Edward Jones - Financial Advisor: Sam Bowker

Recently changed jobs or decided to retire and have a 401(k) plan to consider? Learn which of these four options might work for you: Leaving it, moving it, rolling it over to an IRA or cashing it out (and the potential tax consequences).

401(k) rollover options Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

The markets have seen their share of ups and downs in 2024. This year-end checklist highlights actions you can take to help keep your financial strategy on track as you head into the new year.

Year-end checklist for your financial strategy (US|EN) These actions for 2024 may help you keep your financial strategy on track.www.edwardjones.com/us-en

There are many account options when it comes to investing for retirement. Here are some reasons a Roth IRA may make sense for you.

Benefits of a Roth IRA (US|EN) Learn about the many benefits opening and contributing to a Roth IRA can make toward helping you reach your retirement goals.www.edwardjones.com/us-en

Our latest Market Pulse dives into our analysis of near-term implications of the U.S. election on stock market returns, inflation and bond yields and opportunities for long-term investors.

Presidential Election Implications for Investors | Edward Jones Our analysis on the near-term implications the U.S. election has on stock market returns, inflation and bond yields, along with opportunities for long-term investors.

Stay up to date with the latest developments, trends and daily insights on the market.

Daily market snapshot Stay up to date with latest developments, trends, and daily insights on the market. Get a comprehensive look at market movements, international updates, economic indicators, and our expert's analysis.

Owning a business comes with both rewards and challenges. We can help you consider many of the most common financial needs business owners face, including retirement plans and expense management.

Let's set up time to discuss how we can help you meet these challenges in a way that works for you — and your business.

Strategies catered to business owners Here's our business owners hub

Check out our financial calculators to estimate whether you're saving enough to meet your financial goals in the future. If it looks like you might fall short, I'm happy to discuss how I can help you make a strategy to get back on track.

Financial calculators (US|EN) Set goals for your future using our financial calculators.www.edwardjones.com/us-en

"Can I save enough for both my child's education and my own retirement?"

It's a question I often get asked, and an important one at that. Proper planning and an understanding of the trade-offs involved will help you find the right balance.

The answer looks a bit different for everyone - send me a DM if I can be of assistance!

Saving for both retirement and college? Your financial advisor can help you balance your saving strategy to achieve both goals.

Are your investments causing too much capital gains tax? Understanding capital gains and how they’re taxed is key to potentially reducing your capital gains tax burden.

3 strategies to help reduce your capital gains tax (US|EN) Are your investments causing too much capital gains tax? Understanding capital gains and how they’re taxed is key to potentially reducing your capital gains tax burden.www.edwardjones.com/us-en

The amount you should have for retirement depends on how much income you earn and save today, how your investments perform, and how much you plan to spend in retirement and for how long.

How much should you have saved for retirement? (US|EN) If your retirement savings aren’t within range, here are some strategies to help.www.edwardjones.com/us-en

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

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