Edward Jones - Financial Advisor: Matt Mckinney

Women investors often face unique circumstances later in life thanks in large part to their longer life expectancies. But whether they find themselves lacking a spousal caregiver due to being widowed, having gone through divorce or choosing to remain single, long-term care insurance may help give them greater confidence.

Long-term care insurance Why it’s important

Three recent developments — the election, a Fed rate cut, and year 2 of a strong stock market — pose implications for the investment outlook and prompt investors to ask: What comes next?

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...

You may find yourself asking, "How can I become a more tax-efficient investor?" as you balance managing your wealth with saving for retirement, funding your children's education and creating a future legacy. Read these six tips and call me to discuss how I can help.

Tax-efficient investing for high earners Practical and proven strategies you can take to become a more tax-efficient investor.

A very happy Diwali to all who celebrate! May the light of thousands of diyas shine brightly on you and your loved ones.

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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Social Security benefits play an important role in many people's retirement plans. We recommend deciding when to start taking those benefits by viewing it through a "LENS" perspective—Life Expectancy, Employment, Need and Spouse.

Understanding your social security options Some things to think about – from your life and family, to how taxes may impact your decision.

Due to a longer life expectancy, women may spend twice as many years needing care during retirement and, consequently, twice as much money for it. Let's discuss how we can help you build financial strategies now that can provide you with options for long-term care, including where you receive it and from whom.

Learn more: https://bit.ly/3BPGmT5

Edward Jones, in partnership with Morning Consult and NEXT360 Partners, LLC, conducted a mixed-methods study combining a nationwide online survey (fielded between June 18–26, 2024) executed by Morning Consult (among a U.S. national sample of 5,998 adults reflecting the demographic profile of the United States) combined with interviews and discussion groups with 43 women between the ages of 25 and 71 conducted in June 2024 (interviews) and July 2024 (discussion groups).

This boost in benefits can help retirees better meet their day-to-day needs as costs increase.

Social Security COLA 2025 The Social Security Administration just announced updates to the Social Security cost of living (COLA) adjustments and other updates going into effect in 2025.

As a business owner, you know your employees are depending on you to help them save for retirement. Edward Jones can help you determine which plan — whether 401(k), 403(b), SIMPLE IRA or another — could work well for your business.

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Sometimes, the richest experiences can come from getting to spend more time with those you love most. That's why it's never too early to discuss your needs, wants and wishes when it comes to business succession planning.

There may be unknowns and uncertainties, but a dedicated financial advisor can help you stay focused on what counts most, think through the big picture, and consider what it all means for your family and your future.

Learn more: https://bit.ly/3zUCfV0

Happy Rosh Hashanah! Wishing you peace, health and many blessings this year and for years to come.

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

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

With today’s ever-changing economic environment, certificates of deposit (CDs) can help offer a higher level of security for your savings and income dollars.

Certificates of Deposit You can buy certificates of deposit at your local bank, but Edward Jones may be an even better option.

We know it can be easy to lose track of appointments when caught up in the hustle and bustle of life. That's why Online Access makes it so easy to request appointments with your financial advisor, not to mention receive automated reminders for upcoming meetings.

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Happy National 401(k)Day! Elevate your retirement planning with our lessons covering information you need to feel confident in managing your 401(k).

401(k) Plans Learn how to use a 401(k) plan to help you save for future income while getting tax benefits. From Edward Jones and EVERFI

We are thrilled to have supported select players during high-profile tennis matches in NYC this week!

Those who lost their lives on September 11th will always be in our hearts.

Edward Jones associates in the Seattle area joined together this summer to make a positive impact by supporting Fred Hutch Obliteride®️.

203 Edward Jones team members biked, walked, ran, volunteered, participated virtually and raised awareness to help cure cancer faster and promote healthier futures.

More than $8 million (and counting!) has been raised to help Fred Hutch Cancer Center's efforts to advance prevention, detection, treatment and cures, according to the organization. Edward Jones proudly supported this year's initiative as the volunteer sponsor.

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

I am seeking an on-call Branch Office Administrator to support my business and as I help our clients achieve their long-term goals. Please contact me to learn more.

As an on-call Branch Office Administrator with Edward Jones, you'll play a key role in supporting our clients and branch team. I'm currently seeking candidates for an opportunity on my team. Please reach out to learn more.

The end of summer often means heading back to school (for loved ones if not yourself), but Online Access can also help you get back to the basics with your financial goals. Easily view account performance during your time with Edward Jones on the web or on the go with our app.

Gain a Big-Picture View Connect and view accounts you have elsewhere in Online Access.

Our Senior Investment Strategist Mona Mahajan joined CNBC's “Squawk Box” to discuss the health of the U.S. consumer, recent inflation trends and portfolio positioning after the recent market volatility.

Watch here: https://cnb.cx/3SYklHf

The recent market selloff was dramatic and perhaps even jarring for investors as they kicked off the first week of August.

Our latest Market Pulse analyzes recent activity and shares our outlook for the remainder of the year.

Recent Market Volatility | Edward Jones The August 5th drop in the Dow Jones and S&P has been jarring for investors. Get our view of what this could mean for investors in the coming months.

We are excited to share that we surpassed our first big milestone of the year – more than $1 million raised and more than 5,000 walkers registered – as the 2024 Walk to End Alzheimer's National Presenting Sponsor.

This is the earliest we've hit the milestone in any given year, and we're continuing to move full speed ahead in our support of the fight to end Alzheimer’s.

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