Jones Financial Talk

Tyler Ellegard, portfolio manager at Gradient Investments, joins us to discuss the current state of the bond market. We'll delve into the impact of rising interest rates on fixed-income investments and explore strategies for navigating this dynamic environment. Tyler will also share his insights on the outlook for the broader economy and its implications for investors.

In this episode, we dive deep into the complex relationship between interest rates and investments. Tyler Ellegard, a seasoned portfolio manager at Gradient Investments, shares his insights on how rising interest rates impact various asset classes, from stocks to bonds and more. We also explore strategies to navigate this dynamic environment and protect your portfolio.

In this episode, we dive deep into the world of enhanced planning strategies. Discover how you can optimize your financial future through personalized advice and tailored solutions. From retirement planning to estate management, we'll explore the tools and techniques that can help you achieve your financial goals with confidence.

During this show, we’ll look at steps you can take if you want to move your retirement date up. We’ll also look at the benefits that come with filing for Social Security at ages 62, 67, and 70.

In this episode we discuss more strategies and options for 401(k)s and other retirement accounts to help make sure you're doing everything right.

Confused about whether to roll over your 401(k) or keep it where it is? In this episode, we break down the pros and cons of both options. Learn about tax implications, investment choices, and how to make the best decision for your financial future.

As the leaves change and the air cools, it's time to give your finances a seasonal refresh. In this episode, we'll discuss essential steps to prepare your budget for fall expenses, including spending plans, paying down debt, financial planning and more.

During this show, we’ll discuss the potential fallout if the Tax Cuts and Jobs Act of 2017 is allowed to expire at the end of 2025. We’ll also highlight limiting taxes on retirement withdrawals.

In this episode, we’ll consider what you should do if your 401(k) match is cut. We’ll also examine 401(k) alternatives.

During this show, we’ll discuss Social Security survivor benefits and your ideal filing age.