Edward Jones-Financial Advisor: Chad Owens

Edward Jones-Financial Advisor: Chad Owens

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The Market Is Mightier Than Politics and Policy 04/09/2024

Wondering which party in power will sway the markets? The answer may surprise you. Here’s why it’s so important to stick to your long-term investment strategies…even during short-term political events.

The Market Is Mightier Than Politics and Policy Remaining steadfast amid political and policy changes has benefited investors.

02/09/2024

Wishing you a happy Labor Day filled with friends, family and fun times for all! How are you celebrating?

Can high earners still invest in Roth IRAs? 29/08/2024

There's no guarantee the backdoor Roth IRA strategy will be available for every high earner. Consider these three questions to help decide whether it could be a workable option for you, then call me to discuss further investment-related considerations.

Can high earners still invest in Roth IRAs? A backdoor Roth IRA enables you to realize the tax benefits of a Roth IRA, even if your income exceeds the IRS earnings ceiling for Roth contributions.

Planning for short-term financial goals 27/08/2024

Racking your brain to figure out how to afford that family vacation you've always dreamed of taking? I can help you plan how to work toward achieving short-term financial goals, whether they include bucket-list trips, special occasions like weddings or big purchases like cars and homes.

Planning for short-term financial goals Does your retirement journey include stops along the way? Planning for your short-term goals without losing focus on your long-term journey is key.

Owner-only 401(k) plan 22/08/2024

Just because you're a one-person business doesn't mean you can't plan for retirement like a large company. Learn more about our Edward Jones Owner K®️ — an owner-only 401(k) plan for business owners with no employees except their spouses — and whether it could suit your needs.

Owner-only 401(k) plan Read through your options

SEP IRA 20/08/2024

Simplified Employee Pension (SEP) IRAs can be an easy workplace retirement plan for any business to maintain. But how do you know if it's right for you? Read these considerations and then call me to discuss more.

SEP IRA This is one of the easiest workplace retirement plans to set up and maintain, for any business.

Read about education savings strategies 15/08/2024

In that back-to-school mindset and curious about your options to fund a student's education when they're ready for college? Planning now could help save you a lot of worry in the future.

Read about education savings strategies From 529s to bonds, etc.

Preparing for the unexpected: Disability risk 12/08/2024

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.

Financial Wellbeing for Aspiring Entrepreneurs 07/08/2024

Ready to be your own boss? Owning your own business can be as challenging as it is fulfilling. Prepare mentally and evaluate the legal and tax changes you’ll experience as you transition to working for yourself.

Financial Wellbeing for Aspiring Entrepreneurs Learn more about the basics of entrepreneurship From Edward Jones and EVERFI

Balancing the family budget 05/08/2024

June is National Homeownership Month! If you're uncertain whether your family budget can handle buying a new home, let's talk. We can create a financial strategy to help you achieve your goals.

Balancing the family budget Know where your money goes

The 'Great Wealth Transfer': Here's how women can make the most of it 31/07/2024

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.

Market news is everywhere — but what does it all mean for you? 29/07/2024

Can the stock market’s hot streak continue? We explore four points in recent history that could help inform what’s next for this market.

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...

26/07/2024

Whether growing your family or hitting your late-career stride, flexibility helps Edward Jones financial advisors succeed and make an impact.

Learn how experienced financial advisor, Lizbeth Lindley, traded Wall Street for a career where she could control her own destiny.

https://bit.ly/4foiRjl

Cure Cancer Faster 24/07/2024

We are weeks away from Obliteride! And there is still time to support Team Edward Jones and help cure cancer faster this summer! Join over 180 Edward Jones participants in making a positive impact and promoting healthier futures.

Registration for the 5K walk/run closes on July 25 and registration for bike rides and virtual participation closes on Obliteride Day on August 10.

Click the link to join our Edward Jones team.

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

Cure Cancer Faster Fred Hutch Obliteride is a bike ride and 5K that empowers people to help cure cancer faster by raising funds for Fred Hutch Cancer Center. Every dollar we raise goes directly to work, advancing cancer prevention, detection, treatment, and cures that improve and save lives.

Your playbook for paying down high-interest debt (US|EN) 22/07/2024

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

18/07/2024

Many families are still struggling to make ends meet despite a soaring stock market and record employment. Our Managing Partner Penny Pennington discussed the state of the U.S. economy and trends that could shape the country's economic future during an Aspen Ideas Festival panel moderated by CNBC's Sharon Epperson.

Watch here: https://nbcnews.to/4bO6U3l

5 pitfalls to avoid with your homeowners or renters insurance (US|EN) 16/07/2024

Did your last homeowners insurance bill make you do a double take? Due to more frequent and extreme weather events and high costs of labor and construction materials, homeowners insurance premiums have increased dramatically. However, reducing or dropping your coverage could be a costly mistake down the road.

5 pitfalls to avoid with your homeowners or renters insurance (US|EN) Homeowners insurance premiums have increased dramatically in recent years. However, reducing or dropping your coverage could be a costly mistake down the road.www.edwardjones.com/us-en

Are your 401(k) contributions keeping up with your salary? 12/07/2024

One strategy for ramping up your retirement savings is to increase your 401(k) contributions any time your salary goes up. This can help you stay on track as you work toward your retirement goals.

Are your 401(k) contributions keeping up with your salary? Understand the key benefits of funding your 401k and why you should consider increasing those contributions as your salary increases.

A guide to caring for aging loved ones 10/07/2024

Caring for an aging loved one can be overwhelming, but you’re not doing it alone. Take a look at some of the ways I can help with your finances while you’re handling the day-to-day.

A guide to caring for aging loved ones Use our checklist

Retirement goes beyond just dollars 08/07/2024

Most of us want to live retirement on our own terms, but we may not be sure how to make that happen. Check out these eight ways to help get you started working toward that future you envision.

Retirement goes beyond just dollars View our list to prepare

04/07/2024

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

Meet with a financial advisor 01/07/2024

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

Resilient choices and the new retirement 27/06/2024

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.

Growing your family? 25/06/2024

A growing family is the greatest gift of all. As you prepare for a new family member, here’s a checklist to help ease the transition.

Growing your family? Use this checklist to prepare

Buying a Home 21/06/2024

Homeownership is within reach! Learn the ins and outs of buying a home with our educational resources.

Buying a Home Learn the process, resources, and strategies to help you buy a home while sticking to a budget. From Edward Jones and EVERFI

19/06/2024

Happy Juneteenth! Today, we commemorate this important day in American history and reflect on what we can do to ensure an equitable and just future for all.

17/06/2024

The key to being rich is knowing what counts. Let’s put aside all the things that don’t count and focus on what really does—love. Happy Pride Month!

Budgeting for Families 07/06/2024

Summer is here and you might find your family spending more money on activities, vacations and more. Plan ahead on your family expenses so you can maximize the fun.

Budgeting for Families Learn more about how you can create budgeting solutions for you and your family. From Edward Jones and EVERFI

Life insurance calculator: How much do you need? 05/06/2024

Confused about how much life insurance your loved ones might need to cover expenses if your income is no longer available? Use this life insurance calculator to help estimate the amount of coverage that might work best for you.

Life insurance calculator: How much do you need? How much coverage do you need? Get an estimate to aid your decision-making process.

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Wishing you all the joy and happiness of the season.
May your Thanksgiving be filled with love, laughs and many reasons to be thankful.
Happy Independence Day
Happy Holidays from Our Family to Yours
Happy Thanksgiving from our family to yours

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