Browsing Tag
Edward Jones
32 posts
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
New Edward Jones survey shows how badly Americans struggle with short-term and long-term savings goals, and how they can improve.
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…
Women Prioritize Immediate Needs Over Saving for Retirement
While women are demonstrating greater financial confidence, a new survey finds getting women to put a higher priority…
Tech Not Scary to Women Advisors
Scared by the rise of artificial intelligence and the robo-advisor? Not the top-earning female financial advisors at Edward…
Which Firm is No. 1 in Investor Satisfaction?
Edward Jones ranks highest in investor satisfaction with full service brokerage firms, topping RBC Wealth Managementand Advisor Group…
How Americans fail at protecting their family’s financial future
Advisors are great at encouraging consumers to save for retirement, but they often neglect talking about life insurance…