Bob Competiello on LinkedIn: The Great Wealth Talk: 4 tips to help normalize the inheritance discussion… (2024)

National Financial Freedom Day is July 1. Have you taken advantage of our state-of-the-art Financial Foundation tools to work toward your goals? Check out this video to learn more, and then let's talk about how we can help you accomplish what's most important to you.

Planning ahead can be crucial to ensure your assets pass to the loved ones or charitable causes you prefer after death. We're happy to collaborate with you, your attorney and your tax professional to create a financial strategy for the legacy you wish to leave. Let's discuss!

Wondering how markets have typically performed around presidential elections? Here are four lessons we can draw from history.

The June FOMC meeting and U.S. inflation data were front and center last week, with both offering some positive news for the bulls. Our Weekly Market Wrap highlights potential market opportunities ahead.

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Did you know 84% of high school students are concerned about their financial future? At Edward Jones, we see an opportunity to take that concern and turn it into confidence. Since 2020, we have partnered with EVERFI on our Financial Fitness curriculum, a digital education initiative designed to empower high school students, clients, investors and families to gain a deeper understanding of the fundamentals of investing, the global marketplace and foundational financial concepts. We’ve set a goal of impacting one million adults and youth by the end of 2025, and have already reached more than 407,000 learners. Even more powerful, though, is the impact we've seen in the communities we're serving with this program. Through this work, Edward Jones is advancing our purpose to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. https://bit.ly/3A52XGN

It's 529 Month, let’s invest in knowledge! Get started with our lesson to understand the power of 529 plans and strategies to help pave the way for your loved ones' educational success.

Everyone’s financial goals are unique. That’s why here at Edward Jones, we take the time to make a strategy tailored to your financial future. Don’t know where to start? Send me a message and we can take the first step together.

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Whether you plan to travel this summer or relax at home on staycation, tracking progress toward your financial goals helps improve the odds of reaching them. Online Access and our app make viewing your goal progress as simple as a mouse click or screen tap.

How often are your employees receiving financial education to help them save for retirement and other goals? If your answer is "not often enough," let’s talk. We can customize an employee education program to meet your needs.

Are you and your family ready to learn more about important financial topics? Take that next step and see your knowledge grow by reviewing these short, interactive financial modules.