Edward Jones- Financial Advisor Raymond Lopez

11/06/2023

Nearly half of young Americans define financial wellness as living without financial burdens, according to our recent survey with MarketCast and NEXT360 Partners. To help lighten their load, we compiled some financial foundations they can build on.

edwardjones.com/financialfuture

11/02/2023

Our Managing Partner Penny Pennington discusses how we can help you achieve financially what's most important to you and your family.

https://www.thestreet.com/video/how-market-volatility-may-impact-your-long-term-financial-goals

10/31/2023

It's the time of year when many people start thinking about giving back to their communities. Hoping to develop a strategy to meet your charitable giving goals? I'm happy to discuss how you can structure things to benefit both you and the charities of your choice.

Being strategic in choosing which assets to give and how to structure your giving goals can be beneficial for both you and the charity

10/27/2023

Learning as much as you can about Medicare now can help you significantly once you turn 65, since you'll likely depend upon it to some extent. Understanding how the Medicare premium surcharge could affect you could be key. I'm here to help map out an effective strategy going forward.

High-income retirees may face Medicare surcharge

10/23/2023

As we enter year 2 of the stock market recovery, our latest Market Compass video highlights three key considerations and some year-end planning opportunities.

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.

10/19/2023

Although a smaller bump this year, this boost in benefits can help retirees better meet their day-to-day needs given rising inflation.

Social Security announces cost-of-living benefits for 2024.

10/17/2023

Did you know you can have a 401k and an IRA at the same time,? Visit our financial education center to learn more about the advantages of IRAs and if one is right for you.

Learn about the features, benefits, and different types of IRAs as tools for retirement savings. From Edward Jones and EVERFI

10/13/2023

With interest rates on the rise, the value of cash has been hitting the headlines, but is there such a thing as having too much cash? We break down the pros and cons of investing in cash and how it can contribute to your overall investment strategy.

With interest rates on the rise, the value of cash has been hitting the headlines — and with good reason.

10/06/2023

While it may seem like a good problem to have, having too much of your savings sitting in cash can be an issue, especially when you’re investing for long-term goals such as retirement.

With interest rates on the rise, the value of cash has been hitting the headlines — and with good reason.

10/05/2023

As we head into the 4th quarter of 2023, what are some of the most pressing questions from investors?

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.

10/03/2023

Investment Strategist Angelo Kourkafas offers three key insights into government shutdowns and their likely impact on the economy and the markets.

Market Pulse for 9/27/2023

09/29/2023

October is National Retirement Security Month. Established to raise awareness about the importance of saving for retirement, the campaign serves as a good reminder to check in on whether you’re on track to meet your retirement goals.

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