Edward Jones-Financial Advisor: Jacob Morgen

01/23/2024

For 2024, April 15 is the big tax filing deadline. But other deadlines, such as when certain tax forms need to be furnished, are worth noting as well. Use this tax calendar to help you be aware of some of the approaching deadlines.

12/19/2023

Wishing you a very merry Christmas from our family to yours.

11/15/2023

Contributing to a traditional IRA can be a useful retirement savings tool, but if you’re closer to retirement, or you’re able to handle a higher bill come tax season, you may want to consider a Roth IRA conversion.

What you should consider when thinking about converting a traditional IRA to a Roth IRA.

08/02/2023

While the expectation in early 2023 was to anticipate a mild, brief recession, it has yet to happen.

Our Monthly Market Compass helps keep you in the know about changes in the market, but also looks ahead to what may be down the road.

07/14/2023

If you overfund your child’s 529 plan, is it left “stranded”? Fortunately, there are a variety of ways to take advantage of a 529 plan even if your child doesn’t need it for college.

Learn what to do with a 529 plan when your child doesn’t need it for college.

07/03/2023

Happy birthday to the “land of the free, and home of the brave.” Wishing you a safe and fun-filled 4th of July!

05/29/2023

Join us in honoring the brave men and women who gave their lives so we could be free.

05/25/2023

Are you tempted to hang on to cash during volatile markets? Let your “why” be your guide.

Are you tempted to hang on to cash during volatile markets? Your goals — and your strategy for reaching them — should drive your cash decisions instead.

04/17/2023

Here are seven top benefits to working closely with a financial advisor.

How our team can help

04/13/2023

March brought turmoil to the banking sector, both here at home and globally. While the situation may remind you of 2008, this time really is different. Check out our latest Monthly Market Compass.

Our Monthly Market Compass helps keep you in the know about changes in the market, but also looks ahead to what may be down the road.

03/31/2023

According to our recent survey, only 38% of respondents consider their emergency savings fund to be fully funded. What's worse? Nearly two in five (37%) respondents expect theirs to last no more than a month. You've seen the headlines – these are turbulent times we're facing. Let's discuss how I can help you be more prepared to face them.

Research shows nearly 2 in 5 Americans’ emergency funds will not last longer than a month

03/21/2023

Want to learn more about traditional IRAs? Check this out!

Saving for retirement