Lea Evers, CFP®, AAMS®, CRPS® on LinkedIn: Building Emergency Savings (2024)

Wondering whether opening an individual retirement account is the right option? Check out our answers to these common IRA questions to gain some clarity. I'm happy to schedule time after to discuss how opening an IRA might help you meet YOUR unique financial goals.

This year's intense focus on the timing of a potential Fed rate cut, as well as the mania around AI, have been well documented. But there's more to this market than meets the eye. We share three things that might come as a surprise in our latest Weekly Market Wrap.

Trying to understand and plan for future education costs can seem overwhelming and confusing. Learn more about 529 plans and how they can help you set aside money for costs down the road.

After 4 weeks of rallying, markets took a breather last week, despite stellar earnings from the artificial intelligence (AI) darling Nvidia. While returns were narrow and concentrated in the technology space early on, diversification will likely be a key theme as the bull market continues and matures.Find out more in our latest Weekly Market Wrap.

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Talking to your family about how you want to pass along your wealth can be emotional. But there are ways to feel more confident and prepared to broach the subject.Check out our latest guidance, and don't hesitate to reach out for support in the process: https://bit.ly/3wF70MhEdward Jones, in partnership with Morning Consult and NEXT360 Partners, LLC, conducted a mixed-methods study combining a nationwide online survey (fielded between Dec. 28 and 29, 2023) executed by Morning Consult (among a U.S. national sample of 2,202 adults reflecting the demographic profile of the United States) combined with interviews, focus groups and cognitive mapping conducted by NEXT360 Partners with participants in Atlanta; Charlotte and Raleigh-Durham, N.C.; Cleveland, Ohio; Dallas/Ft. Worth; Denver; Los Angeles; and Phoenix.

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Boosting your savings takes a plan and if you're struggling with debt it can feel like an impossible challenge. Fortunately, America Saves Week is here and so is our short lesson to help you plan to pay off your debt. Check our lesson out today to take the next step.

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With inflation's peak in the rear view, and the stock market climbing to a new summit in recent days, last week highlighted the role the descent in inflation is having on the ascent in equities. We think these conjoining trends can persist, though likely with a few more hiccups along the way.Check out our peak perspectives in our latest Weekly Market Wrap.

Deciding when and how to leave your wealth to your beneficiaries remains a vital part of your legacy.Learn more about two main ways to pass along your assets — as an outright gift or as part of a trust – and reach out with any questions.https://bit.ly/44Jl3wMEdward Jones, in partnership with Morning Consult and NEXT360 Partners, LLC, conducted a mixed-methods study combining a nationwide online survey (fielded between Dec. 28 and 29, 2023) executed by Morning Consult (among a U.S. national sample of 2,202 adults reflecting the demographic profile of the United States) combined with interviews, focus groups and cognitive mapping conducted by NEXT360 Partners with participants in Atlanta; Charlotte and Raleigh-Durham, N.C.; Cleveland, Ohio; Dallas/Ft. Worth; Denver; Los Angeles; and Phoenix.

As the first quarter earnings season wraps up, we offer our take on the state of corporate America, which provides a valuable compass for evaluating the overall trajectory of stocks.