Edward Jones Associate: Amy Shreve

June is National Homeownership Month! If you're uncertain whether your family budget can handle buying a new home, let's talk. We can create a financial strategy to help you achieve your goals.

Balancing the family budget Know where your money goes

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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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

Our Managing Partner Penny Pennington's recent article, "We Aren’t Talking Enough About One Aspect of the Great Wealth Transfer," for the Milken Institute's Power of Ideas series touches on the critical nature of family conversations around the passing of inheritance.

Give it a read and don't hesitate to reach out for guidance to help ensure productive approaches to the shifting of wealth: https://bit.ly/4bk1DjM

Shopping for insurance doesn’t have to be overwhelming; you can navigate the insurance market confidently. Visit our site to evaluate plans and make informed insurance buying decisions.

Shopping for Insurance Learn what to consider and how to avoid bad deals when shopping for insurance. From Edward Jones and EVERFI

You’re invited to an exclusive event Thursday, June 25 from 6-7pm to learn about the nuts and bolts of stock. We’ll discuss the difference between common and preferred, how dividends and capital appreciation work, ways to craft your stock strategy, and different ways to own stock. RSVP today via DM or call the office to reserve your seat.

Did you know that cash can be included as part of a well-diversified investment portfolio? It can actually be seen as a distinct asset class within fixed income. Contact me today to learn more.

Your cash and credit options Here are the services we offer

By incorporating a solid strategy that considers different options for balancing and achieving your short- and longer-term goals, you'll be able to enjoy life now without compromising your future security.

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.

Have you ever received a call, text or pop-up on your electronic devices alerting you to suspicious activity? Beware, it could be a tech support scam. Learn more: https://bit.ly/3XdygvV

Tech support scams are on the rise, costing investors millions of dollars each year. Learn how to spot these scams here: https://bit.ly/3KwaL9Z

Edward Jones was recently named among the 2024 Fortune 100 Best Companies to Work For®️ by Great Place To Work®️ and Fortune®️ magazine. Hear more from our Managing Partner Penny Pennington about what sets our firm apart.

2024 Fortune 100 Best Companies to Work For, published April 2024, research by Great Places to Work, data as of August 2023. Compensation provided for using, not obtaining, the rating.

Driving financial success by putting people first Edward Jones retains its top talent through purpose-driven work, professional development opportunities, and a spirit of caring.

In a study we conducted, one-quarter of respondents revealed they'd like to learn more about investing, debt management and retirement planning to help build a stronger financial future. Boost your financial knowledge with one (or more) of these lessons.

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

May 29 is National 529 Day – a great chance for families to learn more about their options to save for a child's (or an adult's!) future education. Feeling overwhelmed trying to learn the ins and outs on your own? Don't stress. I can help tailor a strategy to work toward your education goals.

What’s a 529 plan? Saving money for college

To those who gave their lives so we could be free—we honor you. We will always remember your sacrifice.

Please join us for a seminar that will help you see beyond today’s worrisome headlines, take advantage of future trends, and put long term investing stratigies to work for you.
We will be hosting Jen McFarland of Hartford Funds for their presentation of Media Replay on June 5, 6pm. Dinner is provided. Call or message to RSVP.

As you consider how you'll transfer your wealth to the next generation, it's important to discuss your plans with your family to avoid any misunderstandings. Watch this webinar live on May 22 at 3 p.m. CT or on demand after.

The Great Wealth Transfer Talk Wednesday, May 22, 2024 at 3:00 PM Central Daylight Time.

It's 529 Month, let’s invest in knowledge! Get started with our lesson to understand the power of 529 plans and strategies to help pave the way for your loved ones' educational success.

529 Plans Learn about the process, benefits, risks, and tax implications of using a 529 plan to save for college. From Edward Jones and EVERFI

Working toward retirement savings, preparing for the unexpected and estate planning can support a more complete financial strategy and help protect your financial future.

Do you have these 3 financial goals covered?

Building home equity and saving on interest may make paying down your mortgage seem attractive. But while it may be tempting to put extra cash toward paying down debt, it may not always make the most financial sense.

Should you pay down your mortgage or invest? If you've refinanced or have extra money – you might think it's a good idea to pay-down your mortgage. But, your decision should depend largely on your debt-to-income ratio and your financial goals.

Market volatility can be uncomfortable. But a disciplined, well-diversified approach to investing that keeps your financial goals in the driver's seat can help you control emotions when markets get tough.

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

Unhappy with your tax bill this year? Here are 3 things you can do now to help reduce your future tax burden.

Boost your retirement income with these 3 tax strategies 3 things you can do now to help reduce your future tax bill

Did you receive a tax refund this year? If so, you may want to consider using your refund to help you achieve your financial goals. Here's how.

How can you use your tax refund? Let’s count the ways Receiving a tax refund? Consider these options on how to use the money received.

Nearly three months into 2024, markets have certainly moved higher, but has market leadership expanded beyond the Mag 7? And if so, what are the conditions we'd need to see in place to see further broadening of leadership?

Our Principal and Senior Investment Strategist Mona Mahajan covers this and more in our latest Market Compass.

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...

Your multiple savings goals don’t need to be achieved all at once. You can prioritize your goals and set benchmarks to check your progress along the way. Learn how with these four strategies.

Saving strategies: Where to put your next dollar (US|EN) Here are four strategies to help you make the most of your savings and balance your goals.www.edwardjones.com/us-en

There are only three weeks left to file your taxes—do you have everything you need to file? Use this checklist to help make sure you are all set to file your taxes by the April 15th deadline.

Do you have everything you need to do your taxes? Ready to file your federal income taxes? Use our tax filing checklist to help ensure you have all the tax forms you need to complete your return.

A will, a living trust — what’s the difference? Knowing what’s right for you is essential to putting together a comprehensive estate plan. Take a look at the benefits of each document.

Will vs. trust: What's the difference? It's crucial to create an estate plan that leaves the legacy you desire. Understanding the difference between wills and living trusts can help.

Every dollar saved in taxes is one more you can spend, save, give or leave as a legacy. Here are three tax-smart strategies you should consider to potentially reduce taxes now or in the future.

3 strategies for tax-smart investing Every dollar you save in taxes is one more you can spend, save, give or leave. Here are three ways to potentially reduce your taxes now or in the future.

A traditional IRA is a tax-deferred account designed specifically for retirement savings. An IRA helps you save money over time; however, its rules and regulations can change often.

Understanding IRA rules and regulations Saving for retirement

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.

Both traditional and Roth IRAs offer tax-advantaged ways to save for retirement. However, there are differences, mostly around how and when your money is taxed.

Roth IRA vs. traditional IRA: What’s the difference? Both IRAs offer tax-advantaged ways to save for retirement. However, there are differences. Understanding them can help you make decisions for funding your retirement.