Karissa Mooney
Financial advisor serving the Lafayette area | Financial Strategies | Retirement | Insurance | Estate Considerations
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Planning to buy a home or do some home renovations? It's important to be intentional about how you fund it. If you go the route of borrowing, using debt strategically is key.
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Karissa Mooney
Financial advisor serving the Lafayette area | Financial Strategies | Retirement | Insurance | Estate Considerations
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By incorporating a solid strategy that considers different options for balancing and achieving your short- and longer-term goals, you'll be able to enjoy life now without compromising your future security.
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Karissa Mooney
Financial advisor serving the Lafayette area | Financial Strategies | Retirement | Insurance | Estate Considerations
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A certificate of deposit (CD) lets you invest your money for a set period to earn a fixed rate. For some, a CD presents the ideal combination of reliable returns and low risk.
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Karissa Mooney
Financial advisor serving the Lafayette area | Financial Strategies | Retirement | Insurance | Estate Considerations
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This year's intense focus on the timing of a potential Fed rate cut, as well as the mania around AI, have been well documented. But there's more to this market than meets the eye. We share three things that might come as a surprise in our latest Weekly Market Wrap.
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Karissa Mooney
Financial advisor serving the Lafayette area | Financial Strategies | Retirement | Insurance | Estate Considerations
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DEI 365 is our overarching approach to strengthen cross-cultural understanding through year-round learning opportunities, programs and experiences. These moments strengthen our culture of inclusion and encourage cultural awareness and empathy. DEI 365 seeks to spread the word that diversity, equity and inclusion are for everyone — branch teams, home office associates, our clients, and our communities. Learn more in our sixth-annual Purpose, Inclusion and Citizenship Report, Growing Our Impact: https://bit.ly/45ad9wO
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Karissa Mooney
Financial advisor serving the Lafayette area | Financial Strategies | Retirement | Insurance | Estate Considerations
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With summer only one short month away, it's the perfect chance to sign up for Online Access and download our mobile app to easily stay connected, even on the go.
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Karissa Mooney
Financial advisor serving the Lafayette area | Financial Strategies | Retirement | Insurance | Estate Considerations
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At Edward Jones, we understand that retirement looks different for everyone. We work with our clients to help them understand their options, developing and implementing strategies based on individual goals and mindsets, throughout their savings years and while living in retirement. Learn more in our sixth-annual Purpose, Inclusion and Citizenship Report, Growing Our Impact: https://bit.ly/4bzbq6q
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Karissa Mooney
Financial advisor serving the Lafayette area | Financial Strategies | Retirement | Insurance | Estate Considerations
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Working toward retirement savings, preparing for the unexpected and estate planning can support a more complete financial strategy and help protect your financial future.
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Karissa Mooney
Financial advisor serving the Lafayette area | Financial Strategies | Retirement | Insurance | Estate Considerations
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After 4 weeks of rallying, markets took a breather last week, despite stellar earnings from the artificial intelligence (AI) darling Nvidia. While returns were narrow and concentrated in the technology space early on, diversification will likely be a key theme as the bull market continues and matures.Find out more in our latest Weekly Market Wrap.
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Karissa Mooney
Financial advisor serving the Lafayette area | Financial Strategies | Retirement | Insurance | Estate Considerations
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To those who gave their lives so we could be free—we honor you. We will always remember your sacrifice.
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