Edward Jones - Financial Advisor: Lisa Cooper

Get our 10 key views for the new year, along with planning strategies and steps to help position your portfolio in 2025.

2025 outlook: Solid fundamentals amid policy uncertainty The economy should keep humming in 2025, in our view, but new policy initiatives and potential interest rate cuts add some uncertainty.

Annuities are insurance contracts that pay a fixed income during retirement. Investors pay into the annuity before they retire and then withdraw from the built-up value as an income source after retiring. Learn more about how an annuity could work as part of your retirement strategy.

What's an annuity? Let's talk through the details

Every life insurance option comes with both benefits and trade-offs. We spend time getting to know you so we can help you determine which choice is right for YOUR situation.

Thinking about permanent life insurance? See if it’s right for you

Is it time to kick your retirement planning into high gear? Review this checklist to make sure you understand how things like Social Security, health care expenses and transitions from saving to spending could affect your income strategy after you retire.

Are you saving for retirement? Read through this checklist

Feeling overwhelmed when it comes to deciding which type of retirement account is right for you? Sometimes you don't need to choose – we often see value in exploring an IRA even if you're already paying into a 401(k). Read these things to consider and let's talk about your options.

IRA vs. 401(k) Benefits to having both