Edward Jones - Financial Advisor : Rusty Surber

Looking to take your practice to the next level?

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

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Did you know you can have a 401k and an IRA at the same time? Check out our lesson to learn more about the advantages of IRAs and if one is right for you.

Individual Retirement Accounts (IRAs) Learn about the features, benefits, and different types of IRAs as tools for retirement savings. From Edward Jones and EVERFI

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.

Happy Labor Day! Today, we celebrate the achievements and honor the sacrifices of workers past, present and future.

Racking your brain to figure out how to afford that family vacation you've always dreamed of taking? I can help you plan how to work toward achieving short-term financial goals, whether they include bucket-list trips, special occasions like weddings or big purchases like cars and homes.

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.

Recently changed jobs or decided to retire and have a 401(k) plan to consider? Learn which of these four options might work for you: Leaving it, moving it, rolling it over to an IRA or cashing it out (and the potential tax consequences).

401(k) rollover options Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

How you fill out your W-4 can help determine if you will get a refund or owe money come tax time. Take steps to avoid common mistakes that often lead to underpayment penalties.

Your W-4 can help avoid surprises during tax season (US|EN) Learn how your W-4 options can help determine if you get a refund or owe money come tax time.www.edwardjones.com/us-en

Edward Jones associates in the Seattle area joined together this summer to make a positive impact by supporting Fred Hutch Obliteride®️.

203 Edward Jones team members biked, walked, ran, volunteered, participated virtually and raised awareness to help cure cancer faster and promote healthier futures.

More than $8 million (and counting!) has been raised to help Fred Hutch Cancer Center's efforts to advance prevention, detection, treatment and cures, according to the organization. Edward Jones proudly supported this year's initiative as the volunteer sponsor.

Contributing to a cause and participating in or volunteering for a charity or charitable event is a personal decision and completely voluntary.

I am seeking an on-call Branch Office Administrator to support my business and as I help our clients achieve their long-term goals. Please contact me to learn more.

Make a difference as a Client Support Team member at Edward Jones. Learn more about the opportunity at our next 30-minute webinar, featuring Edward Jones associates and recruiters.

Client Support Team Webinar

Interested in growing your practice?

Experience Edward Jones firsthand and find out how to take your business to the next level.

Join us October 9-11, 2024 for our Premier Due Diligence event.

https://bit.ly/3yLbUIF

As an on-call Branch Office Administrator with Edward Jones, you'll play a key role in supporting our clients and branch team. I'm currently seeking candidates for an opportunity on my team. Please reach out to learn more.

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.

There's no guarantee the backdoor Roth IRA strategy will be available for every high earner. Consider these three questions to help decide whether it could be a workable option for you, then call me to discuss further investment-related considerations.

Can high earners still invest in Roth IRAs? A backdoor Roth IRA enables you to realize the tax benefits of a Roth IRA, even if your income exceeds the IRS earnings ceiling for Roth contributions.

According to the Society of Actuaries®️, about 1 in 4 workers can expect to face a disability lasting 90 days or longer during their careers. Let's discuss how to create a strategy to help protect your financial goals in the event you experience a disability.

Preparing for the unexpected: Disability risk If you couldn’t work, how would you cover your expenses? Find out how a potential disability could impact you, and what you can do now to protect against it.

You know how to build relationships. We’ll support you in building your business.

New Financial Advisors A career as an Edward Jones financial advisor offers unlimited earning potential and extra support to build your practice. Explore a career at Edward Jones.

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.

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The end of summer often means heading back to school (for loved ones if not yourself), but Online Access can also help you get back to the basics with your financial goals. Easily view account performance during your time with Edward Jones on the web or on the go with our app.

Gain a Big-Picture View Connect and view accounts you have elsewhere in Online Access.

Interested in growing your practice?

Experience Edward Jones firsthand and find out how to take your business to the next level.

Join us October 9-11, 2024 for our Premier Due Diligence event.

https://bit.ly/3SYMU7H

Interested in growing your practice?

Experience Edward Jones firsthand and find out how to take your business to the next level.

Join us October 9-11, 2024 for our Premier Due Diligence event.

https://bit.ly/3YSIR0u

Are you and your family ready to learn more about important financial topics? Take that next step and see your knowledge grow by reviewing these short, interactive financial modules.

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

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.

When it comes to our financial relationship, we know that confidentiality is key. Take a moment to read through our privacy practices and then send me a message so we can get started.

Privacy and security center (US|EN) Learn how we work to protect your information and how you can help protect yourself.www.edwardjones.com/us-en

Curious how Edward Jones works with you to help guide your investments? Whether it’s hands-on or hands-off, we have strategies in place that will work for you.

How we work with you Strategies with you in mind

What drives bond prices? And what should you expect from your bond returns? Let’s revisit the case for bonds with some perspective on these and other key questions.

7 key questions about owning bonds today Want to talk about bonds? We’re here to help.

Is it time to kick your retirement planning into high gear? Review this checklist to make sure you understand how things like Social Security, health care expenses and transitions from saving to spending could affect your income strategy after you retire.

Are you saving for retirement? Read through this checklist

Interested in growing your practice?

Experience Edward Jones firsthand and find out how to take your business to the next level.

Join us October 9-11, 2024 for our Premier Due Diligence event.

https://bit.ly/4dosq0a

The recent market selloff was dramatic and perhaps even jarring for investors as they kicked off the first week of August.

Our latest Market Pulse analyzes recent activity and shares our outlook for the remainder of the year.

Recent Market Volatility | Edward Jones The August 5th drop in the Dow Jones and S&P has been jarring for investors. Get our view of what this could mean for investors in the coming months.

Stay up to date with the latest developments, trends and daily insights on the market.

Daily market snapshot Stay up to date with latest developments, trends, and daily insights on the market. Get a comprehensive look at market movements, international updates, economic indicators, and our expert's analysis.

Just because you're a one-person business doesn't mean you can't plan for retirement like a large company. Learn more about our Edward Jones Owner K®️ — an owner-only 401(k) plan for business owners with no employees except their spouses — and whether it could suit your needs.

Owner-only 401(k) plan Read through your options