Edward Jones-Financial Advisor: Steve Williamson

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.

Interested in growing your practice?

Experience Edward Jones firsthand and find out how to take your business to the next level.

Join us October 9-11, 2024 for our Premier Due Diligence event.

https://bit.ly/3yFMTyy

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.

Our Senior Investment Strategist Mona Mahajan joined CNBC's “Squawk Box” to discuss the health of the U.S. consumer, recent inflation trends and portfolio positioning after the recent market volatility.

Watch here: https://cnb.cx/4dR6tXh

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.

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.

Edward Jones is proud to be the #1 firm employing women financial advisors in North America*. This reflects our unwavering commitment to fostering a diverse and inclusive environment where women can excel and lead.

Thank you to our exceptional women financial advisors who inspire us every day with their dedication and experience.

Together, we are shaping the future of financial services.

*Based on the most recent quarterly earnings results as of 6/30/24, and FINRA registration for producing advisors.

https://bit.ly/4dNLyo1

Join us for the Client Support Team Opportunity webinar. This 30-minute virtual event features Edward Jones associates in a variety of Client Support Team roles as we discuss opportunities with the Client Support Team, training and support, and transferring your current skills.

Learn more:

Client Support Team Webinar

Make a difference as a Client Support Team member at Edward Jones. Learn more about the opportunity at our next 30-minute webinar, featuring Edward Jones associates and recruiters.

Client Support Team Webinar

The recent market selloff was dramatic and perhaps even jarring for investors as they kicked off the first week of August.

Our latest Market Pulse analyzes recent activity and shares our outlook for the remainder of the year.

Recent Market Volatility | Edward Jones The August 5th drop in the Dow Jones and S&P has been jarring for investors. Get our view of what this could mean for investors in the coming months.

For any investors that were looking the 2024 gift horse in the mouth, last week showed some teeth. We don't think the recent pullback should be patently dismissed, but panic is not the proper reaction either.

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

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

Did you know that the total lifetime healthcare cost for someone with dementia is estimated at $392,874? Here are practical steps you can take to keep your brain sharp and potentially save thousands in medical costs.

How Brain Health Could Affect Your Finances How to prepare for the expense of potential cognitive decline

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

The final week of July was a whirlwind, filled with a flurry of earnings reports, three central bank meetings and key labor market data. We look at five key turning points that may define performance in the months ahead.

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

We break down the latest activity in the U.S. economy, equities, the bond market, international investing and more. Let's discuss what impact these might have on your portfolio.

Quarterly market outlook (US|EN) Our investment strategists provide Edward Jones’ perspective on the latest economic activity and what it may mean for you.www.edwardjones.com/us-en

Your dream vehicle is more than a mode of transportation- it’s a symbol of your journey. Discover the ins and outs of car loans helping ensure the drive aligns with your financial goals.

Car Loans Explore different ways to buy a car and the steps you can take to apply for a car loan. From Edward Jones and EVERFI

It's never too early to consider unknowns and uncertainties, think through the big picture, and prepare for unexpected challenges and emotional decisions.

Learn more: https://bit.ly/46F3izF

Edward Jones, in partnership with Morning Consult and NEXT360 Partners, LLC, conducted a mixed-methods study combining a nationwide online survey executed by Morning Consult from April 8, 2024 – April 9, 2024 (among a U.S. national sample of 400 business owners) combined with unstructured interviews conducted by NEXT360 Partners with business owners in Arlington, TX, Atlanta, GA, Charlotte, NC, Cleveland, OH, Dallas/Ft. Worth, TX, Denver, CO, Los Angeles, CA, Troutman, N.C, New Jersey, Phoenix, AZ and Raleigh-Durham, NC.

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/3yr3tSt

Can the stock market’s hot streak continue? We explore four points in recent history that could help inform what’s next for this market.

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...

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.

Online Access puts your account information at your fingertips. See where you stand with your current goals and track progress toward any new ones (like a protection goal) you set with your financial advisor.

Get to know Online Access and mobile app (US|EN) Learn all about the features and functions of Edward Jones Online Access and our mobile app. Sign up today!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.

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

Although nearly two-thirds of business owners (64%) have prepared a business succession plan, 16% feel unprepared for their succession plan, according to our latest research with Morning Consult and NEXT360 Partners.

Edward Jones Principal of Retirement Products Katherine Roy joined Yahoo! Finance Wealth to discuss considerations for transitioning businesses from owners to successors.

Passing the torch: What businesses need in succession plan 52 CEOs stepped down in the first quarter of 2024, the highest level in four years according to executive search and leadership advisory firm Russell Reynolds Associates. Edward Jones Principal of Retirement Products Katherine Roy joins Wealth! to give insight into how business owners need to start....

Many families are still struggling to make ends meet despite a soaring stock market and record employment. Our Managing Partner Penny Pennington discussed the state of the U.S. economy and trends that could shape the country's economic future during an Aspen Ideas Festival panel moderated by CNBC's Sharon Epperson.

Watch here: https://nbcnews.to/3zR2cVm

Check out our midyear review and outlook for the back half of 2024 in our latest Weekly Market Wrap.

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

Looking to take your practice to the next level?

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

https://bit.ly/3W0q0NO

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/3SbnTpn

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