Edward Jones-Financial Advisor: Sherri Ammerman

To facilitate planning, periodic reviews and exit, I'm equipped to serve as team quarterback for the many players – business owners, their families and team of professionals.

Learn more: https://bit.ly/4d1FZ4H

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.

No one wants to be told how (or where) to live as they get older — but not talking about it could be even more consequential. Here are three common misconceptions on the "best places to live" in retirement.

"Should I Stay or Should I Go?" 3 Common Misconceptions About Living Arrangements as You Age

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.

Recently changed jobs or decided to retire and have a 401(k) plan to consider? Learn which of these four options might work for you: Leaving it, moving it, rolling it over to an IRA or cashing it out (and the potential tax consequences).

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'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.

Wealth and leisure used to define success in retirement, but not anymore. Today it centers around four pillars — health, family, purpose and finances.

Four pillars of the new retirement Our research in partnership with Age Wave reveals four key pillars to consider for living well in today’s new retirement.

We believe in forming a true partnership where we care as much about WHY you're investing as WHAT you choose to invest in. This personalized approach to investing helps set us apart. Let's schedule time to figure out how I can help you build the future YOU want to see.

Delivering personal financial strategies Let’s build yours together.

Racking your brain to figure out how to afford that family vacation you've always dreamed of taking? I can help you plan how to work toward achieving short-term financial goals, whether they include bucket-list trips, special occasions like weddings or big purchases like cars and homes.

Planning for short-term financial goals Does your retirement journey include stops along the way? Planning for your short-term goals without losing focus on your long-term journey is key.

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

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.

Happy Labor Day! Today, we celebrate the achievements and honor the sacrifices of workers past, present and future.

Are you and your family ready to learn more about important financial topics? Take that next step and see your knowledge grow by reviewing these short, interactive financial modules.

Take control of your financial fitness (US|EN) Real-world advice to help you develop financial skills for all stages of your life www.edwardjones.com/us-en

Romance scams are on the rise, but there are steps you can take to protect yourself and others from falling victim to these scams. For instance, get a second opinion. Scammers typically count on the fact that you’ll be too embarrassed to reach out for advice, but it never hurts to have someone else evaluate the situation. Talk to a trusted family member or your financial advisor if you’re unsure. Learn more here:

Protect yourself against fraud Stay informed

In that back-to-school mindset and curious about your options to fund a student's education when they're ready for college? Planning now could help save you a lot of worry in the future.

Read about education savings strategies From 529s to bonds, etc.

Sponsored by Firstup For years, Gallup has tracked global employee engagement. Although the trend line has improved somewhat over the past decade, still only 23% of full-time workers are engaged in their jobs. In other words, fewer than 1 in 4 people feel a real zest for their daily responsibilities. But it doesn’t have to be The post How Personalized Journeys Elevate The Employee Experience appeared first on TalentCulture.

How Personalized Journeys Elevate The Employee Experience Work engagement seems stuck at low levels. But here's how personalized journeys move the meter by elevating the employee experience

Simplified Employee Pension (SEP) IRAs can be an easy workplace retirement plan for any business to maintain. But how do you know if it's right for you? Read these considerations and then call me to discuss more.

SEP IRA This is one of the easiest workplace retirement plans to set up and maintain, for any business.

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.

Many people think of retirement as a destination rather than what it really is: the start of a new journey. And with the greater longevity many of us are now enjoying, that new journey can be a deeply satisfying one when armed with a holistic strategy. Let's chat about how I can help you navigate.

Longevity and the new journey of retirement Thanks to greater longevity, retirement today isn’t a destination but a new journey. Our study in partnership Age Wave details what’s ahead to help you thrive at every step.

Our Senior Investment Strategist Angelo Kourkafas joined Yahoo! Finance to discuss the latest market volatility and what investors can expect in the second half of 2024.

Watch here: https://yhoo.it/3Xfdsnx

Wondering which party in power will sway the markets? The answer may surprise you. Here’s why it’s so important to stick to your long-term investment strategies…even during short-term political events.

Error | Hartford Funds The material on this site is for informational and educational purposes only. The material should not be considered tax or legal advice and is not to be relied on as a forecast. The material is also not a recommendation or advice regarding any particular security, strategy or product. Hartford Funds...

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

The end of summer often means heading back to school (for loved ones if not yourself), but Online Access can also help you get back to the basics with your financial goals. Easily view account performance during your time with Edward Jones on the web or on the go with our app.

Gain a Big-Picture View Connect and view accounts you have elsewhere in Online Access.

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.

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/4drN8wg

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.

According to the Society of Actuaries®️, about 1 in 4 workers can expect to face a disability lasting 90 days or longer during their careers. Let's discuss how to create a strategy to help protect your financial goals in the event you experience a disability.

Preparing for the unexpected: Disability risk If you couldn’t work, how would you cover your expenses? Find out how a potential disability could impact you, and what you can do now to protect against it.

There's no guarantee the backdoor Roth IRA strategy will be available for every high earner. Consider these three questions to help decide whether it could be a workable option for you, then call me to discuss further investment-related considerations.

Can high earners still invest in Roth IRAs? A backdoor Roth IRA enables you to realize the tax benefits of a Roth IRA, even if your income exceeds the IRS earnings ceiling for Roth contributions.

Explore whether and how election results might influence market trends and discuss whether you should consider adjusting your investment strategy. Watch this webinar live on Aug. 21 at 3 p.m. CT or on demand after.

Don't Play Politics With Your Portfolio Wednesday, August 21, 2024 at 3:00 PM Central Daylight Time.

Ready to be your own boss? Owning your own business can be as challenging as it is fulfilling. Prepare mentally and evaluate the legal and tax changes you’ll experience as you transition to working for yourself.

Financial Wellbeing for Aspiring Entrepreneurs Learn more about the basics of entrepreneurship From Edward Jones and EVERFI