Edward Jones- Financial Advisor: Jackie Duggan, CFP

On Saturday, Jackie and Melissa attended the University of Michigan Football home opener. Both of their husbands are U of M alumni, and they share a passion for watching the games. GO BLUE! 💛💙

Wondering how markets have typically performed around presidential elections? Here are four lessons we can draw from history.

Elections and the markets: 4 lessons from the past By looking at the past, we can learn four valuable lessons about how elections impact the markets. Explore market insights from Edward Jones.

Yesterday, I had the pleasure of visiting Girl Scouts of Southeastern Michigan Detroit Service location to prepare for an upcoming workshop with my Edward Jones colleagues. We are excited to inform girls about careers as financial advisors.

Next month, we will return to host local girls in earning their Finance and Entrepreneur badge. They will learn about investing and marketing their services to the public.

Our practice takes pride in celebrating the significant milestones in our clients' lives! Whether it's weddings, birthdays, or new family additions, we understand the importance of securing a financial future for every aspect of your life.

I'm excited to share a new significant milestone of my own; Sean and I are expecting our first child in February!

Are you or a family member planning to attend school next fall? Don’t forget the FAFSA, one of the most popular options available for college expenses. Learn more and start planning today.

Paying for College Discover smart ways to plan and pay for college. From Edward Jones and EVERFI

Wildlife Wednesday
This baby deer stopped by our office today.

We hope you can join us for this free informational session on Wednesday, August 28th at 6:30 pm via Zoom.

Have questions about this year’s election and how it will affect the markets?

We are hosting a quick call in partnership with Invesco discussing their piece titled “People care about Elections, Markets Don’t”.

All are welcome! Registration is required.

https://edwardjones.zoom.us/webinar/register/1017199304667/WN_mg1IBmZQS5OnJehtzhofiw

Last month Jackie and her husband Sean traveled to Slovenia with other Edward Jones Advisors. Here they are on the property of a world award winning Olive Oil Press. Olive Oil is one of Slovenia's largest exports.

They made it — your high school graduate is ready to embark on the next adventure. As you prepare to send your child off to college, here are 6 things to consider as they take their next step.

Sending a child to college 6 things to consider

Being a firm for all is our legacy and our future, and it is my privilege to create inclusive environments where diverse perspectives can thrive. I am so excited my efforts to help strengthen our firm earned me a coveted seat at this year's Edward Jones Diversity, Equity and Inclusion Conference in St. Louis! It's particularly humbling because fewer than 150 financial advisors were invited out of the firm's more than 19,000 financial advisors across the U.S. and Canada. I look forward to the opportunity to join hundreds of my colleagues from across Edward Jones, and I expect to sharpen my acumen and bring back great ideas to continue to build the bridges that connect us all.

Did you know 84% of high school students are concerned about their financial future?

At Edward Jones, we see an opportunity to take that concern and turn it into confidence. Since 2020, we have partnered with EVERFI on our Financial Fitness curriculum, a digital education initiative designed to empower high school students, clients, investors and families to gain a deeper understanding of the fundamentals of investing, the global marketplace and foundational financial concepts.

We’ve set a goal of impacting one million adults and youth by the end of 2025, and have already reached more than 407,000 learners. Even more powerful, though, is the impact we've seen in the communities we're serving with this program. Through this work, Edward Jones is advancing our purpose to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. https://bit.ly/3A52XGN

Jackie Duggan receives Edward Jones Award for Exceptional Achievement in Building Client Relationships

Duggan was one of only 1,101 Edward Jones financial advisors to receive the Jim McKenzie award.

The award is named after Jim McKenzie who, following in his father's footsteps, joined Edward Jones in 1962, opened a branch in Kearney, Neb., and spent his career contributing to the well-being of his clients, colleagues and community.

Wealth and leisure used to define success in retirement, but not anymore. Today it centers around four pillars — health, family, purpose and finances.

Four pillars of the new retirement Our research in partnership with Age Wave reveals four key pillars to consider for living well in today’s new retirement.

Summer is a great time to teach your kids about money. Here are some tips and tricks for teaching your children about finances.

How to maintain financial wellness Stick to a strategy

Summer is here and you might find your family spending more money on activities, vacations and more. Plan ahead on your family expenses so you can maximize the fun.

Budgeting for Families Learn more about how you can create budgeting solutions for you and your family. From Edward Jones and EVERFI

Summertime, and the living’s easy. Now that you have a little time to yourself, you can start thinking about how to strengthen your financial fitness. Need help? Let’s chat.

Take control of your financial fitness (US|EN) Real-world advice to help you develop financial skills for all stages of your life www.edwardjones.com/us-en

The team’s all back from their holiday weekend adventures tomorrow and excited to serve our clients.

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

Planning to help pay for a minor's summer camp fees, extracurricular equipment, school tuition or certain other costs? Opening a custodial account can be a solid option for those who want to gift a minor with cash or investments for their benefit.

Custodial Accounts If you want to give a minor a gift of investments or cash, opening a custodial account may be one solution. A custodial account is managed by a custodian on behalf of a minor who is the account owner. These accounts hold assets the custodian use for various reasons as long as the minor benefits from...

Another great year at the Summer Regional!

It’s always nice coming together, learning from my peers and raising money for Alzheimer’s Awareness.

In four years at the firm my life has completely changed for the better. I feel so blessed to be apart of such an amazing organization.

The June 30 deadline for filing the FAFSA to receive financial aid for the next school year is just around the corner. That yearly deadline can also be a good reminder to consider the different education savings options available to you.

Read about education savings strategies From 529s to bonds, etc.

Does winter weather have you dreaming about summer vacation? Get started planning for your future fun in the sun with a solid budget and saving strategy.

Creating a Budget Learn strategies, tips, and tools to stick to your budget and achieve your financial goals. From Edward Jones and EVERFI

Summer is officially here! Time to go out and enjoy the sunshine. What’s your favorite summer pastime?

Happy Juneteenth! Today, we commemorate this important day in American history and reflect on what we can do to ensure an equitable and just future for all.

Dreaming of taking that amazing vacation you've always wanted? Here's a list of things to consider if you want to make that vision a reality. I'm also happy to discuss concrete steps that can improve your odds of jetting (or driving) off to that dream destination.

How to plan your dream vacation Is there a travel destination on your bucket list?

Happy Father’s Day!

Today Jackie and her Dad grilled and played Clue to celebrate.