Edward Jones - Financial Advisor: Jerry R Bailey

11/18/2022

Trying to organize all your important financial documents before the end of the calendar year? With Online Access, you'll get electronic versions of your statements, trade confirmations, shareholder materials, tax documents and other forms.

Connect and view accounts you have elsewhere in Online Access.

11/14/2022

The cooler-than-expected October inflation offers some relief to households, investors, and the Fed, potentially indicating that last month could be the start of a disinflationary trend. We provide our take on the recent data, along with implications for Fed policy and investment strategy.

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

11/14/2022

When it comes to the role of family in charitable giving, less than a quarter of givers’ families are directly involved. But among those who work with a financial advisor on charitable giving, the majority hope to bring their families in on such conversations — even if just to ensure their families are aware of their intentions.

11/12/2022

Among the many tools available to those seeking to maximize the impact of their charitable giving is a donor-advised fund (DAF). A financial advisor can help navigate DAFs and other available options to help maximize the impact of charitable giving.

11/12/2022

At Edward Jones, our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. Prospective employees are drawn to how we do well by doing good – in fact the first thing they often ask for when considering job offers is the firm's annual impact report. Our Managing Partner Penny Pennington had this to say about how we connect our vision for the future to our purpose.

"I believe that business for good is good for business. So financial security is our lane. And if we’re long-term in our view, that means equity and access to financial education and advice is absolutely central to our longevity. Social mobility has to matter to us." – Penny Pennington

11/11/2022

On this day, and all other days of the year, we humbly thank our brave veterans for their service and sacrifice.

With heartfelt appreciation on Veterans Day.

11/11/2022

From building lasting friendships to providing structure, mentors can help financial advisors unlock success. Check out how Edward Jones Jesse Abercrombie, principal and financial advisor, and Vanessa Okwuraiwe, principal, are supporting mentorship in the latest article from Barron's

Mentorship is part of every financial advisor’s experience at Edward Jones. While the firm has always prided itself on a culture of collaboration, a recent survey confirms the importance of mentorship for diverse financial advisors. According to a new Edward Jones survey of its Diversity, Equity a...

11/08/2022

Most Americans who give are motivated by altruistic reasons, including a desire to help people in need, make an impact in their communities or help society at large. That said, roughly two-thirds of givers don’t follow a set schedule for giving. Understanding what options and resources are available can make charitable giving more purposeful, impactful and rewarding. Working with a financial advisor to put charitable giving in the context of an overall financial strategy is a great way to start.

11/07/2022

This week the Federal Reserve raised rates by 0.75% to bring the fed funds rate close to 4.0%. Notably, while Fed Chair Jerome Powell indicated the pace of rate hikes may slow going forward, he also emphasized that a potential pause in this rate hiking cycle is still "very premature." Markets took the message at its face value, now pricing in a terminal fed funds rate of 5.0%-5.3%, or about 1.3% more in tightening to come.

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

11/07/2022

It’s the season for charitable gifts. Look for ways to expand your charitable giving – both financially and personally.

Charitable giving has benefits for the giver and receiver

11/06/2022

Tying the knot soon? Now is a great time to review your strategies and goals so you can stay on top of the financial impact of your big day — and all that comes after it.

What to consider and when

11/05/2022

You can never be too sure when it comes to your retirement accounts or life insurance. Let's work together to help ensure that your financial future is set.

Estimate your future value