Gemini Wealth Group Financial Advisor

Wishing all a Happy Thanksgiving Day!
Hope you family celebrations are awesome!

Wishing you and your families a very Happy Holidays! We hope your Holiday are great and all are safe!

The Gemimi Waealth Group team is a proud sponsor of Folds of Honor, and enjoyed a wonderful evening at the Folds of Honor Gala Saturday evening!
We'd like to honor all Veterans and their families for all they do.
A special thanks to our Sr. Partner, Kristin Ward, who serves as Secretary on Board of Directors!

Looking for strategies for your portfolio during this time of volatility and increasing inflation?
Visit me at The Gemini Wealth Group, and let's schedule time to talk!

A special thank to The Gemini Wealth Group for helping me in putting on an awesome Open House and Happy Hour.
I an so happy to be apart of the team!!

Today we honor those who have sacrificed their lives for our country.

As we celebrate our 100th anniversary this year, we’re reflecting on our history and values. In the latter half of the 20th century, Edward Jones Sr.’s son Ted Jones discovered an untapped market: rural towns. People in these towns needed to secure their financial futures but were often overlooked by city-based firms, so Ted embarked on a journey across Missouri, Colorado, Kansas and Oklahoma to serve local communities.

Ted’s approach varied greatly from the one his father envisioned, but it emphasized the idea of financial inclusivity and set the stage for Edward Jones to grow into the firm it’s become today.

When you look at your financial performance, do you compare it to the S&P 500 or other indexes' returns? If you're wondering what your performance should look like, let's talk about your goals and risks.

Why your returns shouldn't match the market We believe your portfolio performance should be based on your financial goals and risk level.

To help make sure your dependents receive their inheritance according to your wishes, you may want to consider a Transfer on Death Agreement (TOD). [EDJ2021]

How a TOD Agreement can help Why you should consider it

Every 65 seconds, someone in the United States develops Alzheimer's. Watch out for these warning signs from the Alzheimer’s Association. [EDJ2020]

10 Early Signs and Symptoms of Alzheimer's Get information and resources for Alzheimer's and other dementias from the Alzheimer's Association.

Are rising interest rates bad for bond portfolios? Understanding bond duration is key

Bond duration and why it matters | John Hancock Investment Mgmt Impending rising rates may take a toll on bond prices this year. Understanding bond duration is one way to find out how your portfolio may fare.

Are you looking for ways to get your sideline money to work for you?
Give me a call and lets talk about our competitive CD rates today!
I can be reached at 314-390-1591.

It may feel daunting to review your accounts and identify your options, but working together to help you name your beneficiaries is important to your overall estate strategy.

Why you should name beneficiaries Where to begin

It's normal to feel confused on whether to choose a will or living trust—or even both. Learn the basics to become more confident that you’re making the right moves for your family and your legacy.

Will vs. trust: What's the difference? It's crucial to create an estate plan that leaves the legacy you desire. Understanding the difference between wills and living trusts can help.

You’ve made your last student loan payment, you’ve paid off your credit card debt ... what comes next? We have some tips on how to use your newfound financial freedom.

What to do after paying off debt Tips for the next chapter

Are you interested in learning more about sustainable investing? Learn the basics to get started.

Sustainable investing Learn the basics about environmental, social and governance investing strategies.

Caring for someone with Alzheimer’s is exceptionally demanding. We join the Alzheimer's Association in raising awareness for the more than 11 million dementia caregivers in the United States. alz.org/facts.

Alzheimer's Disease Facts and Figures More than 6 million Americans are living with Alzheimer’s. Share the facts about Alzheimer’s from 's annual report.

For a review of last week's market and guidance for the week ahead, take a look at this report.

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

While financial goals aren’t achieved overnight, the right process and financial advisor can help. Take the quiz to find your match.

Find Your Best Financial Advisor Matches | Edward Jones Choose the best financial advisors for your needs, from retirement savings to wealth strategies. Take the Edward Jones Match quiz today.

Concerns about inflation, supply chain, employment and interest rates have nearly 42% of Americans feeling pessimistic about the state of the U.S. economy. Are you among them? A new study from Edward Jones, in conjunction with Morning Consult, indicates this concern can lead to making emotional financial decisions.

Americans Are Split on State of the Economy, Edward Jones Survey Finds Read more about Edward Jones in the news.

As you prepare for retirement, it’s important to make room for health care costs. We’ve outlined your options and what you should know about Medicare.

Health care costs in retirement Here’s what you should know

Do you have a major life purchase coming your way in 2022? Here are some best practices to help you prepare.

Saving up for a big purchase? A few tips to follow

Those who are early in their career may put off thinking about retirement. But learning what sets Roth and traditional IRAs apart now can help ensure you make the right choice between the two as you save for later.

Know the differences between Roth and traditional IRAs You can get key benefits from either a Roth or traditional IRA – but there are important differences between the two.

Whatever your goals are, Edward Jones has an account to help make them happen. Look through these options and let’s talk.

Account options at Edward Jones Here’s what we offer

Check out our weekly market update for news on last week's market and guidance for the week ahead.

www.edwardjones.com

You can either save for risks or insure against them. Take a closer look. [EDJ2020]

Do I need an estate strategy? It’s not only people who are wealthy or have complicated family situations who need an estate strategy.

A budget can help you stay on top of your finances by helping you plan where your money will go instead of wondering where it went. We’re here to help.

Creating a Budget Learn strategies, tips, and tools to stick to your budget and achieve your financial goals. From Edward Jones and EVERFI

Planning for the future can be overwhelming — but getting ahead on this planning can set you up for less stress later. Let’s work together so you can leave the legacy you always imagined.

[EDJ2021]

Are your finances starting to feel a little overwhelming? Sit back, map things out and remind yourself that you’re still in control. If you need us, we’re here to help you build financial strategies that give you peace of mind.

If it’s time to diversify your portfolio, consider an exchange-traded fund. Learn more about how ETFs can complement your other investments.

Considering an ETF? Here’s how they work