Aaron Gerdes - Edward Jones Financial Advisor

In 2023 Edward Jones supported more than 863,000 529 plan participants with more than $16 billion in assets under care, putting more people on the path toward a higher education.

Learn more in our sixth-annual Purpose, Inclusion and Citizenship Report, Growing Our Impact: https://bit.ly/3AhjXwU

Sponsored by Firstup For years, Gallup has tracked global employee engagement. Although the trend line has improved somewhat over the past decade, still only 23% of full-time workers are engaged in their jobs. In other words, fewer than 1 in 4 people feel a real zest for their daily responsibilities. But it doesn’t have to be The post How Personalized Journeys Elevate The Employee Experience appeared first on TalentCulture.

How Personalized Journeys Elevate The Employee Experience Work engagement seems stuck at low levels. But here's how personalized journeys move the meter by elevating the employee experience

Edward Jones associates positively impacted the CHOC Walk in the Park by raising over $14,000 to support pediatric healthcare programs, education and research.

This year’s walk raised over $2.3 million (and counting), with Edward Jones supporting as a silver sponsor, to fund compassionate care for patients and families at CHOC and CHOC at Mission Hospitals.

We are proud to have joined over 6,000 participants bright and early to promote healthier futures and support the health and well-being of children in Southern California.

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

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...

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/3yaSlsX

We are weeks away from Obliteride! And there is still time to support Team Edward Jones and help cure cancer faster this summer! Join over 180 Edward Jones participants in making a positive impact and promoting healthier futures.

Registration for the 5K walk/run closes on July 25 and registration for bike rides and virtual participation closes on Obliteride Day on August 10.

Click the link to join our Edward Jones team.

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

Cure Cancer Faster Fred Hutch Obliteride is a bike ride and 5K that empowers people to help cure cancer faster by raising funds for Fred Hutch Cancer Center. Every dollar we raise goes directly to work, advancing cancer prevention, detection, treatment, and cures that improve and save lives.

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

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/4bHLftC

Although retirement may seem far off in the horizon, it’s never too early to invest in a stronger savings strategy for your future. Implementing these methods can help you save with consistency and convenience.

5 ways to help make saving for retirement easier (US|EN) It’s never too early to invest in a stronger retirement savings strategy for your future. Here, we explore ways to help ease your financial to-dos.www.edwardjones.com/us-en

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

Can Social Security stay solvent? We believe it can — but this may require some tough adjustments by Congress.

How secure is Social Security? (US|EN) Can Social Security stay solvent? We believe it can — but this may require some tough adjustments by Congress.www.edwardjones.com/us-en

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

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

When it comes to working with a financial advisor, getting started is the hardest part. Here are 10 important questions to talk through when choosing the financial advisor for you.

We’re here to help you get started Here are 10 questions to ask

Saving for the unexpected can be difficult. We can work together to find the strategies that work for you.

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.

Interest rates drifted lower in June, and a handful of mega-cap U.S. growth stocks soared back into the spotlight.

Monthly portfolio brief Learn more about portfolio performance, and check out our recommendations for disciplined investors.

Wondering what an initial conversation with a financial advisor looks like? Don’t worry — the first time we meet is designed to put you at ease.

Meet with a financial advisor Here is our approach

Retirement introduces you to a world of new opportunities, keep your financial independence a priority along the journey.

Preparing for Financial Fitness in Retirement Today's investment decisions fuel independence to retire when you want to

Unlock your Financial Freedom with lessons designed to help your holistic financial health.

Healthy Financial Habits Learn more about how you can develop healthy financial habits needed for financial well-being. From Edward Jones and EVERFI

Here’s to the land of the free and the home of the brave. Happy Independence Day!

Women investors have unique considerations when it comes to retirement, Social Security and health care. In that spirit, some of our women leaders recently shared their money life lessons in theSkimm's Daily Skimm newsletter.

See how we're empowering women investors: https://bit.ly/3XOsnG4

The goal of our first meeting is to better understand each other and ensure Edward Jones is the right fit for you.

Meet with a financial advisor Here is our approach

National Financial Freedom Day is July 1. Have you taken advantage of our state-of-the-art Financial Foundation tools to work toward your goals? Check out this video to learn more, and then let's talk about how we can help you accomplish what's most important to you.

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Now that we're midway through 2024, we're reflecting on the first half of the year and looking ahead to three key factors we believe will be drivers of the markets and economy in the second half.

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...

Feeling uncertain how much you should be saving for retirement? We can tailor a unique strategy to help you live the life you envision. Check out these average savings benchmarks by age and then call me to plan a long-term strategy to help you get there.

Average retirement savings by age Average retirement savings data can show how you compare with others. Check out these estimates by age.

Whether you hope to invest a little extra income, prepare a future for your family that includes a secure retirement or save for a new home or education, we’re here to coach you through it. Learn what you can expect from me as we start planning your financial strategy.

Meet with a financial advisor Here is our approach