Edward Jones

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

We're exceptionally proud of Ken and Melissa Cella's work as co-chairs of this year's Beacon of Hope Gala in St. Louis. Over 75 Edward Jones associates and guests attended the gala, which raised $1.039 million to benefit the Alzheimer's Association®.

We're equally proud of the 16 associates and guests who helped raise $237,600 to benefit the Alzheimer's Association® at the Era of Hope benefit in Phoenix.

Thanks to everyone who contributed to the success of these events and our ongoing support to help eradicate this debilitating disease.

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

Whether you’re planning to leave or receive an inheritance, now is the time to have the Great Wealth Talk.

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

In honor of Alzheimer's and Brain Awareness Month, we are proud to hear that a clinical trial we've helped fund for preventing Alzheimer's is relaunching in July at Washington University in St. Louis.

Since 2016 Edward Jones has dedicated corporate funds to impact research in the lab, in the clinic and in the community totaling $11 million. In addition to this clinical trial, Edward Jones is supporting two research grants at Washington University to help inform novel strategies for the prevention, early detection and treatment of Alzheimer’s.

We think the theme of normalization across economic activity, employment growth, Fed policy and market leadership will gain importance in the second half of the year.

We highlight four trends to watch in our latest Weekly Market Wrap: https://ow.ly/5y2F50SeTEg

In 1990, Ted and Pat Jones donated $2.2 million to secure and transform a 240-mile stretch of abandoned railroad trail along the Missouri River.

We'd like to say a hearty "thank you" to the nearly 150 participants who recently helped us celebrate Katy Trail Founder's Day by contributing to the care and maintenance of this beautiful resource.

Across four sites in Pleasant Hill, Boonville, Augusta and St. Charles, volunteers hacked hundreds of honeysuckle plants, collected one dozen bags of debris, cleaned park shelters, planted 30 15-gallon trees and potted 150 seedlings. More than 350 hours of volunteer service were dedicated to this worthy cause.

May’s broad-based rally highlights the benefits of maintaining a globally diversified portfolio based on your long-term goals.

Monthly portfolio brief Learn more about portfolio performance, and check out our recommendations for disciplined investors.

Unexpected events can negatively impact your finances and life goals.

Join our webinar to learn strategies that can help safeguard what's important to you in the face of adversity.

To register: https://ow.ly/EvUi50S9SJv

As a Fortune 500®, privately held firm, we hold ourselves accountable to make a positive difference for our clients, colleagues, and communities.

Through the dedication of our 54,000 associates and our branch presence in 68% of U.S. counties, we are committed to helping more people achieve financially what is most important to them.

https://ow.ly/SMFw50S8Bbk

Fortune 500® 2013-2024 published May - June each year, data as of December of prior year. Compensation provided for using, not obtaining, the rating. From Fortune. ©2024 Fortune Media IP Limited. All rights reserved. Used under license.

This year's intense focus on the timing of a potential Fed rate cut, as well as the mania around AI, have been well documented. But there's more to this market than meets the eye.

We share three things that might come as a surprise in our latest Weekly Market Wrap: https://ow.ly/X32150S7B6R

May 29 is National 529 Day – a great chance for families to learn more about their options to save for a child's (or an adult's!) future education.

What’s a 529 plan? Saving money for college

After four weeks of rallying, markets took a breather last week, despite stellar earnings from the artificial intelligence (AI) darling Nvidia.

While returns were narrow and concentrated in the technology space early on, diversification will likely be a key theme as the bull market continues and matures.

Find out more in our latest Weekly Market Wrap: https://www.edwardjones.com/us-en/market-news-insights/stock-market-news/stock-market-weekly-update

You've likely worked hard to plan for your long-term financial objectives, but have you taken the critical steps needed to create safeguards through estate planning?

Estate planning: Covering the essentials and mistakes to avoid (US|EN) While estate planning may be an uncomfortable topic, there are also many benefits to consider.www.edwardjones.com/us-en

Our 12 Business Resource Groups (BRGs) are firm-sponsored and associate-led. Together our BRGs include and celebrate a variety of races, ethnicities, lived experiences and interests, such as Interfaith, Military-Veteran, LGBTQ+ and Allies, Remote Connections, and Green.

