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Edward Jones

Commentary 

Year-end: Put this year’s investment performance in perspective

January 5, 2019January 5, 2019 Robert Perea 0 Comments Dallia Herring, Edward Jones

Courtesy Dallia Herring, Edward Jones dallia.herring@edwardjones.com How can you assess your investment portfolio’s performance in 2018? The year was full

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Commentary 

Financial Focus: Retirement Security Week – Take Steps to Boost Your Retirement Security

October 15, 2018 Robert Perea 0 Comments Dallia Herring, Edward Jones

Courtesy Dallia Herring, Edward Hones dallia.herring@edwardjones.com To raise awareness about the importance of saving for retirement, Congress has dedicated Oct.

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Commentary 

Financial Focus: Consider financial gifts for your grandchildren

September 3, 2018 Robert Perea 0 Comments Dallia Herring, Edward Jones

Courtesy Dallia Herring, Edward Jones dallia.herring@edwardjones.com National Grandparents Day is observed on Sept. 9. If you’re a grandparent, you may

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Commentary 

Financial Focus: What should you do with an inherited IRA?

August 12, 2018 Robert Perea 0 Comments Dallia Herring, Edward Jones

Courtesy Dallia Herring dallia.herring@edwardjones.com Individual Retirement Accounts (IRAs) are quite popular. At the end of 2017, investors owned nearly $9

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Commentary 

Financial Focus: Help protect vulnerable family members from scam artists

August 10, 2018 Robert Perea 0 Comments Dallia Herring, Edward Jones

Courtesy Dallia Herring, Edward Jones dallia.herring@edwardjones.com If you have older family members whose cognitive functions or decision-making abilities have declined,

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Commentary 

Financial Focus: Questions to ask your financial advisor

July 23, 2018 Robert Perea 0 Comments Dallia Herring, Edward Jones

Courtesy Dallia Herring dallia.herring@edwardjones.com You should always be able to ask as many questions as you’d like when working with

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Commentary 

Financial Focus: 4th of July – Work toward your own financial Independence Day

July 8, 2018July 8, 2018 Robert Perea 0 Comments Dallia Herring, Edward Jones

Courtesy Dallia Herring, Edward Jones dallia.herring@edwardjones.com The Fourth of July, our national Independence Day, may get you thinking of the

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Commentary 

Don’t let your investments go on “vacation”

June 27, 2018 Robert Perea 0 Comments Dallia Herring, Edward Jones

Courtesy Dallia Herring, Edward Jones dallia.herring@edwardjones.com Summer is here – and so is vacation season. Americans spend a lot on

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Commentary 

Financial Focus: Father’s Day – Lessons About Money Can Be Priceless Gifts to Children

June 20, 2018 Robert Perea 0 Comments Dallia Herring, Edward Jones

Courtesy Dallia Herring dallia.herring@edwardjones.com Father’s Day has just passed. If you’re a dad, you certainly may enjoy getting cards and

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Commentary 

You can still gain tax benefits from charitable donations

June 11, 2018 Robert Perea 0 Comments Edward Jones

Courtesy Dallia Herring, Edward Jones dallia.herring@edwardjones.com Like most people, you probably know several organizations worthy of your philanthropy, and you

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