Sasha Fitzpatrick
Financial Advisor at Edward Jones
- Report this post
Taxes: It’s the gift that keeps on giving, year after year – and capital gains-distributions can quickly complicate things. Save yourself the confusion with this easy-to-understand piece on its tax implications.
To view or add a comment, sign in
More Relevant Posts
-
Sasha Fitzpatrick
Financial Advisor at Edward Jones
- Report this post
The S&P 500 crossed the 5,000 milestone, a fresh record high for the index. While 5,000 is an arbitrary number and simply an attention-grabbing psychological threshold, it is symbolic of the market's strength and resiliency in the face of a historically sharp adjustment in interest rates. With the economy defying expectations for a slowdown and stocks having rallied about 20% over the past three months, investors are wondering what's next. Our latest Weekly Market Wrap shares our views on five common questions.
Like CommentTo view or add a comment, sign in
-
Sasha Fitzpatrick
Financial Advisor at Edward Jones
- Report this post
Let’s find your rich. We’re not just talking about your financial plan – but helping make sure it’s in step with what really counts. It could be about living life on your own terms. Or having a million memories to share. Or maybe it could be…something you still need help defining.We’re here to help you build a financial strategy that’s connected to a life that feels rich, in the experiences and moments that matter most to you.https://bit.ly/42DSYWB
Like CommentTo view or add a comment, sign in
-
Sasha Fitzpatrick
Financial Advisor at Edward Jones
- Report this post
All eyes were on the Fed last week, with the market's wagon remaining tightly hitched to the outlook for future monetary policy moves. The Fed kept its policy rate steady, but the primary focus was on the central bank's message that it intends to remain on hold a while longer.While markets were hoping for a signal that rate cuts were coming sooner, incoming data, including the latest jobs report, continue to offer confidence that the economy is holding up well enough for the Fed to exercise some patience.In our latest Weekly Market Wrap, we offer our takes on what the latest Fed and employment news means for the markets ahead.
Like CommentTo view or add a comment, sign in
-
Sasha Fitzpatrick
Financial Advisor at Edward Jones
- Report this post
Have questions about your Edward Jones tax forms? Here are some of the most commonly asked questions we hear from clients during tax season.
Like CommentTo view or add a comment, sign in
-
Sasha Fitzpatrick
Financial Advisor at Edward Jones
- Report this post
Over the past week, investors digested two key datapoints that continue to support the case for a soft landing in the U.S.: The S&P PMI data, for both services and manufacturing, were in expansionary territory in January, and fourth-quarter GDP growth exceeded forecasts, coming in at 3.3% annualized, versus expectations of 2.0% growth.While these datapoints are backward looking, they support the narrative that the U.S. economy was not softening entering the new year. In fact, the data indicates that economic growth accelerated at the end of last year. Meanwhile, inflation also showed signs of moderation as we entered 2024.Read more of our takeaways in our latest Weekly Market Wrap.
Like CommentTo view or add a comment, sign in
-
Sasha Fitzpatrick
Financial Advisor at Edward Jones
- Report this post
Despite pushing higher last week, markets in 2024 thus far can best be described as subdued.In our latest Weekly Market Wrap, we discuss three data points to watch as markets get through a bumpy January.
Like CommentTo view or add a comment, sign in
-
Sasha Fitzpatrick
Financial Advisor at Edward Jones
- Report this post
"Inflation" and "the Fed" were two of the most used words in financial market commentary in 2023 as the economy continued to navigate an unconventional cycle. The first full trading week of 2024 brought a fresh read on consumer prices and more discussions about how the path of rates might look like.In our latest Weekly Market Wrap, we offer our take on the debate around the timing of potential rate cuts. Additionally, we share insights into where we see opportunities as markets potentially enter a choppier phase.
Like CommentTo view or add a comment, sign in
-
Sasha Fitzpatrick
Financial Advisor at Edward Jones
- Report this post
Help your portfolio start the year off on the right foot — with your goals in focus.
Like CommentTo view or add a comment, sign in
-
Sasha Fitzpatrick
Financial Advisor at Edward Jones
- Report this post
2023 is over, and so too is the stock market's winning streak. After nine straight weeks of gains, the S&P 500 finally took a breather, falling slightly last week. We'd chalk it up primarily to some beginning-of-the-year repositioning, as well as a to-be-expected break after a stellar 16% rally in the final two months of the year.Last week brought fresh data on both the Fed and the labor market, and while it failed to fuel an extension to stocks' winning streak, we don't think it changes the broader direction as markets embark on their encore to last year's rebound. In our latest Weekly Market Wrap, we share a few takeaways on how these important factors are kicking off 2024.
Like CommentTo view or add a comment, sign in
69 followers
- 361 Posts
View Profile
Follow