Edward Jones-Financial Advisor Greer Ducker

Spring Cleaning isn't just for your home—your finances can be tidied up too! Visit our online lessons to get a fresh financial start.

Entering the Working World Financial Fitness begins with your first paycheck

Shape your financial destiny! Credit scores and credit reports are full of intricacies. Take our lesson to learn tips that can help you create a credit future you design.

Credit Scores and Reports Why establishing and maintaining strong credit matters so much for your financial health. From Edward Jones and EVERFI

Rising markets and low volatility always rank high on investor's wish lists. In the past four months, we've been fortunate to experience precisely that.

In our latest Weekly Market Wrap, we share five takeaways from February's market performance.

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

Cases of tax fraud are on the rise. Here's what you should be on the lookout for this tax season to help protect you and your loved ones from tax fraud.

6 tips to help you avoid common tax scams A solid strategy can help safeguard you from these increasingly frequent crimes.

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

Weekly market wrap How did the markets perform this week? Get the highlights and the latest economic news.

Quickly view, print and download your tax forms online without having to wait for them to arrive in the mail. Plus, you can easily share your documents with your tax professional or tax preparation software, helping streamline tax season in 2024.

Be Tax Season Ready with Online Access Sign up for Online Access and download our app to view and share your tax forms.

With the sharp rally sending the S&P 500 to a record high in recent days, you wouldn't think it would be hard for investors to find good news. We think the bull market looks to have runway ahead, but we also know that even the best markets run out of breath occasionally. In this latest installment of the Weekly Market Wrap, we offer three signs that can give investors confidence in the broader outlook for this market.

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

Tax season can be a stressful time, even without the worry of unintentionally making a filing mistake. To help you out, we outlined 5 tax-filing mistakes you should be on the lookout for this tax season.

Avoid these common tax-filing mistakes Before you file your taxes this year, be sure to avoid these five common tax-filing mistakes.

Dating apps are a great way to meet new people and potential love interests—but scammers are increasingly using these apps and social media to target their victims. Be leery of individuals you meet online who have made a lot of money by trading cryptocurrency and can show you how to do the same. This tactic is becoming more and more prevalent wth the rise of cryptocurrency. For more red flags and how to protect yourself, check out this article:

Protect yourself against fraud Stay informed

Although stocks recovered from a sharp drop after last week's CPI inflation report – and the S&P 500 even approached new all-time highs – investors may be feeling anxious.

Can inflation continue to moderate, as it has over the past year, even in the face of resilient economic growth? Or, is this a start of a trend in the wrong direction?

We share our views in our latest Weekly Market Wrap.

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

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

More and more people are meeting their significant others online via social media or dating apps. As such, scam artists are using these tools to develop online relationships with unsuspecting victims, sometimes duping them of their hard-earned money. Here are some red flags to look for to protect yourself and your loved ones:

Protect yourself against fraud Stay informed

What does it mean to be rich? Is it about following your true passion? Or maybe making a million memories with friends and family?

A life that feels rich starts with a conversation. So, let’s talk about it. We’re here with one-on-one guidance to help you turn your dreams and ambitions into goal-based financial strategies, letting you enjoy a life you love. Let’s find your rich.

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Let’s find your rich. We’re not just talking about your financial plan – but helping make sure it’s in step with what really counts. It could be about living life on your own terms. Or having a million memories to share. Or maybe it could be…something you still need help defining.

We’re here to help you build a financial strategy that’s connected to a life that feels rich, in the experiences and moments that matter most to you.

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It's February, which means love is in the air. But did you know that romance scams are on the rise? Over the next few weeks, we’ll be outlining how to spot a potential romance scam and how to protect yourself and your loved ones from falling victim to these scams. Learn more here:

Protect yourself against fraud Stay informed

Happy Lost Penny Day! Discover the power of small steps to build your emergency savings with our online lesson.

Building Emergency Savings Learn why and how to save for emergency expenses. From Edward Jones and EVERFI

The S&P 500 crossed the 5,000 milestone, a fresh record high for the index. While 5,000 is an arbitrary number and simply an attention-grabbing psychological threshold, it is symbolic of the market's strength and resiliency in the face of a historically sharp adjustment in interest rates.

With the economy defying expectations for a slowdown and stocks having rallied about 20% over the past three months, investors are wondering what's next. Our latest Weekly Market Wrap shares our views on five common questions.

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

Your online protection matters and credit card theft can happen at any time. This Identity Theft Awareness Week level up your defense by learning strategies to help manage a credit card and your personal information responsibly.

Credit Cards Learn how credit cards work, what features to look for, and how to manage a credit card responsibly. From Edward Jones and EVERFI

The world keeps turning and sometimes, we need a break. Check out our tips to practice mindful behaviors and keep your stress low.

Mindful Living Learn about the fundamentals, benefits, and strategies you can use to practice mindful living. From Edward Jones and EVERFI

For 2024, April 15 is the big tax filing deadline. But other deadlines, such as when certain tax forms need to be furnished, are worth noting as well. Use this tax calendar to help you be aware of some of the approaching deadlines.

Every year, Americans prepare for Tax Day but each day we can do our best to avoid tax scams. During Identify Theft Awareness week, take a moment to learn how to help stay on top of your taxes and combat scams.

Taxes: The Basics Understand why managing your taxes is so important. From Edward Jones and EVERFI

All eyes were on the Fed last week, with the market's wagon remaining tightly hitched to the outlook for future monetary policy moves. The Fed kept its policy rate steady, but the primary focus was on the central bank's message that it intends to remain on hold a while longer.

While markets were hoping for a signal that rate cuts were coming sooner, incoming data, including the latest jobs report, continue to offer confidence that the economy is holding up well enough for the Fed to exercise some patience.

In our latest Weekly Market Wrap, we offer our takes on what the latest Fed and employment news means for the markets ahead.

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

Wishing you lots of love this Valentine’s Day!

Tax identity theft can have consequences on your financial credit, let's be proactive and protect ourselves against fraudsters. Check out these ways to help strengthen your financial credit & build the know-how to shield yourself from scams.

Strengthening Your Financial Credit. Managed debt strengthens credit scores and opens doors

Over the past week, investors digested two key datapoints that continue to support the case for a soft landing in the U.S.: The S&P PMI data, for both services and manufacturing, were in expansionary territory in January, and fourth-quarter GDP growth exceeded forecasts, coming in at 3.3% annualized, versus expectations of 2.0% growth.

While these datapoints are backward looking, they support the narrative that the U.S. economy was not softening entering the new year. In fact, the data indicates that economic growth accelerated at the end of last year. Meanwhile, inflation also showed signs of moderation as we entered 2024.

Read more of our takeaways in our latest Weekly Market Wrap.

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

Many of us have a home improvement wish list but may not know how to turn those ideas into action. Check out these four tips to help you plan how to afford a big remodel and then call me to discuss.

4 steps to stress-free home improvements Thinking about making upgrades to your place? Follow these steps to find a contractor and budget strategy for your project.

Paying down student loan debt can feel like a burden — but it doesn’t have to be. Here are some tips to help make your payments manageable, so the investment you made in education doesn’t throw you off track.

7 strategies to consider for repaying student loans Help keep your student loan payments manageable, and avoid delinquency or default.

Have questions about your Edward Jones tax forms? Here are some of the most commonly asked questions we hear from clients during tax season.

Questions about Edward Jones tax forms Answers to some of the most common questions about tax forms.

Despite pushing higher last week, markets in 2024 thus far can best be described as subdued.

In our latest Weekly Market Wrap, we discuss three data points to watch as markets get through a bumpy January.

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