Edward Jones - Financial Advisor: Elise Bidwell

Sometimes how you think you spend money and the way you're actually spending it don't match up. That's one reason we recommend having a clear (and realistic) strategy for managing your budget each month. Read these helpful budgeting tips, and let's chat about how I can help you make a financial strategy and stick to it.

Balancing the family budget Know where your money goes

After more than 1 ½ years of large-cap growth sectors and the "Magnificent 7" leading the market, what has caused a somewhat sudden rotation away from the tech darlings? We highlight three key elements.

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

We believe that regularly reviewing your investment performance can help you determine if you're likely to reach your financial goals. But it's important to put that performance into perspective and take a long-term approach. Let's schedule time to determine whether you're on track.

Putting your performance into perspective Understanding your performance in the context of your long-term goals can help you stay on track.

It's never too late to start saving for retirement either! Let's connect today.

Interest rates drifted lower in June, and a handful of mega-cap U.S. growth stocks soared back into the spotlight.

Monthly portfolio brief Learn more about portfolio performance, and check out our recommendations for disciplined investors.

Find out how to take your business to the next level by moving to Edward Jones.

Join us at our Financial Advisor Opportunity Event in New York, September 18-19, 2024.

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If you haven’t begun thinking about estate considerations, you’re not the only one. That’s why I’m here to start the conversation. Send me a message so we can get started.

Everyone should have a legacy strategy Choose the tools you’ll use

Did your last homeowners insurance bill make you do a double take? Due to more frequent and extreme weather events and high costs of labor and construction materials, homeowners insurance premiums have increased dramatically. However, reducing or dropping your coverage could be a costly mistake down the road.

5 pitfalls to avoid with your homeowners or renters insurance (US|EN) Homeowners insurance premiums have increased dramatically in recent years. However, reducing or dropping your coverage could be a costly mistake down the road.www.edwardjones.com/us-en

As we kicked off 2024, one of our 10 key calls for the year was our view that while equity markets would continue to perform well, the market's underlying leadership would rotate, broadening out beyond 2023's Magnificent Seven concentration.

We take a look at how this recently showed up within three key market matchups, and what it may mean for investors' portfolios.

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

Are you among them? Let's talk about how to make sure your financial strategy supports your goals.

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

Find out how to take your business to the next level by moving to Edward Jones.

Join us at our Financial Advisor Opportunity Event in New York, September 18-19, 2024.

https://bit.ly/3SbQivn

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

Tech support scams are on the rise, costing investors millions of dollars each year. Learn how to spot these scams here: https://bit.ly/3LnVFDO

Home and auto insurance premiums are on the rise. Fortunately, there are steps you can take to potentially lower your premiums while maintaining coverage.

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

Our latest Weekly Market Wrap discusses a potential silver lining to the cooling economy and how inflation may also be resuming a gradual cooling period. Read on for potential effects on the markets, whether or not we see moderating inflation.

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

Locally, we strive to make a positive difference for our clients, colleagues and community. The impact of this same commitment throughout our firm has earned us this outstanding recognition. We couldn't be prouder than to be among the Most Admired Companies worldwide.

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2024 Fortune World's Most Admired Companies list, published Jan.31, 2024, in partnership with Korn Ferry, data as of November 2023. Compensation provided for using, not obtaining, the rating.

©️2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of Edward Jones.

Most Admired Companies by FORTUNE 2024 FORTUNE magazine named Edward Jones to the 2024 list of the World's Most Admired Companies™ and ranked No. 5 in the Securities/Asset Management industry category.

Here’s to the land of the free and the home of the brave. Happy Independence Day!

Whether you hope to invest a little extra income, prepare a future for your family that includes a secure retirement or save for a new home or education, we’re here to coach you through it. Learn what you can expect from me as we start planning your financial strategy.

Meet with a financial advisor Here is our approach

With the first half of 2024 now in the books, our latest Weekly Market Wrap takes a look at a few notable winners and losers in the markets. Check out our views on what that performance means for the remainder of the year.

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

National Financial Freedom Day is July 1. Have you taken advantage of our state-of-the-art Financial Foundation tools to work toward your goals? Check out this video to learn more, and then let's talk about how we can help you accomplish what's most important to you.

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What should you do in the face of today’s turbulent market? This guide shares seven actionable strategies for focusing on meeting your long-term investment goals. After reviewing, let's schedule time to tailor a solution to help you achieve what's most important to YOU.

Registration Form - 7 Ways to Withstand Volatility (US|EN) | Edward Jones What should you do in the face of today’s turbulent market? This guide outlines seven actionable strategies to help you cope. It goes beyond the usual “stay calm” advice to offer practical steps you can take to stay focused and on track to meet your long-term investing goals. In this must-read...

Are you an experienced financial advisor looking to take your practice to the next level?

Join us for our On Demand Explore Your Future Webinar and hear from Edward Jones Financial Advisors and Leaders

Current Series 7 and 66 Licenses required for participation. All event registrations will be reviewed for participation approval.

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A certificate of deposit (CD) lets you invest your money for a set period to earn a fixed rate. For some, a CD presents the ideal combination of reliable returns and low risk.

How to Invest in CDs See Edward Jones' tips when buying CDs.

In our latest Weekly Market Wrap, we explore the current state of the consumer, the outlook for spending and the implications for both the economy and the markets.

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

In May, markets reached another milestone as the Dow Jones Industrial Average crossed 40,000 points for the first time.

In our latest Market Compass, we discuss whether the fundamental conditions support the move higher in stocks. Can the rally continue, or will it fizzle out?

Market news is everywhere — but what does it all mean for you? Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...

Scam artists have been known to impersonate loved ones, tricking older adults into providing personal information that can convince them the call is legitimate. Never give sensitive information (like your social security number or credit card number) over the phone, especially if you can't verify the caller. Learn more about grandparent scams: https://bit.ly/3XEHAt5

Some scammers use social media or dating websites to start a relationship with the intended victim in order to ask the victim to send money, usually in the form of gift cards, prepaid money cards or even cash so that it can't be traced. Learn more about romance scams: https://bit.ly/3XzMrvv

Many important life events, including a loved one's death, making a big move or going through a divorce or remarriage, could mean you need to update your estate documents. Read on to learn five common misconceptions people have about wealth transfer, and then let's discuss your unique needs.

5 common misconceptions about wealth transfer We debunk five common misconceptions about transferring wealth as part of leaving a financial legacy.