Edward Jones-Financial Advisor: Chris Hall
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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.
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.
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...
Wishing you a happy Labor Day filled with friends, family and fun times for all! How are you celebrating?
Family conversations about finances are important to foster positive financial habits in kids. Fortunately, there tend to be lots of natural opportunities in life to discuss certain topics with your family. Take a look here for some age-appropriate ideas to work on building financial skills.
Family Conversations about Money Learn about topics, strategies, and best practices for having family conversations about money. From Edward Jones and EVERFI
As you tackle your spring cleaning checklist, don't forget to take a fresh look at your investment accounts. Now is a good time to make sure the beneficiaries named on your accounts are correct.
Why you should name beneficiaries Where to begin
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.
The Market Is Mightier Than Politics and Policy Remaining steadfast amid political and policy changes has benefited investors.
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.
If retirement is coming into view, it’s time to kick your planning into high gear. This checklist can help you plan for things like Social Security, health care costs and how to go from saving to spending.
Are you saving for retirement? Read through this checklist
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.
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.
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.
Is it time to kick your retirement planning into high gear? Review this checklist to make sure you understand how things like Social Security, health care expenses and transitions from saving to spending could affect your income strategy after you retire.
Are you saving for retirement? Read through this checklist
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.
Uncertain whether the mega backdoor Roth IRA strategy is available to you? Learn how this potential tool may help certain people increase the tax-free assets they can save toward retirement. Then let's schedule time to discuss.
How to take advantage of the mega backdoor Roth strategy We outline how to potentially increase your tax-free retirement contributions with the mega backdoor Roth strategy.
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.
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/3LVYhsX
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.
What should you do in the face of today’s turbulent market? This guide shares seven actionable strategies for focusing on meeting your long-term investment goals. After reviewing, let's schedule time to tailor a solution to help you achieve what's most important to YOU.
Registration Form - 7 Ways to Withstand Volatility (US|EN) | Edward Jones What should you do in the face of today’s turbulent market? This guide outlines seven actionable strategies to help you cope. It goes beyond the usual “stay calm” advice to offer practical steps you can take to stay focused and on track to meet your long-term investing goals. In this must-read...
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/46DS5Q4
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.
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.
You've likely worked hard to plan for your long-term financial objectives, but have you taken the critical steps needed to create safeguards through estate planning? Make sure you avoid these six common mistakes.
Estate planning: Covering the essentials and mistakes to avoid (US|EN) While estate planning may be an uncomfortable topic, there are also many benefits to consider.www.edwardjones.com/us-en
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.
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.
Our investment philosophy is straightforward but powerful: Take a long-term approach to investment, keep an eye on the quality of your investments and diversify to help reduce risk. Let's discuss how this philosophy, developed for over a century, can help you work toward meaningful financial goals.
Our investment philosophy Start building your strategy.
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/4djzLxp
Paying down debt can help mitigate money-related stress. It can also improve your cash flow and financial flexibility as you’ll allocate less money to interest, leaving you more for other goals. I can help you determine which debt you should pay off first.
Should I pay down debt or invest? The decision to pay down debt or invest is more about you as an individual than it is about the math. Your decision may depend on multiple factors
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