Edward Jones Financial Advisor: T. Scott Hoag

Unsure how to find a financial advisor who will help you prioritize your goals to work toward the future you envision? Review these 10 key questions to consider, and then let's chat about how I can help.

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

Some weeks are more consequential than others in shaping the market narrative, and last week was one of them.

The Federal Reserve delivered on what markets have been hoping for and anxiously anticipating over the past two years. Interest rates were cut by a larger-than-typical 0.5%, signaling a critical turning point in the monetary policy cycle.

We offer five key takes on what last week's announcement means for the economy and markets.

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

After an intensely volatile start to August, nearly all asset classes ended the month with positive returns, with most producing double digit returns over the last 12 months.

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

With today’s ever-changing economic environment, certificates of deposit (CDs) can help offer a higher level of security for your savings and income dollars.

Certificates of Deposit You can buy certificates of deposit at your local bank, but Edward Jones may be an even better option.

Edward Jones is proud to be the #1 employer of women financial advisors in North America*

Our commitment to creating a supportive, flexible, and equitable workplace empowers women to thrive and succeed.

Join us in celebrating this incredible achievement.

*Based on the most recent quarterly earnings results as of 6/30/24, and FINRA registration for producing advisors.

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We know it can be easy to lose track of appointments when caught up in the hustle and bustle of life. That's why Online Access makes it so easy to request appointments with your financial advisor, not to mention receive automated reminders for upcoming meetings.

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Learn why our firm is the right place for your future and hear from Edward Jones leadership who will explain the advantages of transitioning your financial advising practice.

Join us at the Financial Advisor Opportunity Event in Houston on October 23-24, 2024.

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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.

Investors focused in on inflation data last week, with markets continuing to filter the balance of consumer price trends and economic readings through the lens of what it means for Fed interest rate moves ahead.

We zoom in on key items that were in the frame last week, and then zoom out for a better view of the bigger picture for the markets.

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

Deciding when to tap into Social Security is a crucial decision with lasting repercussions. But it doesn’t need to be complicated. Learn how these three factors can help you plan accordingly, avoid surprises and prepare to fill any income gaps in retirement.

Getting the Most Out of Social Security Learn the options and implications for taking Social Security benefits and how to maximize them.

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.

It's never too late to develop financial skills, no matter what stage of life you're at. From just beginning your career to nearing the start of retirement, we can help you take control of your financial fitness.

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

At Edward Jones, we understand money's a thing but it's not everything. Retirement today is a whole new chapter in life that you define. I can help you figure it out.

Retirement is a new life chapter Let's write yours together

The types of retirement accounts can seem dizzying – 401(k)s, Roth IRAs, traditional IRAs, 403(b)s, and 457s, oh my! The good news is that I can help you understand the differences so you can select which one (or more) suits your needs the best. Let's set up time to chat.

401(k) or IRA? We’ve got you covered. Choose from a variety of plans

If you own an IRA and you're not fully funding it each year, you could be missing an opportunity for your investments to grow tax deferred.

IRA contribution limits Roth IRA and traditional IRA contribution limits can change each year. Knowing what they are can help you make sure you take full advantage of their tax benefits for retirement.

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

After last week's soft jobs report, markets continued their risk-off positioning that began in the seasonally volatile month of September. We share our view on the slowing labor market and recommendations for investors in the current backdrop.

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

There's more to the legacy we leave behind than money. In honor of National Grandparents Day, consider how you want to pass on the financial wisdom you've built and the lessons you've learned over a lifetime to your children and grandchildren.

How to pass on your financial wisdom to your family Here are 5 tips to help you grant financial wisdom to the younger generations.

Learning as much as you can about Medicare now can help you significantly once you turn 65, since you'll likely depend upon it to some extent. Understanding how the Medicare premium surcharge could affect you could be key. I'm here to help map out an effective strategy going forward.

When it’s time for Medicare, watch out for IRMAA High-income retirees may face Medicare surcharge

What's your vision for retirement? Paying off all your college debt, retiring somewhere sunny (or maybe cold) or just making sure your family is taken care of? Whatever your financial goals, check out our retirement calculator and then call me to discuss how we can work toward making your goals a reality.

Are you saving enough? Let’s talk about your savings

Simplified Employee Pension (SEP) IRAs can be an easy workplace retirement plan for any business to maintain. But how do you know if it's right for you? Read these considerations and then call me to discuss more.

SEP IRA This is one of the easiest workplace retirement plans to set up and maintain, for any business.

Are you planning your estate and need help understanding some of the terms? Read through our estate planning glossary to familiarize yourself with the lingo.

Thinking about your estate strategy? Visit our estate strategy hub

From personalized financial strategies to lifelong partnerships, an Edward Jones financial advisor supports clients at every stage of life. Explore the role and learn what a day in the life of a financial advisor looks like in our latest Careers blog.

What Successful Financial Advisors Do Every Day Learn more about the day-to-day responsibilities of a financial advisor.

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.

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.