Jordan Jones - MassMutual Lehi

Jordan Jones - MassMutual Lehi There's more to personal finance than just avoiding money mistakes. I can help you develop a proacti

Jordan Jones
Financial Planner
MassMutual
6330 S 3000 E, STE 600
Salt Lake City, UT 84121

04/07/2026

Markets rallied last week on hopes that tensions in Iran may ease. Oil prices and volatility remained elevated, underscoring that any disruption to the Strait of Hormuz remains a key market risk. Meanwhile, resilient U.S. data supported the view that the economy remains on solid footing. Check out this week’s market perspective to learn more.

A home can be a meaningful inheritance — but rising taxes, maintenance costs, and debt mean it may not be as simple or a...
04/06/2026

A home can be a meaningful inheritance — but rising taxes, maintenance costs, and
debt mean it may not be as simple or as affordable as expected. The Great Wealth
Transfer needs thoughtful planning. Curious to explore what inheritance readiness
looks like? Let’s talk.

Make the most of your bonus or tax refund. Let’s explore ways to help fuel your long-term financial growth.
04/02/2026

Make the most of your bonus or tax refund. Let’s explore ways to help fuel your long-term financial growth.

Download this guide to discover 5 smart money moves for today’s market, then schedule a conversation with me about your ...
04/01/2026

Download this guide to discover 5 smart money moves for today’s market, then schedule a conversation with me about your unique goals.

https://bit.ly/4v3I4Y5

03/31/2026

Markets were volatile last week as geopolitical uncertainty and higher energy prices weighed on sentiment. Equities declined, bond yields moved higher, and inflation expectations rose, reflecting a cautious investor backdrop amid ongoing inflation concerns and uneven growth. Read this week’s market perspective for deeper insights on what’s driving markets.

Charitable giving may enable you to keep more of your hard-earned income. Work with me and a tax advisor to explore str...
03/26/2026

Charitable giving may enable you to keep more of your hard-earned income. Work with me and a tax advisor to explore strategies for your situation and giving goals.

03/26/2026

Use this simple 2026 timeline to help you stay organized, confident, and ready to have important financial conversations throughout the year. https://bit.ly/41zPXGZ

03/24/2026

Last week, markets fell for a fourth straight week as tensions with Iran and higher oil prices drove volatility. Rising energy costs reignited inflation concerns, pushing Treasury yields to multi‑month highs and reinforcing a cautious Fed tone. Read this week’s market perspective to learn more.

With taxes top of mind, now is a good time to consider how they can influence the amount you accumulate and the income y...
03/23/2026

With taxes top of mind, now is a good time to consider how they can influence the amount you accumulate and the income you generate in retirement. By working with me and your tax advisor to implement an asset location strategy, you can diversify sources of income that help manage tax liability and the timing of tax payments. Let’s review together — comment below or reach out directly.

03/17/2026

Last week, markets remained volatile as Iran related tensions drove oil price swings, pressured equities, and lifted bond yields. While inflation showed signs of easing, higher energy prices renewed near term inflation concerns and tempered expectations for 2026 rate cuts. Learn more with this week’s market perspective and key insights.

Explore tips that could help reduce taxable income or identify potential tax credits — then connect with me and your tax...
03/12/2026

Explore tips that could help reduce taxable income or identify potential tax credits — then connect with me and your tax advisor to see what applies to you.

https://bit.ly/3P4r0AQ

03/09/2026

Last week, markets were volatile as a spike in oil prices tied to the U.S.–Iran conflict coincided with a weaker-than-expected February jobs report. Overall, markets appeared more influenced by uncertainty around energy supply disruptions and inflation persistence than by a clear weakening in economic fundamentals. Check out this week’s market perspective to learn more.

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