Edward Jones - Financial Advisor: Bob Allbright

Wishing everyone a successful school year!

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.

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.

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.

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.

Wondering how markets have typically performed around presidential elections? Here are four lessons we can draw from history.

Elections and the markets: 4 lessons from the past By looking at the past, we can learn four valuable lessons about how elections impact the markets. Explore market insights from Edward Jones.

Have you ever received a call, text or pop-up on your electronic devices alerting you to suspicious activity? Beware, it could be a tech support scam. Learn more: https://bit.ly/3Mcmn2M

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.

Few events in life are as disruptive as an unexpected
job loss. One of the most impor tant things you
can do is make sure you’re ready to move forward,
star ting with your financial plan. Our team is ready
to help you navigate this uncer tain time with less
uncer tainty, so you can focus on finding your next
position. We’re here to help you take that next step.

Whether you hope to invest a little extra income, prepare a future for your family that includes a secure retirement or save for a new home or education, we’re here to coach you through it. Learn what you can expect from me as we start planning your financial strategy.

Meet with a financial advisor Here is our approach

Can Social Security stay solvent? We believe it can — but this may require some tough adjustments by Congress.

How secure is Social Security? (US|EN) Can Social Security stay solvent? We believe it can — but this may require some tough adjustments by Congress.www.edwardjones.com/us-en

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.

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

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

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.

Despite nearly half of American women anticipating receiving an inheritance in the next 10 years, women face significant obstacles to determining how wealth is transferred across generations.

Our head of Wealth Management Advice and Solutions Lena Haas discusses the power of planning ahead in this recent World Economic Forum article.

The 'Great Wealth Transfer': Here's how women can make the most of it The wealth gap between the genders means women face greater obstacles in terms of giving and receiving inheritance – but a financial adviser can help.

What's your vision for retirement? Paying off all your college debt, retiring somewhere sunny (or maybe cold) or just making sure your family is taken care of? Whatever your financial goals, check out our retirement calculator and then call me to discuss how we can work toward making your goals a reality.

Are you saving enough? Let’s talk about your savings

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.

Wealth and leisure used to define success in retirement, but not anymore. Today it centers around four pillars — health, family, purpose and finances.

Four pillars of the new retirement Our research in partnership with Age Wave reveals four key pillars to consider for living well in today’s new retirement.

Deciding when to tap into Social Security is a crucial decision with lasting repercussions. But it doesn’t need to be complicated. Learn how these three factors can help you plan accordingly, avoid surprises and prepare to fill any income gaps in retirement.

Getting the Most Out of Social Security Learn the options and implications for taking Social Security benefits and how to maximize them.

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.

Life's priorities may change — but your relationship with me and my commitment to helping you realize your goals won't. Check out these 5 tips for starting an investment portfolio.

Already started working on yours? I offer complimentary portfolio reviews and tailored solutions to help you meet your financial goals. Call my office or book time online today.

How to start an investment portfolio Take control of your future with a carefully crafted investment portfolio. Learn the five steps to help secure your financial goals.

Retirement (just like any life stage) can throw curveballs when we least expect it. Whether it's divorce, widowhood, sudden health issues or financial setbacks, learning how to make course corrections can help you stay on financial track. Let's chat soon to explore any retirement course corrections you might need to make.

Resilient choices and the new retirement Making resilient choices is key to thriving in today’s new retirement. Our latest study, in partnership with Age Wave, details impactful choices you can make.

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.

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Let the fun weekend continue ☀️

Today in Dodgeville there will be the Farmers Appreciation Day Parade and Festivities! Following all the Farmers Appreciation Day fun, the Phillip's Brothers Band will be playing in Town Square from 2-5pm with the beer garden open!

Thanks to Jeffrey's House of Foolishness for sponsoring the band!

There are some proactive steps that could help improve your retirement income. Read these three benefits of delaying your retirement and then call to discuss whether this may be an effective strategy to help you achieve your own future income goals.

The value of delaying retirement Postponing retirement for just a few years, or even months, can have a big impact on your savings.

There's no universal answer on the "right time" to retire, but exploring these five questions can help you decide whether you might be emotionally ready. Think your answers through, and let's schedule time to discuss how to help get you retirement ready.

Are you emotionally ready to retire? Read more here

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.

As you tackle your spring cleaning checklist, don't forget to take a fresh look at your investment accounts. Now is a good time to make sure the beneficiaries named on your accounts are correct.

Why you should name beneficiaries Where to begin