Murs Tariq, CFP®

Cash has had a good run, but are expected rate cuts signaling danger ahead? Brad Rutan and Jenine Garrelick discuss what federal funds and cash yield correlation could mean for your clients and what you can do about it. Register today. bit.ly/4dOYBWI.

59% of annuity investors say they struggle with their financial health, plus they don't fully understand the products they own. So how do these investors choose which annuities to invest in? Learn more in this month’s Retirement at a Glance. bit.ly/3UNORoY.

Learn how you can transfer your skills to a new career at Edward Jones. In this 30-minute virtual event, you'll hear from current Edward Jones Financial Advisors as we discuss the unique business model that enables you to run and build your own business, transferring your current skills into a career as a financial advisor, and so much more. Register here: https://bit.ly/4ehQ2o5

Cash has had a good run, but are expected rate cuts signaling danger ahead? Brad Rutan and Jenine Garrelick discuss what federal funds and cash yield correlation could mean for your clients and what you can do about it. Register today. bit.ly/4dOYBWI.

Ask the CFP®️: What Should I Do to Prepare Five Years Before I Plan to Retire? Let’s explore some key steps you should consider in the five years before you plan to retire. First, take the time to consider your retirement goals in greater detail. Prioritize the experiences that are most important to you – do you want to travel, pursue hobbies, volunteer for a cause that inspires you, mentor others? Describe the lifestyle you envision for your post-retirement years and – this is important – have a plan for how you will fill your days. Next, assess your overall current financial situation. Consult with your financial advisor to create a realistic retirement budget including housing, transportation, healthcare, and your leisure activities. This will help determine how much income you’ll need to maintain your desired lifestyle. Click the link for to hear more… https://bit.ly/3Bc0Qpc

Cash has had a good run, but are expected rate cuts signaling danger ahead? Brad Rutan and Jenine Garrelick discuss what federal funds and cash yield correlation could mean for your clients and what you can do about it. Register today. bit.ly/4dOYBWI.

Facing recent inflation and potential retirement insecurity, Gen Xers may need financial planning support more than ever, according to survey results from Natixis Investment Managers. Read more about their challenges to understand how you might be able to serve this demographic.

Amid the flurry of daily headlines, we take a step back to examine the broader implications for fixed-income markets and provide guidance on how investors can best position themselves after such a whirlwind week. Read more from AB's Fixed Income Senior Portfolio Managers.

Click below to check out resources to help you understand and navigate today’s market and economic landscape.

Balancing everyday expenses with long-term financial goals is a challenge. Let's chat about how to create a budget aligned with your goals. https://lnkd.in/eu62rpRk ​