Edward Jones Shannon Miller
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Has your salary gone up? If so, consider increasing your 401(k) contributions. And then look for other opportunities to accelerate your retirement savings.
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.
Wishing everyone a happy Independence Day!
Our Edward Jones Match technology helps connect you with your ideal clients — so investors can experience a personalized client experience from day one.
Technology Strengthens Client Relationships, Attracts New Investors - Edward Jones These relationships set us apart and enable us to offer tailored solutions that help our clients reach their financial goals. It is in our DNA and our commitment to human-centered relationships won’t change.
Will Social Security still be around when you retire? It’s highly likely, but it will only cover part of your retirement income needs – so you’ll have to build other sources.
Can you count on Social Security? Even if you’re early in your career, you may want to know the Social Security outlook and how your benefits may fit within your overall retirement income.
If you retire before you're eligible for Medicare, covering health care costs might be one of your biggest hurdles.
Ready Or Not, You Could Retire Early Options for paying for health care before age 65
The Fed's updated projections do not indicate a pending recession, but a slowdown is likely.
The Fed raises rates by 0.75% As expected, the Federal Reserve today raised rates by 0.75%, its largest increase in 28 years, bringing the federal funds rate to around 1.50%.
Our investment strategist Mona Mahajan discussed how markets are adjusting to forecasts with the Fed rate hike decision, rising global commodity prices, and inflation.
Inflation: Global commodity prices are 'harder to handicap,' strategist says Edward Jones Senior Investment Strategist Mona Mahajan joins Yahoo Finance Live to how markets are adjusting to forecasts on tomorrow's Fed rate hike decision, rising global commodity prices, and inflation.
When it comes to finance-related questions, it can be hard to get clear answers — especially on the web. No need to keep combing through search results; we’ve compiled some of the most commonly asked questions and answered them all.
Frequently asked financial questions Is yours on the list?
There’s no one-size-fits-all approach to a 529 education savings plan. We can work with whatever is unique to your life to create a strategy that’s perfect for you. Want to explore your options? Message me to get started.
Start saving for your child's education It’s never too early
Did you know that grandparents can help contribute to 529 plans? Make sure you look over this checklist before giving your grandchild the gift of education.
Gifting guide for new grandparents Invest in their future
Is there a travel destination on your bucket list? I can help you plan and save for the vacation of your dreams – here's a few tips to get you started.
How to plan your dream vacation Is there a travel destination on your bucket list?
Mortgage rates are continuing to climb, and waiting even a few weeks to buy could cost you extra money, according to a report from Fortune on Zillow’s latest analysis of the housing market. If you’re looking to buy a home and want to talk through your financial strategy, send me a message.
Waiting 3 months to buy a home can cost you $50,000 more in the current market Astronomical home prices and rising mortgage rates have been costing homebuyers. Zillow found that buyers who waited one year could be paying over $130,000 more for the same home.
If you’ve been thinking about your financial future, it may be time to revisit your strategy. Let’s talk through your goals and ensure you’re on the path to meeting them.
Talking to your family about money can be hard, but learning how to have productive conversations can actually help your finances.
Family Conversations about Money Learn about topics, strategies, and best practices for having family conversations about money. From Edward Jones and EVERFI
Whether you’re building or diversifying, starting from square one or just in need of a refresh, let’s work together to help establish an investment portfolio for you.
With consumer prices spiking for nearly a year now, the Federal Reserve is shifting gears to help curb inflation. This year’s expected series of rate hikes, the first since 2015, marks the beginning of Fed policy normalization. So, what does this mean for your portfolio?
What does a Fed rate hike mean for your portfolio? Curious about possible Fed rate hikes and what they may mean for you and your portfolio? Here are our thoughts about this year's expected series of rate hikes.
You saved for years, made sacrifices and finally achieved your goal of retiring. Hopefully, things go according to plan, but life throws curveballs. I can help stress-test your strategy to stay on track – even if risk becomes reality.
What are the biggest risks to my retirement? Retirement risks
Deciding how much to save for college and retirement at the same time can be intimidating, but it doesn't have to be. Don’t delay saving for one goal over the other – view them together. Learn how I can help.
Saving for college and retirement? Prepare for the unexpected
At some point, you may face a cash crunch. When that happens, you might consider tapping into your 401(k), even if you’re not yet retired. Try to avoid this move – but if you can’t, learn the differences between 401(k) loans and withdrawals.
Tapping into your 401(k): Withdrawal or loan? If you need extra money, should you consider your 401(k)? Know the difference between withdrawing cash or taking a loan.
U.S. markets were down sharply earlier this week, as a risk-off sentiment gripped most major indexes, adding to losses for the year. Have questions? Give me a call.
Growth concerns overshadow fundamentals A deep dive into recent market volatility.
Edward Jones is celebrating National Financial Literacy Month this April by empowering you with the tools to help you make important financial decisions. Get started today!
Healthy Financial Habits Learn more about how you can develop healthy financial habits needed for financial well-being. From Edward Jones and EVERFI
We review the first quarter, economic and equity outlook, and others.
Quarterly market outlook Our view on key market and economic topics to help you make decisions affecting your financial strategy.
Saving for your child’s education is a big feat, but if you start early, it’s easier to stay on track. Send me a message and let’s put together a strategy.
Happy Easter to you and yours! Does your family have any special Easter traditions?
Do you have a major life purchase coming your way in 2022? Here are some best practices to help you prepare.
Saving up for a big purchase? A few tips to follow
The more you know about your 401(k) plan, the more benefits you can reap. Here’s how long you usually wait for your company’s 401(k) matches to become your money.
Here's how long workers wait for a company's 401(k) matches to become their money Even though most employers provide some sort of matching contribution to their workers' 401(k)s, fewer than a third award immediate ownership of the money.
Whatever your goals are, Edward Jones has an account to help make them happen. Look through these options and let’s talk.
Account options at Edward Jones Here’s what we offer
We personalize our strategies to fit your unique financial needs and goals. Browse our different account types to see what works for you.
Personalize strategies for your unique goals Our fees and pricing
"This 100-year-old brokerage bet its unique strategy would attract customers during the pandemic – data shows it's working," reads the headline of a Fortune article based on an interview with Edward Jones Managing Partner Penny Pennington. It's about how we deliver value to make a meaningful difference for our clients.
Penny Pennington speaks with FORTUNE Edward Jones Managing Partner Penny Pennington recently sat down with FORTUNE magazine to talk about the Edward Jones approach to serving clients and the positive impact it delivered during the pandemic.
When the market swings, learn how to keep your emotions in check. Register today for our Investing and Emotions webinar.
Edward Jones webinars (US|EN) Watch Edward Jones webinars to get the latest information on investing, saving, planning and more.www.edwardjones.com/us-en
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Address
11265 Decatur Street #500
Westminster, CO
80234
Opening Hours
Monday | 8:30am - 5pm |
Tuesday | 8:30am - 5pm |
Wednesday | 8:30am - 5pm |
Thursday | 8:30am - 5pm |
Friday | 8:30am - 4pm |
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I have been in the finance industry for over 25 years and specifically in the mortgage business in Colorado for over 16 years. As Vice President for BOK Financial, I have the priv...
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I have been a Financial Advisor with Edward Jones since 2010. I was an Olympic gymnast in the 1988