Peter Doyle

The June 30 deadline for filing the FAFSA to receive financial aid for the next school year is just around the corner. That yearly deadline can also be a good reminder to consider the different education savings options available to you.

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

Our team looks forward to connecting with financial professionals at the 2024 NABA National Convention & Expo.

Meet us at Booth No. 116 at the Career Expo starting Wednesday June 19 to learn more about career opportunities with Edward Jones.

Planning ahead can be crucial to ensure your assets pass to the loved ones or charitable causes you prefer after death.

We're happy to collaborate with you, your attorney and your tax professional to create a financial strategy for the legacy you wish to leave. Let's discuss!

Defining your legacy Ensuring your assets are handled according to your wishes requires planning.

The June FOMC meeting and U.S. inflation data were front and center last week, with both offering some positive news for the bulls. Our Weekly Market Wrap highlights potential market opportunities ahead.

Weekly market wrap A summary of last week's market highlights and economic news.

May’s broad-based rally highlights the benefits of maintaining a globally diversified portfolio based on your long-term goals.

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

The onset of summer coincided with signs of a cooling economy and mixed signals on the labor market, best described as a gradual normalization rather than a sudden shift.

We highlight four trends to watch in our latest Weekly Market Wrap.

Weekly market wrap A summary of last week's market highlights and economic news.

Edward Jones has been recognized as a Fortune Best Workplace for Women.

This honor is a testament to our continuous efforts to build an inclusive, supportive, and empowering work environment.

At Edward Jones, we believe that diversity drives innovation and success. We are committed to providing opportunities for women to grow, lead, and make a significant impact in financial services.

https://bit.ly/3VaqD7a

2023 Fortune Best Workplaces for Women, published October 2023, research by Great Places to Work, data as of August 2022. Compensation provided for using, not obtaining, the rating. From Fortune. ©️2023 Fortune Media IP Limited. All rights reserved. Used under license.

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

The June 30 FAFSA deadline is coming up and we want you make the most of college funding opportunities. Brush up on what options are available to you, what sort of unexpected costs to consider and how much you should put aside for college savings.

Paying for College Discover smart ways to plan and pay for college. From Edward Jones and EVERFI

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

This year's intense focus on the timing of a potential Fed rate cut, as well as the mania around AI, have been well documented. But there's more to this market than meets the eye.

We share three things that might come as a surprise in our latest Weekly Market Wrap.

Weekly market wrap A summary of last week's market highlights and economic news.

A certificate of deposit (CD) lets you invest your money for a set period to earn a fixed rate. For some, a CD presents the ideal combination of reliable returns and low risk.

How to Invest in CDs See Edward Jones' tips when buying CDs.

Planning to buy a home or do some home renovations? It's important to be intentional about how you fund it. If you go the route of borrowing, using debt strategically is key.

Reserve Line of Credit (US|EN) Edward Jones clients have the option to borrow funds by using securities and assets within eligible accounts. Learn more.www.edwardjones.com/us-en

Our 12 Business Resource Groups (BRGs) are firm-sponsored and associate-led. Together our BRGs include and celebrate a variety of races, ethnicities, lived experiences and interests, such as Interfaith, Military-Veteran, LGBTQ+ and Allies, Remote Connections, and Green.

Learn more in our sixth-annual Purpose, Inclusion and Citizenship Report, Growing Our Impact: https://bit.ly/3yIkIi8

After 4 weeks of rallying, markets took a breather last week, despite stellar earnings from the artificial intelligence (AI) darling Nvidia. While returns were narrow and concentrated in the technology space early on, diversification will likely be a key theme as the bull market continues and matures.

Find out more in our latest Weekly Market Wrap.

Weekly market wrap A summary of last week's market highlights and economic news.

Edward Jones was recently named among the 2024 Fortune 100 Best Companies to Work For®️ by Great Place To Work®️ and Fortune®️ magazine. Hear more from our Managing Partner Penny Pennington about what sets our firm apart.

