Edward Jones-Financial Advisor: David Patterson

Unlock your Financial Freedom with lessons designed to help your holistic financial health.

Healthy Financial Habits Learn more about how you can develop healthy financial habits needed for financial well-being. From Edward Jones and EVERFI

Here’s to the land of the free and the home of the brave. Happy Independence Day!

Now that we're midway through 2024, we're reflecting on the first half of the year and looking ahead to three key factors we believe will be drivers of the markets and economy in the second half.

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...

Wishing you and your loved ones a very happy Easter!

The small things you do now can make a big difference later in life. Here are some factors to consider as you think about retirement.

Saving for retirement now? Tips for getting started

While it may seem like a good problem to have, having too much of your savings sitting in cash can be an issue, especially when you’re investing for long-term goals such as retirement.

Guidance and Perspectives (US|EN) Get insights from Edward Jones professionals, and see what our strategists' perspectives mean for you.www.edwardjones.com/us-en

Putting a long-term care plan in place in your 50s or 60s can afford you more health care options and greater confidence as you enter retirement.

Why you should plan early for long-term care (US|EN) If you’re not prepared, a long-term care event can easily derail your retirement plan, so it’s best to start planning early.www.edwardjones.com/us-en

You can’t avoid all presidential election talk – nor the dire predictions about either candidate winning. Here’s how the market pushed ahead no matter who sat in the Oval Office over the past 40 years.

The Next President Is Unlikely to Sink the Economy—or the Stock Market Dire predictions about past presidents have usually proven to be wrong.

I often hear the same question from parents: Which should I prioritize, my retirement or my child’s college education? Here’s an example scenario that tackles this question.

Saving for both retirement and college? Your financial advisor can help you balance your saving strategy to achieve both goals.

Happy St. Patrick’s Day! May you have the luck of the Irish today and every day of the year.

With tax season upon us, now is a good time to evaluate how your Social Security benefits contribute to your overall tax liability.

How your Social Security benefits are taxed — and what you can do about it Four facts to know to potentially reduce your tax liability

At Edward Jones, we understand money's a thing but it's not everything. Retirement today is a whole new chapter in life that you define. I can help you figure it out.

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Help your portfolio start the year off on the right foot — with your goals in focus.

3 Ways To Strengthen Your 2024 Portfolio Learn how to strenthen your investment portfolio based on our view of 2024 interest rates, the economy and central bank monetary policy.

Many of us have a home improvement wish list but may not know how to turn those ideas into action. Check out these four tips to help you plan how to afford a big remodel and then call me to discuss.

4 steps to stress-free home improvements Thinking about making upgrades to your place? Follow these steps to find a contractor and budget strategy for your project.

In light of a potential pivot by the Federal Reserve to lower interest rates in 2024, there may be additional solutions to help meet your income needs.

2024 outlook: Navigating the last mile of the cycle Edward Jones investment strategists share their thoughts on the stock market, financial markets and broader economic trends to follow in 2024.

Home and auto insurance premiums are on the rise. Fortunately, there are steps you can take to potentially lower your premiums while maintaining coverage.

Guidance and Perspectives (US|EN) Get insights from Edward Jones professionals, and see what our strategists' perspectives mean for you.www.edwardjones.com/us-en

For a review of last week's market and guidance for the week ahead take a look at this report.

Weekly market wrap How did the markets perform this week? Get the highlights and the latest economic news.

Today, we celebrate the legacy of Dr. Martin Luther King, Jr., who inspires us each day to make his dream that much closer to reality.

Here's wishing you and your families a very Happy New Year!

The market won’t dodge every pothole in the next leg of its journey. But we think 2024 may ultimately prove to be a positive year for both stock and bond returns.

2024 outlook: Navigating the last mile of the cycle Edward Jones investment strategists share their thoughts on the stock market, financial markets and broader economic trends to follow in 2024.

Learn more on how we work with you to create a portfolio to that can help you achieve your goals.

How to start an investment portfolio Investments play an important role in helping you achieve your financial goals. Follow these five steps to get there.

As the year winds down, how do you feel about your financial strategy? If you decide to make some moves, here are some strategies to consider before the new year arrives.

Year-end moves for your financial strategy As 2023 winds down, how do you feel about your financial situation? Check out these year-end moves to help keep your strategy on track.

Wishing you a very merry Christmas from our family to yours.

With interest rates on the rise, the value of cash has been hitting the headlines, but is there such a thing as having too much cash? We break down the pros and cons of investing in cash and how it can contribute to your overall investment strategy.

The pros and cons of investing in cash With interest rates on the rise, the value of cash has been hitting the headlines — and with good reason.

Many important life events, including a loved one's death, making a big move or going through a divorce or remarriage, could mean you need to update your estate documents. Read on to learn five common misconceptions people have about wealth transfer, and then let's discuss your unique needs.

5 common misconceptions about wealth transfer We debunk five common misconceptions about transferring wealth as part of leaving a financial legacy.

Not only do women usually live longer than men, but they could also spend twice as much money on long-term care. Women who become widowed or divorced may lack a spousal caregiver at home. Let's discuss options to help you prepare in case this need arises so you can feel truly empowered.

Long-term care insurance Why it’s important

Research shows 67% of young adults defer to trusted family members for financial advice, according to our recent study in partnership with Next360 Partners and MarketCast.

To help you cover some of these important intro conversations, we’ve created a hub of helpful info you can reference. Check it out at edwardjones.com/financialfuture

The earlier someone starts their financial education, the more chances they have to enjoy a future of financial wellness.

We’ve collected a few solid insights you can share with the young adults in your life at edwardjones.com/financialfuture

Wishing you and your family a Happy Thanksgiving!!

Thank you for your service!