Edward Jones - Financial Advisor: Jon Broska

Our Head of Wealth Management Advice & Solutions Lena Haas shared advice for talking about inheritance with loved ones in a recent Yahoo! Finance interview. Give it a watch and reach out with any questions.

Inheritance planning: Here's how to start the conversation Inheritance planning is a crucial but often overlooked aspect of financial management, with many people feeling uncomfortable discussing it. Edward Jones Principal and Head of Wealth Management Advice & Solutions, Lena Haas, joins Wealth! to share insights on having the important conversation about....

Some weeks are more consequential than others in shaping the market narrative, and last week was one of them.

The Federal Reserve delivered on what markets have been hoping for and anxiously anticipating over the past two years. Interest rates were cut by a larger-than-typical 0.5%, signaling a critical turning point in the monetary policy cycle.

We offer five key takes on what last week's announcement means for the economy and markets.

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

If you’re interested in supporting a charity and potentially lowering your tax bill in retirement, one strategy to consider is a qualified charitable distribution.

Give smarter with your required distribution (US|EN) If you’re interested in supporting a charity and potentially lowering your tax bill, one strategy to consider is a qualified charitable distribution.www.edwardjones.com/us-en

World Alzheimer's Day is September 21. At Edward Jones, we care about our clients and their families — and we want you to be protected and well taken care of if Alzheimer’s strikes.

Talking about Alzheimer’s can be uncomfortable, but making sure trusts, wills, powers of attorney, passing arrangements and plans for long-term care are in order today will save you a world of heartache tomorrow.

Interested in learning more? Stop by or call our branch. To learn more about your local walk: www.alz.org/edwardjones

Contributing to a cause and participating or volunteering for a charitable event is a personal decision and completely voluntary.

There are commonalities shared by those who‘ve found themselves living a deeply satisfying retirement. Leaning into these commonalities can help you craft a plan to live well in your own retirement.

Retirement is a new life chapter Let's write yours together

With today’s ever-changing economic environment, certificates of deposit (CDs) can help offer a higher level of security for your savings and income dollars.

Certificates of Deposit You can buy certificates of deposit at your local bank, but Edward Jones may be an even better option.

Edward Jones is proud to be the #1 employer of women financial advisors in North America*

Our commitment to creating a supportive, flexible, and equitable workplace empowers women to thrive and succeed.

Join us in celebrating this incredible achievement.

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

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We know it can be easy to lose track of appointments when caught up in the hustle and bustle of life. That's why Online Access makes it so easy to request appointments with your financial advisor, not to mention receive automated reminders for upcoming meetings.

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With the presidential election only months away, you may be tempted to make emotional decisions regarding your finances. But before you do, let’s explore three key trends on what history tells us about elections and stock markets.

3 takeaways on U.S. presidential elections and stock markets (US|EN) While the presidential election is in November, it's important to explore key historical stock market trends for perspective.www.edwardjones.com/us-en

Investors focused in on inflation data last week, with markets continuing to filter the balance of consumer price trends and economic readings through the lens of what it means for Fed interest rate moves ahead.

We zoom in on key items that were in the frame last week, and then zoom out for a better view of the bigger picture for the markets.

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

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.

Maxing out your retirement accounts seems like a no-brainer. The more you save, the more you'll have in retirement. But before you do, consider whether it aligns with your other priorities.

Should I max out my retirement accounts? (US|EN) Maxing out your retirement accounts seems like a no-brainer. The more you save, you the more you'll have in retirement. But before you do, consider your other priorities.www.edwardjones.com/us-en

Happy National 401(k)Day! Elevate your retirement planning with our lessons covering information you need to feel confident in managing your 401(k).

401(k) Plans Learn how to use a 401(k) plan to help you save for future income while getting tax benefits. From Edward Jones and EVERFI

Today, we remember the victims and honor the heroes on a day we will never forget.

We are thrilled to have supported select players during high-profile tennis matches in NYC this week!

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.

Got a big-ticket trip to some amazing location in mind? I can help you plan a strategy for short-term financial goals like vacation travel or home renovations.

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.

Many people think that estate planning is only for the wealthy or those in retirement. The truth is, regardless of your net worth, family situation or age, an estate plan can help provide you with control over your personal and financial life.

Do I need an estate plan? (US|EN) Regardless of your net worth, family situation or age, an estate plan can help provide you with control over your personal and financial life.www.edwardjones.com/us-en

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.

Our firm provides benchmarks to measure sustainable branch success. One of those metrics we are asked to achieve within five years. With the help of our Branch Office Administrator, Angie Phillips, we were able to achieve that benchmark in 2.5 years. We thank all our clients for their trust and support, and Edward Jones for allowing us the opportunity to make a positive difference in the lives of our clients!!!

As we set our eyes on September and October, the two-month stretch before the U.S. presidential election, we offer three perspectives on market volatility.

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...

Happy Two Year Anniversary to our very own Angie Phillips! Angie does amazing work serving our clients, and we are so thankful to have her here making a positive difference in the lives of others.

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.

Are you planning your estate and need help understanding some of the terms? Read through our estate planning glossary to familiarize yourself with the lingo.

Thinking about your estate strategy? Visit our estate strategy hub

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.