Edward Jones - Financial Advisor: Debbie Spittler

The stock market's six-week winning streak came to a halt last week, as rising bond yields began capturing investors' attention. We examine the forces driving the recent rise and explore the potential for further increases.

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

You may find yourself asking, "How can I become a more tax-efficient investor?" as you balance managing your wealth with saving for retirement, funding your children's education and creating a future legacy. Read these six tips and call me to discuss how I can help.

Tax-efficient investing for high earners Practical and proven strategies you can take to become a more tax-efficient investor.

Halloween's just around the corner. Attending a big costume party, taking kids trick-or-treating or planning a quiet night at home? Whatever your plans this year, download our mobile app so you can sign in to Online Access and check your progress from wherever you'll be.

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Social Security benefits play an important role in many people's retirement plans. We recommend deciding when to start taking those benefits by viewing it through a "LENS" perspective—Life Expectancy, Employment, Need and Spouse.

Understanding your social security options Some things to think about – from your life and family, to how taxes may impact your decision.

The stock market has delivered a stellar performance so far in 2024, touching new all-time highs again last week. If it holds onto current gains through year-end, this would be the second straight calendar year with a return above 20%, a somewhat rare feat.

In our latest Weekly Market Wrap, we take a look at similar strong periods in the past, and what current conditions signal about the potential for another win in 2025.

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

Due to a longer life expectancy, women may spend twice as many years needing care during retirement and, consequently, twice as much money for it. Let's discuss how we can help you build financial strategies now that can provide you with options for long-term care, including where you receive it and from whom.

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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 June 18–26, 2024) executed by Morning Consult (among a U.S. national sample of 5,998 adults reflecting the demographic profile of the United States) combined with interviews and discussion groups with 43 women between the ages of 25 and 71 conducted in June 2024 (interviews) and July 2024 (discussion groups).

This boost in benefits can help retirees better meet their day-to-day needs as costs increase.

Social Security COLA 2025 The Social Security Administration just announced updates to the Social Security cost of living (COLA) adjustments and other updates going into effect in 2025.

As we mark the two-year anniversary of the bull market, we assess how the economic and market environment has evolved and explore what might come next.

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

Are your investments causing too much capital gains tax? Understanding capital gains and how they’re taxed is key to potentially reducing your capital gains tax burden.

3 strategies to help reduce your capital gains tax (US|EN) Are your investments causing too much capital gains tax? Understanding capital gains and how they’re taxed is key to potentially reducing your capital gains tax burden.www.edwardjones.com/us-en

By combining or “stacking” several years’ worth of giving into a single year, you may be able to realize greater tax savings by itemizing this year and taking the standard deduction in subsequent years as planned.

Charitable stacking: A long-term strategy with tax benefits (US|EN) By combining or “stacking” several years’ worth of giving into a single year, you may be able to realize greater tax savings by itemizing this year and taking the standard deduction in subsequent years as planned.www.edwardjones.com/us-en

What does the Federal Reserve's recent rate-cutting cycle mean for markets and the economy? We discuss the implications on the broader economy, stock markets and bond markets.

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...

Don't feel overwhelmed trying to plan for health care expenses during retirement. I can help you estimate future health care costs and factor them into your overall financial strategy.

Health care in retirement Make sure to prepare for costs

We all know that life can send financial setbacks when we least expect them. You may not be able to plan on when they'll happen, but you can start a "rainy day" emergency fund now to help weather any unscheduled storms.

Build your emergency fund Tips on how much to save

Markets have performed quite well in the lead up to this year's U.S. presidential election. As we advance toward – and beyond – November 5th, our latest Weekly Market Wrap provides perspective on what markets have done after elections as well.

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

Many things in life may be beyond our control, but consider embracing the power of 3 when planning how to save for retirement. Time (how long you save), money (how much you save) and return (how much your investments earn) are simple but powerful concepts. Learn how I can help.

Saving for retirement now? Tips for getting started

It's important to understand what makes wills different from trusts when strategizing a comprehensive estate plan. Read about the differences here and let's discuss how I can work with your estate-planning professionals to help ensure your estate plan matches your goals.

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.

Our Head of Wealth Management Advice & Solutions Lena Haas shared advice for talking about inheritance with loved ones in a recent Yahoo! Finance interview. Give it a watch and reach out with any questions.

Inheritance planning: Here's how to start the conversation Inheritance planning is a crucial but often overlooked aspect of financial management, with many people feeling uncomfortable discussing it. Edward Jones Principal and Head of Wealth Management Advice & Solutions, Lena Haas, joins Wealth! to share insights on having the important conversation about....

Some weeks are more consequential than others in shaping the market narrative, and last week was one of them.

The Federal Reserve delivered on what markets have been hoping for and anxiously anticipating over the past two years. Interest rates were cut by a larger-than-typical 0.5%, signaling a critical turning point in the monetary policy cycle.

We offer five key takes on what last week's announcement means for the economy and markets.

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

With today’s ever-changing economic environment, certificates of deposit (CDs) can help offer a higher level of security for your savings and income dollars.

Certificates of Deposit You can buy certificates of deposit at your local bank, but Edward Jones may be an even better option.

Edward Jones is proud to be the #1 employer of women financial advisors in North America*

Our commitment to creating a supportive, flexible, and equitable workplace empowers women to thrive and succeed.

Join us in celebrating this incredible achievement.

*Based on the most recent quarterly earnings results as of 6/30/24, and FINRA registration for producing advisors.

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We know it can be easy to lose track of appointments when caught up in the hustle and bustle of life. That's why Online Access makes it so easy to request appointments with your financial advisor, not to mention receive automated reminders for upcoming meetings.

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Investors focused in on inflation data last week, with markets continuing to filter the balance of consumer price trends and economic readings through the lens of what it means for Fed interest rate moves ahead.

We zoom in on key items that were in the frame last week, and then zoom out for a better view of the bigger picture for the markets.

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

As we set our eyes on September and October, the two-month stretch before the U.S. presidential election, we offer three perspectives on market volatility.

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...

After last week's soft jobs report, markets continued their risk-off positioning that began in the seasonally volatile month of September. We share our view on the slowing labor market and recommendations for investors in the current backdrop.

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

With the presidential election only months away, you may be tempted to make emotional decisions regarding your finances. But before you do, let’s explore three key trends on what history tells us about elections and stock markets.

3 takeaways on U.S. presidential elections and stock markets (US|EN) While the presidential election is in November, it's important to explore key historical stock market trends for perspective.www.edwardjones.com/us-en