Edward Jones - Financial Advisor: Kim Larson

Edward Jones - Financial Advisor: Kim Larson

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Read about education savings strategies 06/17/2024

The June 30 deadline for filing the FAFSA to receive financial aid for the next school year is just around the corner. That yearly deadline can also be a good reminder to consider the different education savings options available to you.

Read about education savings strategies From 529s to bonds, etc.

Elections and the markets: 4 lessons from the past 06/05/2024

Wondering how markets have typically performed around presidential elections? Here are four lessons we can draw from history.

Elections and the markets: 4 lessons from the past By looking at the past, we can learn four valuable lessons about how elections impact the markets. Explore market insights from Edward Jones.

05/30/2024

Our Managing Partner Penny Pennington's recent article, "We Aren’t Talking Enough About One Aspect of the Great Wealth Transfer," for the Milken Institute's Power of Ideas series touches on the critical nature of family conversations around the passing of inheritance.

Give it a read and don't hesitate to reach out for guidance to help ensure productive approaches to the shifting of wealth: https://bit.ly/3R2EI5h

Protect yourself against fraud 05/24/2024

Romance scams are on the rise, but there are steps you can take to protect yourself and others from falling victim to these scams. For instance, get a second opinion. Scammers typically count on the fact that you’ll be too embarrassed to reach out for advice, but it never hurts to have someone else evaluate the situation. Talk to a trusted family member or your financial advisor if you’re unsure. Learn more here:

Protect yourself against fraud Stay informed

How Personalized Journeys Elevate The Employee Experience 05/22/2024

Sponsored by Firstup For years, Gallup has tracked global employee engagement. Although the trend line has improved somewhat over the past decade, still only 23% of full-time workers are engaged in their jobs. In other words, fewer than 1 in 4 people feel a real zest for their daily responsibilities. But it doesn’t have to be The post How Personalized Journeys Elevate The Employee Experience appeared first on TalentCulture.

How Personalized Journeys Elevate The Employee Experience Work engagement seems stuck at low levels. But here's how personalized journeys move the meter by elevating the employee experience

Driving financial success by putting people first 05/20/2024

Edward Jones was recently named among the 2024 Fortune 100 Best Companies to Work For®️ by Great Place To Work®️ and Fortune®️ magazine. Hear more from our Managing Partner Penny Pennington about what sets our firm apart.

2024 Fortune 100 Best Companies to Work For, published April 2024, research by Great Places to Work, data as of August 2023. Compensation provided for using, not obtaining, the rating.

Driving financial success by putting people first Edward Jones retains its top talent through purpose-driven work, professional development opportunities, and a spirit of caring.

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