Edward Jones-Financial Advisor: Sarah Kendall
My skill set makes building, transferring & protecting your wealth an enjoyable experience.
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As a business owner, you wear many hats and bear many responsibilities. We have options to help solve some pain points such as cash management, key person insurance and retirement plans.
Services to help your business thrive What to keep in mind.
At Edward Jones, we understand money's a thing but it's not everything. Retirement today is a whole new chapter in life that you define. I can help you figure it out.
Retirement is a new life chapter Let's write yours together
Some weeks are more consequential than others in shaping the market narrative, and last week was one of them.
The Federal Reserve delivered on what markets have been hoping for and anxiously anticipating over the past two years. Interest rates were cut by a larger-than-typical 0.5%, signaling a critical turning point in the monetary policy cycle.
We offer five key takes on what last week's announcement means for the economy and markets.
Weekly market wrap A summary of last week's market highlights and economic news.
Let’s find your rich. We’re not just talking about your financial plan – but helping make sure it’s in step with what really counts. It could be about living life on your own terms. Or having a million memories to share. Or maybe it could be…something you still need help defining.
We’re here to help you build a financial strategy that’s connected to a life that feels rich, in the experiences and moments that matter most to you.
https://bit.ly/3XJmuJM
Are you part of the "Sandwich Generation?" Our Senior Strategist Meagan Dow shares tips to navigate helping to pay for your aging parents' and your children's expenses.
Money Tips for the 'Sandwich Generation' Learn how to navigate helping to pay for your aging parents' and your children's expenses.
Investors focused in on inflation data last week, with markets continuing to filter the balance of consumer price trends and economic readings through the lens of what it means for Fed interest rate moves ahead.
We zoom in on key items that were in the frame last week, and then zoom out for a better view of the bigger picture for the markets.
Weekly market wrap A summary of last week's market highlights and economic news.
Remembering 9/11: A Day of Reflection and Unity 🕯️ Today, we pause to honor the victims, survivors, loved ones, and those mourning. We also remember and honor the heroes who gave so much and continue to do so.
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.
Guidance and Perspectives (US|EN) Get insights from Edward Jones professionals, and see what our strategists' perspectives mean for you.www.edwardjones.com/us-en
Although retirement may seem far off in the horizon, it’s never too early to invest in a stronger savings strategy for your future. Implementing these methods can help you save with consistency and convenience.
5 ways to help make saving for retirement easier (US|EN) It’s never too early to invest in a stronger retirement savings strategy for your future. Here, we explore ways to help ease your financial to-dos.www.edwardjones.com/us-en
After last week's soft jobs report, markets continued their risk-off positioning that began in the seasonally volatile month of September. We share our view on the slowing labor market and recommendations for investors in the current backdrop.
Weekly market wrap A summary of last week's market highlights and economic news.
There's more to the legacy we leave behind than money. In honor of National Grandparents Day, consider how you want to pass on the financial wisdom you've built and the lessons you've learned over a lifetime to your children and grandchildren.
How to pass on your financial wisdom to your family Here are 5 tips to help you grant financial wisdom to the younger generations.
The types of retirement accounts can seem dizzying – 401(k)s, Roth IRAs, traditional IRAs, 403(b)s, and 457s, oh my! The good news is that I can help you understand the differences so you can select which one (or more) suits your needs the best. Let's set up time to chat.
401(k) or IRA? We’ve got you covered. Choose from a variety of plans
To frame the August swings, we examine what's changed, what hasn't and what the evolving conditions may mean for the road ahead.
Weekly market wrap A summary of last week's market highlights and economic news.
There's no universal answer on the "right time" to retire, but exploring these five questions can help you decide whether you might be emotionally ready. Think your answers through, and let's schedule time to discuss how to help get you retirement ready.
Are you emotionally ready to retire? Read more here
Happy Labor Day! Today, we celebrate the achievements and honor the sacrifices of workers past, present and future.
Access to a retirement plan at work is a valuable benefit, but it’s important to make sure you are taking full advantage of the opportunity.
Are your 401(k) contributions keeping up with your salary? Understand the key benefits of funding your 401k and why you should consider increasing those contributions as your salary increases.
Dogs may not be our whole life, but they make our lives whole! 🐾
Edward Jones-Financial Advisor: Sarah Kendall My skill set makes building, transferring & protecting your wealth an enjoyable experience.
Have you ever received a call, text or pop-up on your electronic devices alerting you to suspicious activity? Beware, it could be a tech support scam. Learn more: https://bit.ly/4e08z7g
Markets spent the past week largely treading water. While there were no major surprises, we do think the Federal Reserve's freshest commentary provided three key takeaways that will be important for markets ahead.
Weekly market wrap A summary of last week's market highlights and economic news.
As interest rates have crept back up from their multiyear lows, it’s important to revisit your debt management strategy. Here are 8 key tips to help get started.
Your playbook for paying down high-interest debt (US|EN) As interest rates have crept back up from their multiyear lows, it’s important to revisit your debt management strategy.www.edwardjones.com/us-en
Despite nearly half of American women anticipating receiving an inheritance in the next 10 years, women face significant obstacles to determining how wealth is transferred across generations.
Our head of Wealth Management Advice and Solutions Lena Haas discusses the power of planning ahead in this recent World Economic Forum article.
The 'Great Wealth Transfer': Here's how women can make the most of it The wealth gap between the genders means women face greater obstacles in terms of giving and receiving inheritance – but a financial adviser can help.
Markets over the past week continued to recover from the previous week's sharp pullback.
In our view, the backdrop of softer inflation and cooling but positive economic growth still points to a Fed that will likely begin cutting rates as soon as the September 18 FOMC meeting.
Weekly market wrap A summary of last week's market highlights and economic news.
Fighting for a different future. We're leading the way to Alzheimer's first survivor by participating in the Alzheimer's Association Walk to End Alzheimer's.
https://act.alz.org/site/TR/Walk?px=23742520&pg=personal&fr_id=17542
Edward Jones-Financial Advisor: Sarah Kendall My skill set makes building, transferring & protecting your wealth an enjoyable experience.
Yes, you do! Here are a few of the key pieces to get you started.
Do I need an estate strategy? It’s not only people who are wealthy or have complicated family situations who need an estate strategy.
It can be tempting to put off buying life insurance, especially when you're juggling a dozen other responsibilities or feel like you have all the time in the world. But life often throws curve balls your way. Check out these five tips to learn why you may wish to rethink your life insurance strategy.
Life doesn’t always go according to plan Prepare for the unexpected
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