Edward Jones - Financial Advisor: Sonia McCloskey

Markets have performed quite well in the lead up to this year's U.S. presidential election. As we advance toward – and beyond – November 5th, our latest Weekly Market Wrap provides perspective on what markets have done after elections as well.

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

Join us for the Client Support Team Opportunity webinar. This 30-minute virtual event features Edward Jones associates in a variety of Client Support Team roles as we discuss opportunities with the Client Support Team, training and support, and transferring your current skills.

Client Support Team Webinar

Some weeks are more consequential than others in shaping the market narrative, and last week was one of them.

The Federal Reserve delivered on what markets have been hoping for and anxiously anticipating over the past two years. Interest rates were cut by a larger-than-typical 0.5%, signaling a critical turning point in the monetary policy cycle.

We offer five key takes on what last week's announcement means for the economy and markets.

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

Edward Jones is proud to be the #1 employer of women financial advisors in North America*

Our commitment to creating a supportive, flexible, and equitable workplace empowers women to thrive and succeed.

Join us in celebrating this incredible achievement.

*Based on the most recent quarterly earnings results as of 6/30/24, and FINRA registration for producing advisors.

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Learn why our firm is the right place for your future and hear from Edward Jones leadership who will explain the advantages of transitioning your financial advising practice.

Join us at the Financial Advisor Opportunity Event in Houston on October 23-24, 2024.

https://bit.ly/4eslZJy

Join us for the Client Support Team Opportunity webinar. This 30-minute virtual event features Edward Jones associates in a variety of Client Support Team roles as we discuss opportunities with the Client Support Team, training and support, and transferring your current skills.

Learn more:

Client Support Team Webinar

Supporting the Arbor Day Foundation is one of the many ways we bring our purpose to life. We're proud to share that we've reached a significant milestone since the 2022 inception of our partnership – more than 100,000 trees planted across North America.

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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Investors focused in on inflation data last week, with markets continuing to filter the balance of consumer price trends and economic readings through the lens of what it means for Fed interest rate moves ahead.

We zoom in on key items that were in the frame last week, and then zoom out for a better view of the bigger picture for the markets.

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

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

Our team looks forward to connecting with financial professionals at AAAA's 2024 V.I.S.I.O.N. conference in Washington, D.C.

Want to connect? Look for Edward Jones leaders and financial advisors as speakers in several breakout sessions throughout the conference. Contact me to learn more.

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

With the presidential election only months away, you may be tempted to make emotional decisions regarding your finances. But before you do, let’s explore three key trends on what history tells us about elections and stock markets.

3 takeaways on U.S. presidential elections and stock markets (US|EN) While the presidential election is in November, it's important to explore key historical stock market trends for perspective.www.edwardjones.com/us-en

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

If you’re interested in supporting a charity and potentially lowering your tax bill in retirement, one strategy to consider is a qualified charitable distribution.

Give smarter with your required distribution (US|EN) If you’re interested in supporting a charity and potentially lowering your tax bill, one strategy to consider is a qualified charitable distribution.www.edwardjones.com/us-en

After last week's soft jobs report, markets continued their risk-off positioning that began in the seasonally volatile month of September. We share our view on the slowing labor market and recommendations for investors in the current backdrop.

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

Many people think that estate planning is only for the wealthy or those in retirement. The truth is, regardless of your net worth, family situation or age, an estate plan can help provide you with control over your personal and financial life.

Do I need an estate plan? (US|EN) Regardless of your net worth, family situation or age, an estate plan can help provide you with control over your personal and financial life.www.edwardjones.com/us-en

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.

Uncertain whether the mega backdoor Roth IRA strategy is available to you? Learn how this potential tool may help certain people increase the tax-free assets they can save toward retirement. Then let's schedule time to discuss.

How to take advantage of the mega backdoor Roth strategy We outline how to potentially increase your tax-free retirement contributions with the mega backdoor Roth strategy.

Many important life events, including a loved one's death, making a big move or going through a divorce or remarriage, could mean you need to update your estate documents. Read on to learn five common misconceptions people have about wealth transfer, and then let's discuss your unique needs.

5 common misconceptions about wealth transfer We debunk five common misconceptions about transferring wealth as part of leaving a financial legacy.

To frame the August swings, we examine what's changed, what hasn't and what the evolving conditions may mean for the road ahead.

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

Happy Labor Day! Today, we celebrate the achievements and honor the sacrifices of workers past, present and future.

From personalized financial strategies to lifelong partnerships, an Edward Jones financial advisor supports clients at every stage of life. Explore the role and learn what a day in the life of a financial advisor looks like in our latest Careers blog.

What Successful Financial Advisors Do Every Day Learn more about the day-to-day responsibilities of a financial advisor.

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.

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