Chloé Moore - Financial Advisor at Edward Jones

12/24/2025

Wishing you all the joy and happiness of the season. Happy holidays!

12/12/2025

While tech and policy uncertainty kept November's returns muted, a closer look reveals the value of spreading risk and capturing broad opportunities. Portfolio Strategist Tom Larm outlines strategies to consider as we head into 2026 and beyond.

Learn more about portfolio performance, and check out our recommendations for disciplined investors.

12/11/2025

Planning ahead with an estate strategy, can help you take care of your children and their future.

Does your estate plan cover your children? Planning ahead with an estate strategy, can help you take care of your children and their future.www.edwardjones.com/us-en

12/10/2025

How much can you withdraw from your portfolio in retirement and not run out of money?

Learn about the 4% rule for retirement withdrawals and why your starting rate may need to be different.www.edwardjones.com/us-en

12/09/2025

If you earn a certain amount, you may need to pay a Medicare premium surcharge called the income-related monthly adjustment amount, or IRMAA.

Health care will likely be one of your largest expenses in retirement. And if you exceed a certain amount of income, you may be paying a Medicare premium surcharge.www.edwardjones.com/us-en

12/08/2025

Retiring early or switching careers? You might be able to access your retirement savings penalty-free—yes, even before 59½.

You generally can’t tap retirement accounts early―unless you qualify for one of the exceptions.

12/05/2025

With the year almost over, investors may have some trouble reconciling the seeming contradiction between the gloomy news cycle and a solid market.

Senior Economist of Investment Strategy James McCann discusses three explanations and how the economic narrative for 2026 could turn out brighter.

Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...

12/04/2025

I understand how overwhelming it can feel in the wake of a job loss. Review these adjustments to your financial strategy that could help. I'm also happy to discuss how you may be able to prioritize your budget as you seek your next career opportunity.

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12/03/2025

The only constant in life is change — well, that and taxes. And while there's not much you can do about taxes, you can manage change by keeping your estate plan up-to-date. In general, reviewing your estate plan every three to five years and after one of these five major life events can help prevent your assets from falling into the wrong hands after your passing.

When life changes, your estate plan may need to change too. We recommend reviewing your estate plan when these life events occur.www.edwardjones.com/us-en

12/02/2025

If you’re in your 30s or 40s with a full life and a mile-long to-do list, it might be time to revisit your financial strategy. This chapter is all about building a future you want to live in, and I’m here to help you get there.

Life seems to speed up and money decisions get more layered when you reach your 30s and 40s. Learn what financial strategies are necessary tools during this time in your life.www.edwardjones.com/us-en

12/01/2025

The enactment of the One Big Beautiful Bill Act (OBBBA) will bring changes to charitable deductions in 2026 that may impact your deductions of future contributions. Don't hesitate to reach out with questions.

The enactment of the One Big Beautiful Bill Act (OBBBA) will bring changes to charitable deductions in 2026 that may impact your deductions of future contributions.

12/01/2025

Come and shop and mingle for a great cause!!!! I'll be there and am looking forward to seeing you!