Edward Jones perspective newsletter

Stay focused on creating a better future for yourself and your family with topics you care about. Learn do's and don'ts to follow as you make financial decisions, and get our perspective on the markets, the economy and more – all delivered to your inbox each month. Ask your Edward Jones financial advisor to sign you up for the Edward Jones e-newsletter.

March 2021

Inside the March Edward Jones Perspective newsletter: important financial milestones you can follow, 4 ways to get back on track after a financial setback, and more.

• Three milestones on the road to financial stability
• Financial guidance to share with younger generations
• Three things investors wish they'd known before retirement
• Four ways to get back on track after a financial setback
• First-time home buyer's checklist

February 2021

Inside your February newsletter: What's new for tax season, test your tax knowledge and more.

• 2020 Taxes: What you need to know
• Are you at risk for tax identity theft?
• Tax-smart investments when you earn more
• Filing your taxes: DIY or hire a professional?
• Test your tax knowledge

January 2021

Inside the January Edward Jones Perspective newsletter: Tips for putting your portfolio into perspective, what you should know about Social Security in 2021 and more.

• Are you on track? Three ways to put performance into perspective
• Social Security updates in 2021: What you need to know
• Should risk be part of your portfolio close to retirement?
• Managing your debt from the holidays
• Three financial to-dos when you have kids

December 2020

Inside the December Perspective newsletter: What to expect with the markets in 2021, tips when giving to charity this holiday season, how to talk to your parents about money and more.

• Turning the page on 2020. What comes next?
• Making the switch from saving to spending in retirement
• Charitable giving FAQs
• Talking to your parents about money: Pitfalls to avoid
• Answers to financial questions you're afraid to ask