First Investments and Planning Financial Advisor: Scott Gengler

First Investments and Planning Financial Advisor: Scott Gengler Partnering with great people to help them reach their dreams, using an established process. Member SIPC.

Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 14,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal ba

sis. We do that by getting to know you, understanding your goals, and developing individualized strategies to help you reach them. My branch office administrator, Sharron and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com/scott-gengler for more information.
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Retirees enjoying the highest quality of life say their top 3 smartest financial actions to prepare for retirement were:...
10/20/2023

Retirees enjoying the highest quality of life say their top 3 smartest financial actions to prepare for retirement were: starting to save early (and consistently), maximizing contributions, and working with a financial advisor.

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

10/18/2023

October is Cybersecurity Awareness Month. Learn about common types of cyber fraud, red flags and what to do if you or a loved one has been a victim of fraud. Watch this webinar live on Oct. 18 at 3:00 p.m. CT or on demand after.

Wednesday, October 18, 2023 at 3:00 PM Central Daylight Time.

Although a smaller bump this year, this boost in benefits can help retirees better meet their day-to-day needs given ris...
10/16/2023

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.

We all want strong investment performance, but with that comes the potential for capital gains taxes. Fortunately, tradi...
10/13/2023

We all want strong investment performance, but with that comes the potential for capital gains taxes. Fortunately, trading at an opportune time within your taxable accounts can potentially reduce your tax bill. Here’s how.

Tax-loss harvesting and tax-gains harvesting involves selling securities to potentially lower or raise capital gains. Learn how to use tax harvesting to manage taxes.

With interest rates on the rise, the value of cash has been hitting the headlines, but is there such a thing as having t...
10/11/2023

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.

Is one of your retirement goals to leave your old home behind for a new location? Here are some tips to help you prepare...
10/09/2023

Is one of your retirement goals to leave your old home behind for a new location? Here are some tips to help you prepare for your potential move.

Here are four tips to help you prepare for relocating as a retiree.

October is National Retirement Security Month. Established to raise awareness about the importance of saving for retirem...
10/06/2023

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.

As 2023 winds down, how do you feel about your financial situation? Did you meet your yearly goals or make progress towa...
10/04/2023

As 2023 winds down, how do you feel about your financial situation? Did you meet your yearly goals or make progress toward your long-term goals?

Let's work together to ensure your strategies and time horizon are up-to-date and incorporate any new life events.

As 2023 winds down, how do you feel about your financial situation? Check out these year-end moves to help keep your strategy on track.

As we head into the 4th quarter of 2023, what are some of the most pressing questions from investors?
10/02/2023

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.

09/29/2023

Caring for a loved one, whether a child or an aging parent, can be difficult. These considerations can help, and so can I.

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Is retirement in your sights? Here’s what you should know about how to position your portfolio as you near retirement.
09/27/2023

Is retirement in your sights? Here’s what you should know about how to position your portfolio as you near retirement.

As you edge closer to retirement, consider these 5 actions for your investment strategy.

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