As we enter giving season, charitable giving often becomes more top of mind – but for some, it’s a year-round and continuous priority.This webinar will discuss some of the tax benefits and trade-offs of charitable giving as well as related financial strategies that can be implemented across your lifetime. Our industry professionals will also help you answer the question: What does charitable giving look like for you now and in the future? Webinar Contributors:● Leslie Geller Wealth Strategist, Capitol Group | American Funds ● Zach Gildehaus, CFA®, CFP® Senior Analyst, Advice and Guidance, Edward Jones ● Kobby Okum, CFP®
Financial Advisor, Edward Jones Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation.I look forward to you joining us.
With just a few days away from the end of June, stocks gained some ground last week but remain down nearly 20%, their worst first six months of any year since 19701. Aggressive central-bank tightening, concerns around inflation, and the effect of these two factors on growth have led to a rapid adjustment in interest rates, valuations, and sentiment. We think that the economy will continue to slow in the quarters ahead, reflecting the lagged impact of policy tightening. However, the year-to-date sell-off in both stocks and bonds has improved future returns for long-term investors. We’d offer the following perspective on how the economy, stocks and bonds are shaping up at the midyear point and what could be in store for the second half.
You’re invited to our upcoming Edward Jones interactive webinar: Investing and Emotions Date: Wednesday, March 23, 2022 Time: 1 p.m. PT Register Now While we can’t control uncomfortable market ups and downs, we can determine how we respond.
In this webinar, industry professionals will discuss the current climate that could be causing your emotions to swing, and what to do instead to help ensure a calm disposition and a more mindful investment strategy.
Webinar Contributors: ● Liz Koehler, CFA® Managing Director, Head of Advisor Insights Team, BlackRock ● Meagan Dow, CFA®, CFP® Senior Client Needs Research Analyst, Edward Jones ● Travis Lowis Financial Advisor, Edward Jones I look forward to you joining us.
San Elijo Hills Resident Ross B. Hansen, CFP of Edward Jones would like to invite you to an upcoming webinar, Inflation: What You Can Do About It, on Jan. 26. Here are the details.
We’ve all seen the headlines – inflation is high. Supply chain issues, labor shortages and more can impact investors. We’ll discuss historical and current inflation examples, as well as detail current planning implications and strategies investors can use to help mitigate inflation risk in the future.
Wednesday, Jan. 26, 2022
Time: 1 p.m. PT
Tune into this webinar for the key things you should know to help your portfolio weather these market changes.