Edward Jones-Financial Advisor: Neil Hershey

Overconcentration in your portfolio can limit your investment success and opportunities. Now is a great time for us to review your portfolio diversification, together. [EDJ2021]

Gen Xers, also known as members of the Sandwich Generation, are still raising children while also becoming caregivers for aging family members. And out-of-pocket costs for care have risen by $200 a month. Read here to see how COVID-19 factored into this shift. [EDJ2021]

If you’re ready to evolve your spending habits for a better 2021, here are some tools for smarter budgeting. [EDJ2021]

The pandemic has had a big impact on families that need caregivers. Many have graciously taken on this role to support their parents and other family members. If you are one of these inspiring people, read how to balance this job and take time for yourself. [EDJ2021]

Interested in learning more about last week's market and what this week could hold? Take a look at this update.

Changing jobs can spark the question: What do I do with my 401(k)? There are four options to consider. Let’s talk about the right one for you.

It's nearly kick-off time for the Big Game. Which team or big game snack is your MVP? [EDJ2021]

Let us know how we can help.

Worried about how COVID-19 might affect your retirement plans? Let’s schedule a meeting and review your plan, together. [EDJ2021]

Have you recently changed jobs or careers? It’s time to decide what to do with your 401(k). [EDJ2020]

Your Edward Jones tax forms can be found here. [EDJ2021]

Sorting fact from fiction [EDJ2021]