Learn more in our sixth-annual Purpose, Inclusion and Citizenship Report, Growing Our Impact: https://ow.ly/tj8c50REl7l

Putting an advance care plan in place can help alleviate unnecessary suffering, improve quality of life and ease the decision-making burden on your loved ones.

Advance care planning: Helping to ensure your wishes are honored (US|EN) Learn about these common considerations when developing an advance care plan.www.edwardjones.com/us-en

With inflation's peak in the rear view, and the stock market climbing to a new summit in recent days, last week highlighted the role the descent in inflation is having on the ascent in equities.

We think these conjoining trends can persist, though likely with a few more hiccups along the way.

Check out our peak perspectives in our latest Weekly Market Wrap: https://ow.ly/cVL250RKLgH

Parents can play a key role in shaping their children's mindsets on finances. That was certainly the case for Lena Haas, principal, Head of Wealth Management Advice and Solutions at Edward Jones.

"The most meaningful advice I've received was from my parents early on. It was simple, but really shaped my mindset. They told me that I should take full ownership of my financial future. My financial success is my personal responsibility and no one else's — not theirs, and not a future partner's. Learning about my finances and making good decisions should start now (these conversations were happening before I moved out to go to college)."

Lena recently shared her early money life lessons in theSkimm's Daily Skimm newsletter as part of our efforts to empower women investors.

Learn more: https://ow.ly/qs9c50RIlCa

Edward Jones was recently named among the 2024 Fortune 100 Best Companies to Work For® by Great Place To Work® and Fortune® magazine. This year, we ranked number 31 on the list.

Our Managing Partner Penny Pennington sat down with FORTUNE to discuss how we retain top talent through purpose-driven work, professional development opportunities and a spirit of caring.

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 the first quarter earnings season wraps up, we offer our take on the state of corporate America, which provides a valuable compass for evaluating the overall trajectory of stocks.

Weekly Market Wrap: https://ow.ly/5Qmw50REk70

Explore the trade-offs between paying off your home sooner and putting more money toward other goals.

Should you pay down your mortgage or invest? If you've refinanced or have extra money – you might think it's a good idea to pay-down your mortgage. But, your decision should depend largely on your debt-to-income ratio and your financial goals.

Caring for an aging parent with dementia is challenging enough. Approximately 25% of dementia caregivers do so while also caring for at least one child. We join the Alzheimer’s Association® in sharing the facts: https://ow.ly/Ucyh50RAPpf.

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

Our Principal and Senior Investment Strategist Mona Mahajan recently joined CNBC's Squawk on the Street to discuss the latest on the Fed, earnings, and labor market, as well as portfolio positioning in this environment.

Watch here: https://ow.ly/IcXP50RzvG2

While passing on inheritances can be a source of pride and fulfillment, only about a quarter of adults feel prepared and confident in the process, according to our recent survey with NEXT360 Partners and Morning Consult.

We've pulled together tips to help facilitate productive family conversations: https://ow.ly/McLz50RyAyv

Edward Jones, in partnership with Morning Consult and NEXT360 Partners, LLC, conducted a mixed-methods study combining a nationwide online survey (fielded between Dec. 28 and 29, 2023) executed by Morning Consult (among a U.S. national sample of 2,202 adults reflecting the demographic profile of the United States) combined with interviews, focus groups and cognitive mapping conducted by NEXT360 Partners with participants in Atlanta; Charlotte and Raleigh-Durham, N.C.; Cleveland, Ohio; Dallas/Ft. Worth; Denver; Los Angeles; and Phoenix.

Markets cooled in April, despite underlying economic strength. Our Portfolio Strategist Tom Larm takes a look back at the driving factors and shares key recommendations for navigating tough markets.

Monthly portfolio brief Learn more about portfolio performance, and check out our recommendations for disciplined investors.

Working toward retirement savings, preparing for the unexpected and estate planning can support a more complete financial strategy and help protect your financial future.

Do you have these 3 financial goals covered?