Edward Jones - Financial Advisor: Jonathan Cummings

Our Managing Partner Penny Pennington recently joined Neil Cavuto on Fox Business to discuss the recent volatility in the market and how we're helping clients navigate.

Watch the conversation here: https://bit.ly/3yCUVYL

One of the biggest honors one can have at our firm is being asked to give the “Toast to Ted” at our annual summer meeting. This toast commemorates the man who made our firm what it is today and reminds us of how far we have come as partner’s and as a firm . I feel very fortunate to have had the opportunity, it was truely special.

Dreaming of taking that amazing vacation you've always wanted? Here's a list of things to consider if you want to make that vision a reality. I'm also happy to discuss concrete steps that can improve your odds of jetting (or driving) off to that dream destination.

How to plan your dream vacation Is there a travel destination on your bucket list?

Meet my new puppy, Bentley! 🐶

If you’re getting ready to change jobs, make sure you know your options for your 401(k). Here are four things you can do.

401(k) rollover options 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.

There are only three weeks left to file your taxes—do you have everything you need to file? Use this checklist to help make sure you are all set to file your taxes by the April 15th deadline.

Do you have everything you need to do your taxes? Ready to file your federal income taxes? Use our tax filing checklist to help ensure you have all the tax forms you need to complete your return.

Take a look at the latest rates, and let me know if you have any questions!

www.edwardjones.com

Both traditional and Roth IRAs offer tax-advantaged ways to save for retirement. However, there are differences, mostly around how and when your money is taxed.

Roth IRA vs. traditional IRA: What’s the difference? Both IRAs offer tax-advantaged ways to save for retirement. However, there are differences. Understanding them can help you make decisions for funding your retirement.

The McLaren board that I serve on has organized this upcoming event! Contact me if your interested! 🎭

**TICKETS NOW ON SALE FOR OUR MURDER MYSTERY DINNER**

The McLaren Caro Region Foundation will host Midnight at the Masquerade on Friday, March 8, at the Brentwood in Caro!

Regular seating is $75, which includes a filet mignon, salmon, and chicken dinner!

Doors open: 5:30 P.M.
Dinner served: 6:00 P.M.
Murder Mystery Show: 7:00 P.M. – 9:00 P.M.

Seating is limited. Purchase your tickets today at the McLaren Caro Region front desk and plan to come dressed in your masquerade best!

For more information about this event, including dress attire, please visit https://www.mclaren.org/caro-region-foundation/special-events-caro-foundation

If you have questions about this event, please call Corinna Kranz at (989) 269-2882.
*Must be 18 or older to attend.

Have questions about your Edward Jones tax forms? Here are some of the most commonly asked questions we hear from clients during tax season.

Questions about Edward Jones tax forms Answers to some of the most common questions about tax forms.

National Champions! Go Blue!! 🏆〽️

Take a look at my recent news about my CFP®️ certification.

We are back in the office today to start 2024! I hope everyone had a merry Christmas 🎄and a happy New Year 🎆

The earlier someone starts their financial education, the more chances they have to enjoy a future of financial wellness.

We’ve collected a few solid insights you can share with the young adults in your life at edwardjones.com/financialfuture

Enjoyed our weekend! 🏈

Happy Thanksgiving!! I hope everyone has a great holiday! Thankful for all of our wonderful clients. 🦃🍁

Huge congratulations to our very own Janelle Will who was this years recipient of our region Spirit of Caring award, an honor that’s voted on by her peers of over 60 Edward Jones branch offices. This is one of the highest honors a Branch office administrator may recieve and goes to the BOA who examplifies the values, culture and spirit of giving back, it is awarded to the BOA who has contributed to the success of other BOAs and the region. Congratulations on this milestone achievement!! 🎉

October is Cybersecurity Awareness Month. A growing number of scams are targeting investors and their money. Fortunately, there are steps you can take to help protect yourself. Here are some tips to help keep you cyber-safe: https://bit.ly/3EQGNdV

Hope everyone is having a great football weekend supporting their favorite teams both Saturday and Sunday! We spent ours in the big house 🏈

Markets are up for the year, but major indexes have been more volatile lately. Where are the opportunities in today’s market?

Market compass 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.

One strategy for ramping up your retirement savings is to increase your 401(k) contributions any time your salary goes up. This can help you stay on track as you work toward your retirement goals.

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.

While the expectation in early 2023 was to anticipate a mild, brief recession, it has yet to happen.

Market compass 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.

Happy Birthday to Janelle Will!!! 🎉🎉 Janelle is a Senior BOA and a rockstar in our office!!! I hope you have a wonderful birthday 🎂

Retirement can be life at its best. But life throws us curveballs – sometimes cannonballs – both personal and financial. Our latest study, in partnership with Age Wave, explores both sides of today’s retirement experience and details impactful choices you can make.

Resilient choices and the new retirement Making resilient choices is key to thriving in today’s new retirement. Our latest study, in partnership with Age Wave, details impactful choices you can make.

Happy 4th of July! 🎆 as a reminder the stock market is closed today and will re open tomorrow.

4th of July weekend is always a great time with family and friends on Torch Lake. I hope everyone has a great time 🇺🇸🎆

Reminder⚠️ the stock market will be closed today in observance of Juneteenth! Markets will re open tomorrow at 930am.

Are you planning your estate? We’ve listed five common misconceptions about wealth transfer you may want to consider.

Saving for college and retirement? Prepare for the unexpected

Serving on the board of directors of the University of Michigan Alumni club has been quite the privilege. Huge thank you to our legendary speakers and all who attended to make our annual golf outing a major success. I look forward to many years ahead on the board! 〽️🏈

What a turnout for the 32nd annual Cars and Crafts event! Happy to help park cars this morning with Caro Chamber of Commerce , stop by for a fun family day in the sun ! ☀️ 🚗