2024 Fortune 100 Best Companies to Work For, published April 2024, research by Great Places to Work, data as of August 2023. Compensation provided for using, not obtaining, the rating.

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Sponsored by Firstup For years, Gallup has tracked global employee engagement. Although the trend line has improved somewhat over the past decade, still only 23% of full-time workers are engaged in their jobs. In other words, fewer than 1 in 4 people feel a real zest for their daily responsibilities. But it doesn’t have to be The post How Personalized Journeys Elevate The Employee Experience appeared first on TalentCulture.

How Personalized Journeys Elevate The Employee Experience Work engagement seems stuck at low levels. But here's how personalized journeys move the meter by elevating the employee experience

DEI 365 is our overarching approach to strengthen cross-cultural understanding through year-round learning opportunities, programs and experiences. These moments strengthen our culture of inclusion and encourage cultural awareness and empathy.

DEI 365 seeks to spread the word that diversity, equity and inclusion are for everyone — branch teams, home office associates, our clients, and our communities.

Learn more in our sixth-annual Purpose, Inclusion and Citizenship Report, Growing Our Impact: https://bit.ly/4aKv8Lv

With inflation's peak in the rear view, and the stock market climbing to a new summit in recent days, last week highlighted the role the descent in inflation is having on the ascent in equities. We think these conjoining trends can persist, though likely with a few more hiccups along the way.

Check out our peak perspectives in our latest Weekly Market Wrap.

Weekly market wrap A summary of last week's market highlights and economic news.

May 29 is National 529 Day – a great chance for families to learn more about their options to save for a child's (or an adult's!) future education. Feeling overwhelmed trying to learn the ins and outs on your own? Don't stress. I can help tailor a strategy to work toward your education goals.

What’s a 529 plan? Saving money for college

2023 marked the third year of our renewed, five-year strategic alliance with the Alzheimer’s Association. Our continued support will enhance care and support programs, provide educational materials, fund critical Alzheimer’s research, impact early detection, and enhance care and access to Alzheimer’s resources for underserved individuals and communities.

Learn more in our sixth-annual Purpose, Inclusion and Citizenship Report, Growing Our Impact: https://bit.ly/4aCldYl

Your Mother’s Day tradition may involve sending flowers, hosting a celebratory brunch or simply giving mom a call. But if your mother is caring for someone with Alzheimer’s, you may also consider sharing this link to the Alzheimer’s Association’s resources for caregivers: https://www.alz.org/help-support/caregiving.

If she is one of the 4.2 million women in America who have Alzheimer’s, you can honor her by considering starting or joining an Edward Jones Walk to End Alzheimer’s®️ team at alz.org/edwardjones.

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

As the first quarter earnings season wraps up, we offer our take on the state of corporate America, which provides a valuable compass for evaluating the overall trajectory of stocks.

Weekly market wrap A summary of last week's market highlights and economic news.

You've likely worked hard to plan for your long-term financial objectives, but have you taken the critical steps needed to create safeguards through estate planning? Make sure you avoid these six common mistakes.

Estate planning: Covering the essentials and mistakes to avoid (US|EN) While estate planning may be an uncomfortable topic, there are also many benefits to consider.www.edwardjones.com/us-en

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.

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.

After five months of sharp and steady gains beginning last November, the mood in the financial markets has shifted in recent weeks. The catalysts for the swing – Fed policy, the jobs market, corporate earnings – were all in the spotlight last week.

We offer our take in our latest Weekly Market Wrap.

Weekly market wrap A summary of last week's market highlights and economic news.

Find out how to take your business to the next level by moving to Edward Jones.

Join us at our Financial Advisor Opportunity Event in Seattle, July 18-19, 2024.

https://bit.ly/4blk0Fy

The markets have pulled back recently in the face of interest rate and geopolitical uncertainties. Is this just a speed bump, or is the stock market’s tank running on empty?

Principal and Investment Strategist Craig Fehr answers three important questions for investors in our latest Market Compass.

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...

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/44mtRZi