Edward Jones-Financial Advisor: Blake Summarell

Edward Jones-Financial Advisor: Blake Summarell

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Boost your retirement income with these 3 tax strategies 22/03/2023

Want to reduce your future tax bill? Here are 3 actions you can take now that can help reduce your tax liability in retirement:

Boost your retirement income with these 3 tax strategies 3 things you can do now to help reduce your future tax bill

Questions about Edward Jones tax forms 14/03/2023

At Edward Jones, we want your tax preparation to go as smoothly as possible. This article answers some frequently asked questions about your Edward Jones tax forms:

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

Avoid these common tax-filing mistakes 08/03/2023

Remove some of the stress from tax season by avoiding these five common tax-filing mistakes:

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

Boost your retirement income with these 3 tax strategies 22/02/2023

These 3 strategies can provide you with extra flexibility (and potentially higher after-tax income) in retirement:

Boost your retirement income with these 3 tax strategies 3 things you can do now to help reduce your future tax bill

4 facts you need to know about Social Security benefits taxation 16/02/2023

With tax season upon us, now is a good time to evaluate how your social security benefits contribute to your overall tax liability:

4 facts you need to know about Social Security benefits taxation How your Social Security benefits are taxed and what you can do to reduce your tax burden

2023 tax season: What you need to know 07/02/2023

We've seen many changes at tax time these past two years, and the 2022 tax year is no exception. Here's what you need to know about this year's tax season:

2023 tax season: What you need to know From inflation adjustments to the expiration of pandemic-related tax breaks to newly effective laws, here are some changes that could impact your 2022 taxes.

24/11/2022

Happy Thanksgiving!

11/11/2022
How much should I take from my Investments? 30/08/2022

How much should I take from my Investments? How much you withdraw from your portfolio each year can play a role in how long your money could last.

Weekly market wrap 28/08/2022

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

Mahajan Doesn't Expect Another 20%+ Drawdown in Equities 09/08/2022

Mahajan Doesn't Expect Another 20%+ Drawdown in Equities Mona Mahajan, senior investment strategist at Edward Jones, discusses her investment strategy. She says another 20 percent-plus drawdown in equities is unlikely. She speaks with Bloomberg's Shery Ahn and Haidi Stroud-Watts on "Bloomberg Daybreak: Australia." (Source: Bloomberg)

Inflation should start to moderate by end of 2022, says Edward Jones' Mona Mahajan 05/07/2022

Inflation should start to moderate by end of 2022, says Edward Jones' Mona Mahajan Mona Mahajan, senior investment strategist at Edward Jones, joins CNBC's 'Squawk Box' to discuss her market outlook and fears of a U.S. recession.

28/06/2022

New rules may reduce the amount of required minimum distributions (RMDs) from your traditional IRA and 401(k). Here are some strategies to consider. https://bit.ly/3A6tqFt

18/06/2022

High inflation has prompted the Federal Reserve to accelerate its pace of rate hikes, increasing the headwinds to the economic outlook. Markets continue to exhibit elevated volatility in response, with the stock market seeing additional pressure last week. Our latest Weekly Market Wrap provides perspective on what's changed for the economy and how investors can position to navigate this volatility. https://bit.ly/3Qs5a6l

16/06/2022

The Fed raises rates by 0.75%: Its inflation battle continues
The Fed's updated projections do not indicate a pending recession, but a slowdown is likely. https://bit.ly/3tGPwud

Stocks edge near bear market 20/05/2022

Stocks edge near bear market Mapping the path for a durable rebound

Growth concerns overshadow fundamentals 29/04/2022

Growth concerns overshadow fundamentals A deep dive into recent market volatility.

23/03/2022

Our four legged clients are always welcome 🐶

10/02/2022

Do you think Mae was excited about her Valentines party at school?!?

Edward Jones celebrates 100 years of impact 01/02/2022

Edward Jones celebrates 100 years of impact Edward Jones will set the stage for the continued growth of firm's impact in the next 100 years.

Our market pulse at your fingertips 26/01/2022

Our market pulse at your fingertips We're committed to keeping you in the know about the latest market movements.

2022: The bull market may get bumpier 09/01/2022

2022: The bull market may get bumpier Here we analyze three factors driving high returns, factors that could derail the bull market, and what we can expect in 2022.

09/12/2021

We wish you a Merry Christmas!

Honoring all who served 11/11/2021

Those who live in freedom will always be grateful to those who helped preserve it.

Honoring all who served With heartfelt appreciation on Veterans Day.

13/10/2021

My little lunch surprise 😍

Money mistakes happen 13/10/2021

Money mistakes happen Here’s how to move past them

15/07/2021

Nothing like little giggles to get your Thursday off to the right start.

Happy Independence Day 04/07/2021

Let's celebrate our freedom from sea to shining sea.

Happy Independence Day On America's birthday, there is so much to celebrate and appreciate. We wish you a safe, festive and fun Fourth of July holiday.

Investment calculator: Realize the power of long-term savings 01/07/2021

To see the power of long-term saving, enter the initial investment amount, an estimated rate of return and how long you plan to save. [EDJ2021]

Investment calculator: Realize the power of long-term savings What’s the impact of saving over time? Enter an investment amount to see the power of long-term savings.

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