Edward Jones-Financial Advisor: Caitlin Baney

Planning ahead can be crucial to ensure your assets pass to the loved ones or charitable causes you prefer after death.

We're happy to collaborate with you, your attorney and your tax professional to create a financial strategy for the legacy you wish to leave. Let's discuss!

Defining your legacy Ensuring your assets are handled according to your wishes requires planning.

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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With the first half of 2024 now in the books, our latest Weekly Market Wrap takes a look at a few notable winners and losers in the markets. Check out our views on what that performance means for the remainder of the year.

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

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

Diversity, Equity and Inclusion isn't new at Edward Jones, but what does it look like at our firm? Learn how we define DEI, the steps taken over the last 30 years to better serve our clients and associates, and how we hold ourselves accountable on our new Diversity, Equity and Inclusion page.

Read more:

Diversity, Equity, and Inclusion - Edward Jones What does diversity, equity and inclusion look like at Edward Jones? It means, no matter who you are or what your circumstance is, you can see yourself here — and thrive.

Whether you’re planning to leave or receive an inheritance, now is the time to have the Great Wealth Talk. Here are 4 key tips to help get started.

The Great Wealth Talk: 4 tips to help normalize the inheritance discussion (US|EN) Having discussions about the inheritance you're planning on leaving doesn't have to be uncomfortable. Explore these four tips that can help normalize the conversation.www.edwardjones.com/us-en

In our latest Weekly Market Wrap, we explore the current state of the consumer, the outlook for spending and the implications for both the economy and the markets.

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

Got a big-ticket trip to some amazing location in mind? I can help you plan a strategy for short-term financial goals like vacation travel or home renovations.

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.

Learn about common types of fraud and what to look out for to help keep you and your loved ones protected.

Be aware: 6 red flags to help you recognize fraud (US|EN) Learn about common types of fraud and what to look out for to help keep you and your loved ones protected.www.edwardjones.com/us-en

The June FOMC meeting and U.S. inflation data were front and center last week, with both offering some positive news for the bulls. Our Weekly Market Wrap highlights potential market opportunities ahead.

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

Planning to buy a home or do some home renovations? It's important to be intentional about how you fund it. If you go the route of borrowing, using debt strategically is key.

Reserve Line of Credit (US|EN) Edward Jones clients have the option to borrow funds by using securities and assets within eligible accounts. Learn more.www.edwardjones.com/us-en

The onset of summer coincided with signs of a cooling economy and mixed signals on the labor market, best described as a gradual normalization rather than a sudden shift.

We highlight four trends to watch in our latest Weekly Market Wrap.

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

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

A certificate of deposit (CD) lets you invest your money for a set period to earn a fixed rate. For some, a CD presents the ideal combination of reliable returns and low risk.

How to Invest in CDs See Edward Jones' tips when buying CDs.

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.

This year's intense focus on the timing of a potential Fed rate cut, as well as the mania around AI, have been well documented. But there's more to this market than meets the eye.

We share three things that might come as a surprise in our latest Weekly Market Wrap.

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

With summer only one short month away, it's the perfect chance to sign up for Online Access and download our mobile app to easily stay connected, even on the go.

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Regardless of your age, having an estate strategy in place benefits you and your family. When you’re ready, let’s walk through the process, prioritize your goals and work to coordinate with your team of tax and legal professionals.

Everyone should have a legacy strategy Choose the tools you’ll use

Ideally, you want to leave your 401(k) intact until you retire. But if you don’t have other options, know the facts about 401(k) loans and withdrawals.

Tapping into your 401(k): Withdrawal or loan? If you need extra money, should you consider your 401(k)? Know the difference between withdrawing cash or taking a loan.

After 4 weeks of rallying, markets took a breather last week, despite stellar earnings from the artificial intelligence (AI) darling Nvidia. While returns were narrow and concentrated in the technology space early on, diversification will likely be a key theme as the bull market continues and matures.

Find out more in our latest Weekly Market Wrap.

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

Putting an advance care plan in place can help alleviate unnecessary suffering, improve quality of life and ease the decision-making burden on your loved ones.

Advance care planning: Helping to ensure your wishes are honored (US|EN) Learn about these common considerations when developing an advance care plan.www.edwardjones.com/us-en

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

With inflation's peak in the rear view, and the stock market climbing to a new summit in recent days, last week highlighted the role the descent in inflation is having on the ascent in equities. We think these conjoining trends can persist, though likely with a few more hiccups along the way.

Check out our peak perspectives in our latest Weekly Market Wrap.

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

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.

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?

Deciding when and how to leave your wealth to your beneficiaries remains a vital part of your legacy.

Learn more about two main ways to pass along your assets — as an outright gift or as part of a trust – and reach out with any questions.

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Edward Jones, in partnership with Morning Consult and NEXT360 Partners, LLC, conducted a mixed-methods study combining a nationwide online survey (fielded between Dec. 28 and 29, 2023) executed by Morning Consult (among a U.S. national sample of 2,202 adults reflecting the demographic profile of the United States) combined with interviews, focus groups and cognitive mapping conducted by NEXT360 Partners with participants in Atlanta; Charlotte and Raleigh-Durham, N.C.; Cleveland, Ohio; Dallas/Ft. Worth; Denver; Los Angeles; and Phoenix.

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

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

As the first quarter earnings season wraps up, we offer our take on the state of corporate America, which provides a valuable compass for evaluating the overall trajectory of stocks.

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

Life's priorities may change — but your relationship with me and my commitment to helping you realize your goals won't. Check out these 5 tips for starting an investment portfolio.

Already started working on yours? I offer complimentary portfolio reviews and tailored solutions to help you meet your financial goals. Call my office or book time online today.

How to start an investment portfolio Take control of your future with a carefully crafted investment portfolio. Learn the five steps to help secure your financial goals.