Edward Jones - Financial Advisor: Laura Middlemiss

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

At Edward Jones, we understand that retirement looks different for everyone. We work with our clients to help them understand their options, developing and implementing strategies based on individual goals and mindsets, throughout their savings years and while living in retirement.

Learn more in our sixth-annual Purpose, Inclusion and Citizenship Report, Growing Our Impact: https://bit.ly/3KuKl8s

To those who gave their lives so we could be free—we honor you. We will always remember your sacrifice.

Shopping for insurance doesn’t have to be overwhelming; you can navigate the insurance market confidently. Visit our site to evaluate plans and make informed insurance buying decisions.

Shopping for Insurance Learn what to consider and how to avoid bad deals when shopping for insurance. From Edward Jones and EVERFI

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?

Market volatility can be uncomfortable. But a disciplined, well-diversified approach to investing that keeps your financial goals in the driver's seat can help you control emotions when markets get tough.

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

Building home equity and saving on interest may make paying down your mortgage seem attractive. But while it may be tempting to put extra cash toward paying down debt, it may not always make the most financial sense.

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.

Women investors often have unique needs to consider when managing their finances, retirement plans and Social Security benefits. Listen to this podcast episode where Lena Haas, head of Wealth Management Advice and Solutions, explores methods to help women prepare for retirement.

American Society on Aging ASA is the go-to source to cultivate leadership, advance knowledge and strengthen the skills of our members and others who work with and on behalf of older adults.

Unhappy with your tax bill this year? Here are 3 things you can do now to help reduce your future tax burden.

Boost your retirement income with these 3 tax strategies 3 things you can do now to help reduce your future tax bill

Did you receive a tax refund this year? If so, you may want to consider using your refund to help you achieve your financial goals. Here's how.

How can you use your tax refund? Let’s count the ways Receiving a tax refund? Consider these options on how to use the money received.

There are only three weeks left to file your taxes—do you have everything you need to file? Use this checklist to help make sure you are all set to file your taxes by the April 15th deadline.

Do you have everything you need to do your taxes? Ready to file your federal income taxes? Use our tax filing checklist to help ensure you have all the tax forms you need to complete your return.

Every dollar saved in taxes is one more you can spend, save, give or leave as a legacy. Here are three tax-smart strategies you should consider to potentially reduce taxes now or in the future.

3 strategies for tax-smart investing Every dollar you save in taxes is one more you can spend, save, give or leave. Here are three ways to potentially reduce your taxes now or in the future.

Big thanks and gratitude to all who wished me well on my birthday- truly appreciated! 💜💜💜💜

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.

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.

Cases of tax fraud are on the rise. Here's what you should be on the lookout for this tax season to help protect you and your loved ones from tax fraud.

6 tips to help you avoid common tax scams A solid strategy can help safeguard you from these increasingly frequent crimes.

Tax season can be a stressful time, even without the worry of unintentionally making a filing mistake. To help you out, we outlined 5 tax-filing mistakes you should be on the lookout for this tax season.

Avoid these common tax-filing mistakes Before you file your taxes this year, be sure to avoid these five common tax-filing mistakes.

Have questions about your Edward Jones tax forms? Here are some of the most commonly asked questions we hear from clients during tax season.

Questions about Edward Jones tax forms Answers to some of the most common questions about tax forms.

Scam artists have been known to impersonate loved ones, tricking older adults into providing personal information that can convince them the call is legitimate. Never give sensitive information (like your social security number or credit card number) over the phone, especially if you can't verify the caller. Learn more about grandparent scams: https://bit.ly/48cbLcV

Some scammers use social media or dating websites to start a relationship with the intended victim in order to ask the victim to send money, usually in the form of gift cards, prepaid money cards or even cash so that it can't be traced. Learn more about romance scams: https://bit.ly/3HVVFcr

Thieves want you to act without giving you time to think. If you’re feeling pressured, stop and consider the situation. If an offer sounds too good to be true, it probably is. Learn more here: https://bit.ly/42x9dot

Inheritance or lottery scams try to get the victim to send money in order to receive the funds. However, you should never need to send money to receive legitimate winnings. Learn more here: https://bit.ly/3HXuv4U

For 2024, April 15 is the big tax filing deadline. But other deadlines, such as when certain tax forms need to be furnished, are worth noting as well. Use this tax calendar to help you be aware of some of the approaching deadlines.

Tax season calendar View important deadline dates for traders, furnishing tax forms and filing tax returns.

A New York state study found that for every documented case of older adult financial exploitation, another 44 went unreported. Click here to learn more about how to report suspected financial elder abuse: https://bit.ly/3unF8Lh

Although anyone can become a victim of fraud, some scams specifically target older adults. Learn strategies to help prevent elder financial fraud from happening to you or a loved one: https://bit.ly/42r6Y60

October is Cybersecurity Awareness Month, so throughout the month, we'll be highlighting some common scams and how to spot them. Learn more about how Edward Jones works to help protect clients from falling victim to fraud: https://bit.ly/3Srq8nC

It may seem a ways away, but tax season is right around the corner. But don't fret—tax season doesn't have to be taxing. Over the next few months, we'll be posting some helpful information to help make filing your taxes a little bit easier. In the meantime, check out our Tax Resource Center for tax-filing best practices as well as some tax-smart investing strategies to consider.

Taxes and investing (US|EN) Tax time doesn't have to be complicated. Find what you need here to make it a little easier this year.www.edwardjones.com/us-en

As we head into the 4th quarter of 2023, what are some of the most pressing questions from investors?

Market compass Our Monthly Market Compass helps keep you in the know about changes in the market, but also looks ahead to what may be down the road.

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/46nri9E

Tech support scams are on the rise, costing investors millions of dollars each year. Learn how to spot these scams here: https://bit.ly/48JqgpN