Edward Jones - Financial Advisor: Howard Patchin

2025 kicked off with solid economic fundamentals in the U.S. and Canada, even with political shifts underway for both. We share our views on the markets in the current backdrop and year ahead.

Weekly market wrap A summary of last week's market highlights and economic news.

We recommend taking a long-term approach when it comes to investing and planning for the future. Consider the items on this year-end checklist as you start preparing your financial strategy for 2025.

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

I understand how overwhelming it can feel in the wake of a job loss. Review these adjustments to your financial strategy that could help. I'm also happy to discuss how you may be able to prioritize your budget as you seek your next career opportunity.

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Despite an underwhelming end, 2024 proved to be a stellar year for investors. Can the good times continue? We share five key views for 2025.

Weekly market wrap A summary of last week's market highlights and economic news.

One investment strategy some people consider is whether a Roth IRA conversion can help them meet their retirement goals. Check out these benefits and considerations as you ponder this question yourself, and then call me to discuss.

Should you consider a Roth IRA conversion? A Roth IRA conversion could be a smart strategy to help you meet your retirement goals. Learn more about the benefits of converting a Roth IRA.

Unsure which type of retirement account might be a good fit for you or whether you should consider a 401(k) rollover? I can help you understand these different account options and how they could fit into your unique financial strategy.

401(k) or IRA? We’ve got you covered. Choose from a variety of plans

Each year brings its share of changes, and 2025 will likely be no different. We take a look back – and forward – at fixed-income investments.

Weekly market wrap A summary of last week's market highlights and economic news.

Family gatherings can give you a chance to talk about your estate and legacy.

4 tips to make financial discussions easier during the holidays (US|EN) Follow these tips to help make financial discussions with loved ones easier regarding your estate, legacy and wealth.www.edwardjones.com/us-en

Social Security is one of your most valuable retirement assets. Before you claim it, understand how your options may affect your and your spouse’s retirement.

Your Social Security decisions could affect your spouse (US|EN) Let’s talk about your options before you decide to claim your benefits.www.edwardjones.com/us-en

The Federal Reserve caught markets off guard at its final meeting of 2024 with a hawkish tilt to its updated economic projections and "dot plot." We share key takeaways and considerations for long-term investors.

Weekly market wrap A summary of last week's market highlights and economic news.

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

One lesson 2024 taught is that focusing on what we can control is a much more effective strategy than becoming overwhelmed with worry over what we can't. Do you have a higher net worth or income level? This year-end checklist can help you plan how to keep your financial strategy on track.

Year-end checklist for investors with more complex needs (US|EN) If you have a higher net worth or higher income, this checklist highlights actions you can take before 2024 ends to help keep your financial strategy on track.www.edwardjones.com/us-en

The market outlook remains positive, but improvement in inflation is stalling in the fourth quarter, creating some uncertainty about what comes next for central banks.

Weekly market wrap A summary of last week's market highlights and economic news.

Life insurance can be a vital part of any financial strategy and a critical means of protecting your loved ones should something happen to you. But are you adequately covered?

Is life insurance worth it as you age? (US|EN) Explore the different types of life insurance policies and identify the best option for you.www.edwardjones.com/us-en

Considering tapping into your 401(k) earlier than you initially planned, whether as a loan or a withdrawal? Learn some potential alternatives as well as considerations, including the possibility of utilizing an IRA rollover strategy if you leave an employer before a loan is fully repaid.

Tapping into your 401(k): Withdrawal or loan? If you need extra money, should you consider your 401(k)? Know the difference between withdrawing cash or taking a loan.

Our latest Weekly Market Wrap highlights some of the reasons investors have to cheer as we head into the holiday season and year-end.

Weekly market wrap A summary of last week's market highlights and economic news.

If you're looking for holiday gift ideas beyond the traditional fare, funding a child's education with a 529 savings account is a gift worth giving — and one that can have lasting benefits.

529 education savings plans: holiday gifts with lasting benefits (US|EN) Gifting 529 education savings contributions during the holiday season is one holiday gift with lasting benefits.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