Browsing Tag
Edward Jones
26 posts
529 Plans Still Have an Identity Problem
As “National 529 Day” approaches, Edward Jones survey finds only two in five Americans recognize 529 plans as an education savings tool—and only 13% are using them
Post-COVID, Retirees Feel Optimistic, Have a Sense of Purpose
After a tumultuous year upended the lives of countless Americans, a new study finds that the pandemic experience…
As ‘529 Day’ Approaches, States Crank Up Much-Needed Awareness Efforts
Saturday is more than just May 29th. It’s National 529 Day, a celebration of the tax-advantaged accounts that…
Top 10 Full-Service Investment Firms: J.D. Power Rankings
J.D. Power today released its 2021 rankings of full-service investment firms, with Edward Jones topping the rankings with…
Despite Pandemic, Americans Feel in Control of Finances
Although the COVID-19 pandemic presented a curveball for many families, most Americans (81%) feel in control of their…
Retirees Handling COVID-19 Better than Younger Generations?
Retirees are coping with the effects of COVID-19 far better than younger generations, despite the pandemic’s severe and…
Edward Jones, Others Take Steps to Slow Coronavirus Spread: Updated
UPDATE from NAPA: Due to the latest CDC recommendations, we will be postponing the NAPA 401(k) Summit. We expect…
Americans Know They Need to Do Better With Savings Goals
Americans have mixed emotions about saving money, find it challenging to balance short-term and long-term savings goals (like…
Most Americans Leaving Crucial Legacy Decisions Up in the Air
Legacy planning is a back-burner issue for most Americans according to a new survey by Edward Jones. While…
National 529 Day: States Aim to Boost Awareness
It’s May 29, which means it’s “529 Day,” or more formally, National 529 College Savings Plan Day—a new…