Edward Jones - Financial Advisor: Scott Thieme


Weekly Market Update

Check out this week's market update for details on last week's market moves and a preview of the week ahead.

voices.cf.socialware.com Take a look at our update.


Market Outlook: 3rd Quarter

What do recent market events mean for the second half of the year?

voices.cf.socialware.com Investment Strategist Kate Warne outlines three developments we’re watching closely and reminds investors that “late cycle” doesn’t mean “too late to invest.”


Outlook 2018

Investment Strategist Kate Warne gives our outlook for 2018 and offers suggestions for staying patient, disciplined and invested.

voices.cf.socialware.com Stock markets soared around the world in 2017, and interest rates generally remained low. But will these trends continue in the new year? Investment Strategist Kate Warne gives our outlook for 2018.


2018 Tax Reform: What You Need to Know

Congress has passed the tax reform bill.

voices.cf.socialware.com Investment Strategist Craig Fehr discusses what the impact could be for you, the markets and the economy.


Lonely Planet Names Top Destinations for 2018

Check out this list of the 10 best countries, cities, regions and value destinations to visit.

scl.bz What's on your list for next year?


How Do I Get Started with My Estate Plan?

Let me help you break the process into smaller pieces.

scl.bz Consider these three steps.


How to Understand Your Personal Rate of Return

Put your performance in perspective with these tips.

scl.bz Determining how your investments are doing requires more context than you might realize.


How to Have a Financial Discussion with Your Adult Parents

3 topics to consider bringing up during your estate strategy discussion.

scl.bz We're always available to help you plan your approach.


Today We Celebrate Our Veterans

We honor you today and thank you for your service and courage.

scl.bz November 11 is Veterans Day.


The Presidential Election and Your Portfolio: What You Need to Know

In this Making Sense Monday article, we discuss how to avoid letting today’s politics influence your long-term strategy.

scl.bz The markets and the economy have risen under every political combination in Washington.

Caring for an Aging Loved One

There are a variety of issues to consider – this checklist can help you manage them.

Let's discuss the financial impacts of this challenging responsibility.


Improve Your Financial Literacy This Month

April is Financial Literacy Month. Here are some tips to help you practice good habits.

scl.bz Wherever you are on your financial journey, I can help you make informed decisions.


3 Ways to Make Tax Time Easier

Got a minute? Here's how to help make tax season go smoothly.

scl.bz Make the most of your deductions, be forward thinking and invest in your future.


3 Ways to Make Tax Time Easier

Got a minute? Here's how to help make tax season go smoothly.

scl.bz Make the most of your deductions, be forward thinking and invest in your future.

Quarterly Market Outlook: International

We think conditions support a rebound in international-developed market stocks this year.

scl.bz 2016 looks a little brighter than last year, especially if the U.S. dollar increases more slowly compared to other currencies.


Stocks Drop Sharply As Oil Prices Slide Again

A further drop in oil prices seemed to trigger Wednesday's broad-based global stock market selloff.

scl.bz Investment Strategist Kate Warne addresses this year's return to normal volatility.


Concerns About China Knock Stocks Lower

Stocks dropped around the world on 2016's first trading day, triggered by fears of even slower Chinese economic growth.

scl.bz Investment Strategist Kate Warne addresses what this means for your portfolio.


2016 Economic and Market Outlook Video

Watch a short video about what to expect in the coming year

scl.bz Investment Strategist Kate Warne takes a look ahead at stocks, bonds, interest rates and more.


4 Moves to Consider Before Year-end

The clock is winding down on 2015. Give me a call to discuss year-end moves that may be appropriate for you.

scl.bz While you're busy with all your year-end holiday preparations, don't forget about your finances.


In Your 30s? Six Financial Considerations

This decade of life is filled with unique changes and challenges. Here are some tips to help you feel less overwhelmed.

scl.bz From paying off debt to systematically investing, here's what to do to build a healthy financial future.


Is Your Estate Plan Complete?

If your estate plan doesn't include directions on how to transfer wealth, let's talk.

scl.bz I'm happy to work with your team of professionals to help ensure your wishes are carried out.


13 Scary Financial Mistakes

Will your money mistakes come back to haunt you?

scl.bz Don't be frightened – learn how to avoid these financial mistakes.


Keep Emotions out of Investing

Our emotions can be the biggest risk to our investment success. Here's why it's good to keep a long-term perspective.

scl.bz Remember that market declines – while unpleasant – are quite normal.

