Edward Jones - Financial Advisor: Richard Ebaugh

02/02/2025

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.

08/18/2023

Working in retirement can have a significant effect on financial security, but the non-financial benefits can be just as profound and have a positive impact on overall well-being.

In our latest study with Age Wave, respondents who worked during retirement reported experiencing several benefits like staying mentally and physically active and establishing social connections as well as feeling a greater sense of accomplishment and purpose. This is just one example of how the definition of success in retirement is changing.

How are you thinking about your purpose in retirement, and what are your plans for work and relaxation?

https://ow.ly/kp3150PAnVb

05/12/2023

5 tips to guide you

03/15/2023

01/06/2023

Great article about what to expect in the year ahead of us. Please contact me to discuss any specifics.

Edward Jones experts share their financial markets and economic forecasts on what's to come in 2023.

01/02/2023

Happy New Year from your favorite Edward Jones office!

11/24/2022

11/01/2022

Happy Halloween!

10/29/2022

Are we getting closer to a peak?

While monetary policy tightening phases can be painful for stock and bond market returns, we may be closer to the end of the Fed's rate-hiking campaign than the beginning. Market expectations currently call for the Fed's final rate hike to occur at their February 2023 FOMC meeting. Historically, when the Fed's policy rate peaks, market performance is quite strong in the 12 months that follow: Since 1980, S&P 500 returns during this period have averaged about +15%.

While every cycle is unique, given the negative returns and sentiment this year, markets may certainly welcome a potential pause in Fed tightening.

10/22/2022

New 2023 Tax Bracket Information

The IRS recently released the new inflation adjusted 2023 tax brackets and rates. Explore updated credits, deductions, and exemptions, including the standard deduction & personal exemption, Alternative Minimum Tax (AMT), Earned Income Tax Credit (EITC), Child Tax Credit (CTC), capital gains brackets...