional rate hikes ahead. The February jobs report grabbed the spotlight by week's end as markets looked to the latest employment trends for clues on the health of the economy.

There's plenty of information to digest, but it's important for investors to keep an eye on the broader view. While this current bear market has lasted longer than average, stocks are holding on to solid gains so far in 2023. We think the maturity of this bear market should also be viewed as progress toward what we expect will be a more sustainable recovery as we progress through the year. In our latest Weekly Market Wrap, we take a look at the current investment conditions, how they compare to history and what all of this tells us about the potential road ahead.

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

03/10/2023

Women have unique considerations as investors. We dive into a few of them, but please give me a call so we can discuss a strategy tailored to fit your needs.

Approaches tailored to you

03/09/2023

Here are some financial tips women can keep in mind, this month and beyond.

Women still face unique economic and social challenges today, so here are some key things to consider that can lead to a more secure financial future.

03/08/2023

Remove some of the stress from tax season by avoiding these five common tax-filing mistakes:

Before you file your taxes this year, be sure to avoid these five common tax-filing mistakes.