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The Edward Jones Perspective

Term or Perm: Which Type of Life Insurance Is Right for You?

Your financial strategy may not be complete until you’ve developed a way to help protect it should the unexpected occur – and this usually involves life insurance. Investment Strategist Rachel Meier breaks down when and how you use term and permanent insurance.

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2018 Equities Update – Risks and Opportunities

This year, we’ve experienced higher market volatility but also continuing economic growth. In this type of environment, where can you find long-term opportunities in stocks? Senior Analyst Robin Diedrich updates us on the equity market so far this year and what we can expect going forward.

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Using Your Cash Wisely

How much cash do you usually have on hand? Too much of your savings sitting in cash can be an issue. The recent rise in interest rates may provide an opportunity for your excess cash, so it’s important to know how much you should hold.

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Has the Investment Outlook Changed?

Market volatility has picked up this year as investors worry about trade wars, rising interest rates and job growth. Investment Strategist Kate Warne discusses our outlook for the remainder of the year and what you need to do to stay prepared for continued volatility.

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4 Tips to Stay Tax-smart in 2018

Are you looking at a tax bill for 2017 and wondering if you could invest smarter from a tax perspective? In this video, Investment Strategist Scott Thoma looks at the new tax rules and shares some tips for tax-smart investing.

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IPOs: Are They Worth the Hype?

Initial public offerings, known as IPOs, tend to attract a lot of investor interest – especially when the company is well-known. However, that excitement isn’t always matched by investment returns. What should you know before investing in an IPO?

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Looking to Fund a Legacy? Try Life Insurance

You probably see life insurance as a way to help replace your income and protect your savings should something happen to you. But did you know it can also help you fund a legacy? Investment Strategist Rachel Meier explains how this unique strategy works.

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    Our Investment Philosophy

    We believe in long-term investing with an emphasis on quality and diversification.

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