Edward Jones-Financial Advisor: Amy H. Blumer

World Savings Day may fall on the same date as Halloween, but it's nowhere near as spooky. It reminds us how important saving for the future WE envision can be. Check out our investment calculator to see the power of long-term saving and investing. Then call me to discuss a strategy for helping you improve your financial stability.

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.

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.

Annuities are insurance contracts that pay a fixed income during retirement. Investors pay into the annuity before they retire and then withdraw from the built-up value as an income source after retiring. Learn more about how an annuity could work as part of your retirement strategy.

What's an annuity? Let's talk through the details

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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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.

Many people wonder whether they can leave the legacy they desire. Read these common estate planning questions, think through your future goals — and then schedule a call to see how we can help with your financial and estate needs.

Common estate planning questions Answers on a range of topics

Many people feel overwhelmed by the prospect of selecting investments to help achieve their financial goals. But you're not alone! We can help you select investments for your portfolio, focusing on quality, diversification and a long-term mindset.

Learn more about our approach to investing here, and then let's schedule time to personalize a unique strategy for you.

How we make recommendations Here’s a peek into our process

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

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

Owning a business comes with both rewards and challenges. We can help you consider many of the most common financial needs business owners face, including retirement plans and expense management.

Let's set up time to discuss how we can help you meet these challenges in a way that works for you — and your business.

Strategies catered to business owners Here's our business owners hub

The amount you should have for retirement depends on how much income you earn and save today, how your investments perform, and how much you plan to spend in retirement and for how long.

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Whether you're new to the working world or seasoned with years of experience, it's important to establish and maintain habits that will support you on your financial journey. Make sure you're considering all your benefits.

Entering the Working World Financial Fitness begins with your first paycheck

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.

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If you earn a certain amount, you may need to pay a Medicare premium surcharge called the income-related monthly adjustment amount, or IRMAA.

Paying more for Medicare? What to know about Medicare surcharges (US|EN) If you earn a certain amount, you may need to pay a Medicare premium surcharge called the income-related monthly adjustment amount, or IRMAA.www.edwardjones.com/us-en

Starting to save earlier in life can significantly impact how well you weather financial setbacks (like job loss) later. Not to mention better help you achieve the type of retirement you desire.

The value of saving earlier No matter your financial situation, it pays to start right now.

October is National Retirement Security Month. Established to raise awareness about the importance of saving for retirement, the campaign serves as a good reminder to review your retirement goals to ensure you’re on track.

Retirement goes beyond just dollars View our list to prepare

There are lots of things in life you can't control, but saving for the future doesn't have to be one of them. In October, during National Retirement Security Month, let's determine what you can do today to be better positioned to reach your retirement goals later.

Saving for retirement now? Tips for getting started

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

I know it's probably hard to imagine the day you send your child to college finally arriving! Whether that time is just around the corner or in the more distant future, these six financial tips can help you prepare for that transition to your child's life after high school.

Sending a child to college 6 things to consider

Mutual funds allow investors to pool their money and purchase investments as a group. They mutually share in the profits or losses together rather than directly owning company stock. Learn more about mutual funds, and then let's discuss whether they could make sense for you.

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If you are thinking of ways to diversify your investments, property investment might be on your mind. Check out our quick lesson to learn more about this approach and what it could mean for you.

Investment Property Explore the world of property investment to see if it is right for you. From Edward Jones and EVERFI

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

I get it! Budgeting tasks can leave people feeling frustrated. But well-done budgeting can empower you to feel more in control of your finances. Check out these steps to help you budget more productively and then plan for a nice treat or fun activity (that fits your budget!) after tackling that task.

Balancing the family budget Know where your money goes

Learn more about retirement savings – how to get started, the differences in retirement accounts, what to do if you're starting later or need to catch up, and more. Watch this webinar live on Oct. 23 at 3:00 CT or on-demand after.

Retirement savings: Fundamental strategies for a secure future Wednesday, October 23, 2024 at 3:00 PM Central Daylight Time.

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...