Edward Jones

Not only can your HSA help maximize your health care savings, but it can function as a powerful tool for your retirement strategy.

As you consider how you'll transfer your wealth to the next generation, it's important to discuss your plans with your family to avoid any misunderstandings. Wealth transfer isn't just about money; it's also about your values. Join us to learn the why, what, when and how of the great wealth transfer talk in your family.

Between a barrage of corporate earnings, the first quarter GDP report, and the release of the Fed's preferred measure of inflation, investors had plenty to digest as markets continue navigate a bumpy start to the second quarter. While new data flooded in, the narrative stayed largely unchanged in our view, and stocks recovered some of the April losses on the back of strength from tech. We offer our take on last week's developments along with portfolio implications.

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. Watch the full episode here: https://lnkd.in/gBzpUSjg

We believe in empowering all generations of Americans with the knowledge and tools they need to pursue their financial goals. Check out the "Keys to Financial Success and Promoting Long, Healthy and Productive Lives for Everyone" podcast series from the American Society on Aging we were featured on. Listen here: https://ow.ly/URKx50Ron7Y

What are some key opportunities for investors this year? In a recent Wall Street Journal article, 23-year veteran Edward Jones Financial Advisor Kelly Rae Haskell shared her current views on the U.S. economy and insights into potential portfolio review considerations. Article is provided for informational purposes only. It is not intended, and should not be construed, as a specific recommendation or investment advice.

Financial literacy improves the resilience of our communities. That’s why we’re proud to have reached more than 848,000 learners in person and online through Financial Fitness educational programs since 2020. Learn more in our sixth-annual Purpose, Inclusion and Citizenship Report, Growing Our Impact: https://lnkd.in/dg-W_j7X

During National Volunteer Week, we say thank you to our 520+ regional coordinators — rock star volunteers who champion the fight to end Alzheimer’s by rallying 12,000+ participants to join 3,000+ Edward Jones Walk to End Alzheimer’s ®️ teams in 600+ walks raising more than $3 million every year. Your leadership matters — and has helped us raise $45 million to advance Alzheimer’s care, support and research. Thank you! Contributing to a cause and participating or volunteering for a charitable event is a personal decision and completely voluntary.

Our Managing Partner Penny Pennington recently joined Bloomberg TV and discussed the conversations our financial advisors are having with our clients around the markets and the economy. Watch here: https://ow.ly/qfoz50Rk7R6.

In 2023, stock markets were led by a narrow group of stocks and sectors, primarily in the mega-cap technology space, and driven by that growing enthusiasm around artificial intelligence and generative AI broadly. This year, however, we are seeing overall a broader group of sectors and asset classes that are outperforming. Our Principal and Senior Investment Strategist Mona Mahajan looks first at the S&P 500 sector returns in our latest Market Compass. Watch the full episode: https://lnkd.in/gBzpUSjg