Market & Economic Outlook: Fourth Quarter

What's the outlook for the rest of the year and beyond?

scl.bz In this brief video, Investment Strategist Kate Warne answers some of today's most common investor questions.


What You Need to Know About the Federal Deficit and Debt

Another government shutdown?

scl.bz In this brief video, Investment Strategist Kate Warne dissects current concerns as well as the federal deficit and debt.


Weekly Market Update

Check out our weekly market update for news on last week's market and guidance for the week ahead.

scl.bz Take a look at our update.


Market & Economic Checkup

You can't control the market, but you can develop healthy reactions. Watch this video for more.

scl.bz Just like an annual physical, a regular checkup for your portfolio can be beneficial.


What's Behind the Stock Market Volatility

Tips to help you stay calm amid recent market volatility

scl.bz Investment Strategist Kate Warne reminds us that market pullbacks are frequent, normal and not a reason to change your strategy.


Stocks Slide on 3 Global Growth Concerns

The drop in stock prices over the past week signals a return to higher market volatility in the short term.

scl.bz Investment Strategist Kate Warne discusses what's driving the stock market's decline and what to keep in perspective.


Does Your Portfolio Have Shock Absorbers?

Don't be shocked when the stock market hits a bump: here are a few ways to help protect your portfolio.

scl.bz Tips to help you stay in control of your portfolio


Quarterly Market Outlook: The Economy

Curious about the economic forecast? Take a look.

scl.bz The economy is rebounding from temporary weakness in the first quarter, and our outlook is positive.


Market Outlook: 3rd Quarter & Beyond

With the first half of the year behind us, what's in store for the rest of 2015 and beyond?

scl.bz Find out more from Investment Strategist Kate Warne in this brief Edward Jones Perspective video.


Dos and Don'ts of 401(k) Investing

Here are a few tips to make the most of your employer-sponsored retirement plan.

scl.bz Tip No. 1? Start saving as early as possible.


Teach Your Kids about Spending, Saving and Investing

Help your children or grandchildren develop good financial habits.

scl.bz Money management skills can benefit your children and grandchildren throughout their lives.


Are You at Risk for Fraud?

According to the FBI, older Americans face fraud more often than most. Here are a few tips to protect yourself.

scl.bz Fraud protection starts with education and communication.

[06/17/15]   The average cost of a wedding is at an all-time high: $31,213, according to theknot.com. For those of you who have been married for a while, what is one area (flowers, food, etc.) where you wish you would have spent less money?


Are Trust Services Right for You?

One tool that can be part of an estate strategy is a trust. Here are some reasons why having one might be appropriate for your situation.

scl.bz Give me a call today - it's never too early to start planning for your loved ones' future and security.


3 Tips to Help You Retire on Your Terms

As retirement gets closer, here are three considerations to help you realize your vision.

scl.bz Let's work together to create a retirement income strategy that's right for you.


What's Important to You?

Knowing who you are and what you value is crucial to our work together toward achieving your financial goals. #whatsyourstory

scl.bz Over the next few months, we'll be covering the many ideas and issues that are important to our clients.


The Cost of Not Yet Saving for Retirement

Our recent survey found that nearly half of non-retired Americans are not currently saving for retirement. Investment Strategist Scott Thoma discusses additional findings and savings tips.

scl.bz There's a big difference between planning to save and actually doing so.


Castles, Moats and Your Portfolio

Learn how the term "moat" applies to a company's competitive advantage and how these investments may fit into your portfolio.

scl.bz In this environment, we believe investors should focus on companies with wide moats and rising
dividends to help build their portfolios.


4 Ways to Practice Good Saving Behavior

Would you like to be a smart saver? Here are 4 ways to get #ontrack.

scl.bz Tips for accomplishing your savings goals


How to Help Your Spouse Prepare for the Unexpected

This article discusses the importance of planning ahead to help ensure your spouse's financial security.

scl.bz These tips can help you develop a proactive strategy.


The Risk of Not Investing

Working? Retired? Whatever your situation may be, here are a few tips to weather the market's ups and downs.

scl.bz Taking a closer look at the risks you face when you don't invest.


4 Tax-Time To-Dos

Today we take a look at four tax-smart investing strategies that you can implement year-round.

scl.bz These tax tips will help you stay #ontrack all year long.

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132 N. Harrison St.
Warsaw, IN
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