Edward Jones - Financial Advisor: Alex Lutz

07/24/2025

The types of retirement accounts can seem dizzying – 401(k)s, Roth IRAs, traditional IRAs, 403(b)s, and 457s, oh my! The good news is that I can help you understand the differences so you can select which one (or more) suits your needs the best. Let's set up time to chat.

Choose from a variety of plans

07/21/2025

Despite the uncertainty that began earlier this year, markets have been able to climb several walls of worry, supported by solid economic fundamentals. We share our outlook for the back half of the year: https://bit.ly/4kWdRnv

07/17/2025

Planning to buy a home or do some home renovations? It's important to be intentional about how you fund it. We can create a financial strategy designed to help you achieve your goals.

Edward Jones clients have the option to borrow funds by using securities and assets within eligible accounts. Learn more.www.edwardjones.com/us-en

07/15/2025

Investing involves risk – and so does not investing. If you don’t invest, your money may not grow enough to allow you to reach your important long-term goals, such as a comfortable retirement.

See Edward Jones' tips when buying CDs.

07/14/2025

Stocks held near record highs, new tariffs were announced, and the H.R. 1 bill was signed into law. We dig into what the past week or so might mean for investors: https://bit.ly/4lsEgdD

07/10/2025

There are many things in life you can't control, but saving for the future doesn't have to be one of them. Here are three factors to consider when saving for retirement.

Tips for getting started

07/08/2025

Whether you are decades away from retirement or are looking to retire in the next few years, it’s never too soon (or too late) to ramp up your retirement savings. Here are some strategies to help boost your 401(k) contributions.

Funding your 401(k) comes with many benefits. Learn how much you should consider contributing to your 401(k) as your salary increases.

07/07/2025

The first half of 2025 provided plenty of twists and turns for investors. With the second half of the year likely to bring its own share of uncertainties, we highlight three key themes and corresponding portfolio opportunities to help investors navigate the second half: https://bit.ly/40DBQjX

07/04/2025

Today, we celebrate the birth of a nation founded on the principles of liberty, equality and justice for all. May the spirit of patriotism unite us all as we honor the legacy of our forefathers. Here's to the land of the free and the home of the brave. Happy Fourth of July.

07/01/2025

Life is full of surprises, but when you’ve got the right guidance and assistance, you can be ready for just about anything. Here are some tips to help you protect your financial future from unexpected events.

Retirement risks

06/30/2025

While momentum is likely on investors' side in the near term, there are key catalysts in the weeks ahead that markets will have to digest: https://bit.ly/3IoOCMQ

06/26/2025

Are you on track to achieve your retirement goals? This retirement calculator gives you an idea of what you’ll need to retire based on your age, current savings and desired age of retirement. Find out if you’re on your way to your dream retirement.

Let’s talk about your savings