Edward Jones-Financial Advisor: Benito Vattelana

12/25/2022

However you celebrate, we hope your day is filled with Christmas cheer!

12/22/2022

A will, a living trust — what’s the difference? Knowing what’s right for you is essential to putting together a comprehensive estate plan. Take a look at the benefits of each document.

It's crucial to create an estate plan that leaves the legacy you desire. Understanding the difference between wills and living trusts can help.

12/14/2022

Are we getting closer to a peak?

While monetary policy tightening phases can be painful for stock and bond market returns, we may be closer to the end of the Fed's rate-hiking campaign than the beginning. Market expectations currently call for the Fed's final rate hike to occur at their February 2023 FOMC meeting. Historically, when the Fed's policy rate peaks, market performance is quite strong in the 12 months that follow: Since 1980, S&P 500 returns during this period have averaged about +15%.

While every cycle is unique, given the negative returns and sentiment this year, markets may certainly welcome a potential pause in Fed tightening.

12/05/2022

When was the last time you checked your credit score? If you’re looking to borrow money, buy a car or even apply for an apartment, it’s important to know your standing. Learn more about what your credit score actually means, and try our tips for helping raise it.

Are you keeping score?

11/23/2022

Our managing partner, Penny Pennington, demonstrates the strength of her leadership not only to the 50,000 Edward Jones associates and 8 million clients but also, on an even larger scale, to the finance industry and the American business sector overall. Congratulations Penny for being named in 2022 to both the Fortune® Most Powerful Women in Business and the American Banker 25 Most Powerful Women in Finance lists. https://bit.ly/3MczpMN

11/11/2022

On this day, and all other days of the year, we humbly thank our brave veterans for their service and sacrifice.

With heartfelt appreciation on Veterans Day.

11/09/2022

It's important to have a well diversified investment portfolio. This graphic shows how we recommend dividing investments across a variety of asset classes within the equity and fixed income portions of a portfolio based on our long-term outlook. The exact weighting to each asset class will depend on your optimal portfolio mix.

10/31/2022

Happy Halloween! Feel free to stop in for a spell. We’d love to see you!

10/20/2022

Is living in any of these countries in your retirement plans? Let's talk!

Where to retire cheaply abroad — and how much you could save in each destination.

10/11/2022

What you should be thinking about at this age to help you reach your financial goals in the future.

What you should know

10/05/2022

What do you get when you combine rising prices with increased volatility? Lots of confusion. Here’s an easy-to-understand piece that breaks down what inflation is, why it’s happening, and how you can prepare for an uncertain future.

After decades in hibernation, inflation’s back. Here are the basics about this invisible thief.

09/29/2022

It's a topic that's on many people's minds. After checking out this article, what do you think?

The gap between what it costs to rent and own has widened this year amid rising mortgage rates.