Edward Jones - Financial Advisor: Todd Bergstrom

09/18/2023

For most of 2023 so far, investors have gotten the best of both worlds as it relates to the evolving macroeconomic backdrop – above trend economic growth supported by a resilient consumer, and still-high but steadily declining inflation. However more recently, there have been signs that this dynamic is gradually starting to change as the rally in energy prices is leaving a mark on consumer prices and spending.

In our latest weekly market wrap, we offer the following perspective on what last week's uptick in headline CPI and slowdown in retail sales may mean for the Fed and the markets.

A summary of last week's market highlights and economic news.

09/14/2023

Workplace retirement plans are a terrific way to attract new talent and retain your most valuable employees.

Plans for your employees

09/13/2023

Should you prioritize paying off debt or investing? Here’s how we suggest you prioritize paying off your debt without sacrificing your other financial goals.

How to pay off debt while still setting yourself up for the future

09/12/2023

Access to a retirement plan at work is a valuable benefit, but it’s important to make sure you are taking full advantage of the opportunity.

Understand the key benefits of funding your 401k and why you should consider increasing those contributions as your salary increases.

09/11/2023

There's been plenty of motion to evaluate of late, but if we boil it down, there are two primary factors quarterbacking the financial markets: the labor market and inflation.

That said, in our latest Weekly Market Wrap, we highlight a few trends playing out that, while getting less fanfare at the moment, we believe offer additional signals about the state of the market.

A summary of last week's market highlights and economic news.

09/11/2023

As a business owner, you wear many hats and bear many responsibilities. We have options to help solve some pain points such as cash management, key person insurance and retirement plans.

What to keep in mind.

09/10/2023

The work we do helping clients realize their dreams matters. So does the way we do it. So, we're incredibly proud that Edward Jones has been named to the 2023 list of Fortune's Best Workplaces in Financial Services & Insurance®️. This demonstrates one more way we're living our purpose of making a positive impact for our clients, colleagues and communities.

https://bit.ly/3sNUnfw

09/09/2023

October is Cybersecurity Awareness Month. A growing number of scams are targeting investors and their money. Fortunately, there are steps you can take to help protect yourself. Here are some tips to help keep you cyber-safe:

Following time-tested investment principles can help you manage risk. But did you know some of these tips can also work to help keep you cyber safe?

09/04/2023

This past week investors digested key datapoints around the U.S. jobs market, all of which presented a unified message: There are early signs of softening in the labor market ahead. While one month does not make a trend, the consistency of the data recently points to a labor market that may be coming back to earth after an extended period of elevated tightness.

We share two important implications of a potentially cooling labor market and more key takeaways in our latest Weekly Market Wrap.

A summary of last week's market highlights and economic news.

08/31/2023

Throughout our 101-year history, our firm has been known for our culture of caring. So, we’re especially proud to be recognized nationally among the 2023 list of “Companies That Care” by PEOPLE magazine and Great Place to Work®️. Only 100 companies make the list in the U.S. This year, we ranked No. 6.

https://bit.ly/3L3Na1g

08/30/2023

Happy Labor Day! Today, we celebrate the achievements and honor the sacrifices of workers past, present and future.

08/29/2023

Working in retirement can have a significant effect on financial security, but the non-financial benefits can be just as profound and have a positive impact on overall well-being.

In our latest study with Age Wave, respondents who worked during retirement reported experiencing several benefits like staying mentally and physically active and establishing social connections as well as feeling a greater sense of accomplishment and purpose. This is just one example of how the definition of success in retirement is changing.

How are you thinking about your purpose in retirement, and what are your plans for work and relaxation?

https://bit.ly/3PfZFbl