Edward Jones - Financial Advisor: John Braden

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

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

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.

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.

In May, markets reached another milestone as the Dow Jones Industrial Average crossed 40,000 points for the first time.

In our latest Market Compass, we discuss whether the fundamental conditions support the move higher in stocks. Can the rally continue, or will it fizzle out?

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...

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.

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.

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.

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.

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.

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.

Tax season can be a stressful time, even without the worry of unintentionally making a filing mistake. To help you out, we outlined 5 tax-filing mistakes you should be on the lookout for this tax season.

Avoid these common tax-filing mistakes Before you file your taxes this year, be sure to avoid these five common tax-filing mistakes.

Have questions about your Edward Jones tax forms? Here are some of the most commonly asked questions we hear from clients during tax season.

Questions about Edward Jones tax forms Answers to some of the most common questions about tax forms.

For 2024, April 15 is the big tax filing deadline. But other deadlines, such as when certain tax forms need to be furnished, are worth noting as well. Use this tax calendar to help you be aware of some of the approaching deadlines.

Tax season calendar View important deadline dates for traders, furnishing tax forms and filing tax returns.

It may seem a ways away, but tax season is right around the corner. But don't fret—tax season doesn't have to be taxing. Over the next few months, we'll be posting some helpful information to help make filing your taxes a little bit easier. In the meantime, check out our Tax Resource Center for tax-filing best practices as well as some tax-smart investing strategies to consider.

Taxes and investing (US|EN) Tax time doesn't have to be complicated. Find what you need here to make it a little easier this year.www.edwardjones.com/us-en

Although a smaller bump this year, this boost in benefits can help retirees better meet their day-to-day needs given rising inflation.

Social Security 2024 COLA Social Security announces cost-of-living benefits for 2024.

One strategy for ramping up your retirement savings is to increase your 401(k) contributions any time your salary goes up. This can help you stay on track as you work toward your retirement goals.

Are your 401(k) contributions keeping up with your salary? Understand the key benefits of funding your 401k and why you should consider increasing those contributions as your salary increases.

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/3Qh2Bos

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

We all want strong investment performance, but with that comes the potential for capital gains taxes. Fortunately, trading at an opportune time within your taxable accounts can potentially reduce your tax bill. Here’s how.

What is tax-loss and tax-gains harvesting? Tax-loss harvesting and tax-gains harvesting involves selling securities to potentially lower or raise capital gains. Learn how to use tax harvesting to manage taxes.

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

Scam artists have been known to impersonate loved ones, tricking older adults into providing personal information that can convince them the call is legitimate. Never give sensitive information (like your social security number or credit card number) over the phone, especially if you can't verify the caller. Learn more about grandparent scams: https://bit.ly/3RSb6J7

October is Cybersecurity Awareness Month. Learn about common types of cyber fraud, red flags and what to do if you or a loved one has been a victim of fraud. Watch this webinar live on Oct. 18 at 3:00 p.m. CT or on demand after.

Protecting Yourself from Fraud Wednesday, October 18, 2023 at 3:00 PM Central Daylight Time.

Some scammers use social media or dating websites to start a relationship with the intended victim in order to ask the victim to send money, usually in the form of gift cards, prepaid money cards or even cash so that it can't be traced. Learn more about romance scams: https://bit.ly/45nnhRi

Thieves want you to act without giving you time to think. If you’re feeling pressured, stop and consider the situation. If an offer sounds too good to be true, it probably is. Learn more here: https://bit.ly/3LTNLD0

Inheritance or lottery scams try to get the victim to send money in order to receive the funds. However, you should never need to send money to receive legitimate winnings. Learn more here: https://bit.ly/46ytmLq

A New York state study found that for every documented case of older adult financial exploitation, another 44 went unreported. Click here to learn more about how to report suspected financial elder abuse: https://bit.ly/45jPJ6z

Research shows that we—not our genes—have a great deal more control over our cognitive health than we may realize. Here are some simple steps that can help protect your most valuable asset: your brain.

How to Age-Proof Your Brain Here are some simple, evidence-based steps that can significantly protect your brain

Although anyone can become a victim of fraud, some scams specifically target older adults. Learn strategies to help prevent elder financial fraud from happening to you or a loved one: https://bit.ly/3F1fE8o