Edward Jones-Financial Advisor: Joshua Thacker
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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.
Wishing you a happy Labor Day filled with friends, family and fun times for all! How are you celebrating?
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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.
Markets spent the past week largely treading water. While there were no major surprises, we do think the Federal Reserve's freshest commentary provided three key takeaways that will be important for markets ahead.
Weekly market wrap A summary of last week's market highlights and economic news.
Tech support scams are on the rise, costing investors millions of dollars each year. Learn how to spot these scams here: https://bit.ly/4g8oySS
In that back-to-school mindset and curious about your options to fund a student's education when they're ready for college? Planning now could help save you a lot of worry in the future.
Read about education savings strategies From 529s to bonds, etc.
Markets over the past week continued to recover from the previous week's sharp pullback.
In our view, the backdrop of softer inflation and cooling but positive economic growth still points to a Fed that will likely begin cutting rates as soon as the September 18 FOMC meeting.
Weekly market wrap A summary of last week's market highlights and economic news.
For any investors that were looking the 2024 gift horse in the mouth, last week showed some teeth. We don't think the recent pullback should be patently dismissed, but panic is not the proper reaction either.
Weekly market wrap A summary of last week's market highlights and economic news.
Did you know you may be able to use insurance to help fund your legacy goals? Take a look, then let's chat.
Setting inheritance expectations Fund your legacy
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.
The final week of July was a whirlwind, filled with a flurry of earnings reports, three central bank meetings and key labor market data. We look at five key turning points that may define performance in the months ahead.
Weekly market wrap A summary of last week's market highlights and economic news.
As interest rates have crept back up from their multiyear lows, it’s important to revisit your debt management strategy. Here are 8 key tips to help get started.
Your playbook for paying down high-interest debt (US|EN) As interest rates have crept back up from their multiyear lows, it’s important to revisit your debt management strategy.www.edwardjones.com/us-en
Check out this financial checklist for new grandparents, and let me know if I can answer any questions!
Guidance and Perspectives (US|EN) Get insights from Edward Jones professionals, and see what our strategists' perspectives mean for you.www.edwardjones.com/us-en
After more than 1 ½ years of large-cap growth sectors and the "Magnificent 7" leading the market, what has caused a somewhat sudden rotation away from the tech darlings? We highlight three key elements.
Weekly market wrap A summary of last week's market highlights and economic news.
Did your last homeowners insurance bill make you do a double take? Due to more frequent and extreme weather events and high costs of labor and construction materials, homeowners insurance premiums have increased dramatically. However, reducing or dropping your coverage could be a costly mistake down the road.
5 pitfalls to avoid with your homeowners or renters insurance (US|EN) Homeowners insurance premiums have increased dramatically in recent years. However, reducing or dropping your coverage could be a costly mistake down the road.www.edwardjones.com/us-en
Paying down debt can help mitigate money-related stress. It can also improve your cash flow and financial flexibility as you’ll allocate less money to interest, leaving you more for other goals. I can help you determine which debt you should pay off first.
Should I pay down debt or invest? The decision to pay down debt or invest is more about you as an individual than it is about the math. Your decision may depend on multiple factors
As we kicked off 2024, one of our 10 key calls for the year was our view that while equity markets would continue to perform well, the market's underlying leadership would rotate, broadening out beyond 2023's Magnificent Seven concentration.
We take a look at how this recently showed up within three key market matchups, and what it may mean for investors' portfolios.
Weekly market wrap A summary of last week's market highlights and economic news.
If you haven’t begun thinking about estate considerations, you’re not the only one. That’s why I’m here to start the conversation. Send me a message so we can get started.
Everyone should have a legacy strategy Choose the tools you’ll use
Check out our midyear review and outlook for the back half of 2024 in our latest Weekly Market Wrap.
Weekly market wrap A summary of last week's market highlights and economic news.
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?
Confused about how much life insurance your loved ones might need to cover expenses if your income is no longer available? Use this life insurance calculator to help estimate the amount of coverage that might work best for you.
Life insurance calculator: How much do you need? How much coverage do you need? Get an estimate to aid your decision-making process.
Most of us want to live retirement on our own terms, but we may not be sure how to make that happen. Check out these eight ways to help get you started working toward that future you envision.
Retirement goes beyond just dollars View our list to prepare
Our latest Weekly Market Wrap discusses a potential silver lining to the cooling economy and how inflation may also be resuming a gradual cooling period. Read on for potential effects on the markets, whether or not we see moderating inflation.
Weekly market wrap A summary of last week's market highlights and economic news.
Here’s to the land of the free and the home of the brave. Happy Independence Day!
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.
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
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