About Marisa Otto

Marisa Otto, CFP, Financial Advisor, Edward Jones can be reached at (408) 778-4400, or at [email protected] or visit www.edwardjones.com, or at 275 Tennant Ave. Ste. 205, Morgan Hill. This column was written by Edward Jones for use by your local Edward Jones Financial Advisor. Edward Jones, Member SIPC

Your Retirement … with Marisa Otto: Bitcoin and other cryptocurrencies: Are they investing or speculating?

2021-09-04T14:09:54-07:00

Bitcoin during its short history has reminded market watchers of the bursting of the “dot.com” bubble in 2000 and the housing market bubble in 2007. By Marisa Otto Marisa Otto Many people have decided that [...]

Your Retirement … with Marisa Otto: Bitcoin and other cryptocurrencies: Are they investing or speculating?2021-09-04T14:09:54-07:00

Your Retirement … with Marisa Otto: Is a Roth IRA better for younger workers than other retirement vehicles?

2021-08-06T17:50:56-07:00

"The more you know about the two IRAs, the more confident you’ll be when choosing one." By Marisa Otto Marisa Otto If you’re in the early stages of your career, you’re probably not thinking much [...]

Your Retirement … with Marisa Otto: Is a Roth IRA better for younger workers than other retirement vehicles?2021-08-06T17:50:56-07:00

Your Retirement … with Marisa Otto: How does Social Security benefits fit into your retirement plan?

2021-08-01T08:59:56-07:00

When should you start claiming your benefits? There’s no one “right” answer. By Marisa Otto Marisa Otto Here’s something to think about: You could spend two, or even three, decades in retirement. To meet your [...]

Your Retirement … with Marisa Otto: How does Social Security benefits fit into your retirement plan?2021-08-01T08:59:56-07:00

Your Retirement … with Marisa Otto: As part of your financial well-being, are trust services the right tool for you?

2021-06-27T20:35:10-07:00

A trust company can keep up with all the trust’s bills (household maintenance, medical bills)   By Marisa Otto Marisa Otto If you’re extremely busy with your career and family and you’ve accumulated a fair [...]

Your Retirement … with Marisa Otto: As part of your financial well-being, are trust services the right tool for you?2021-06-27T20:35:10-07:00

Your Retirement … with Marisa Otto: Make sure you are getting the most from your 401(k) retirement fund

2021-05-15T12:01:12-07:00

When you start taking money out, presumably when you’re retired, your withdrawals — earnings and contributions — will generally be tax-free   By Marisa Otto Marisa Otto If your employer offers a 401(k) plan, consider [...]

Your Retirement … with Marisa Otto: Make sure you are getting the most from your 401(k) retirement fund2021-05-15T12:01:12-07:00

Your Retirement … with  Marisa Otto: With ultra-low rates, should your portfolio include investing in bonds?

2021-02-19T18:16:24-08:00

Nonetheless, while rates are low now, you may be able to employ a strategy that can help you in any interest-rate environment. By Marisa Otto Marisa Otto If you’ve been investing for many years and [...]

Your Retirement … with  Marisa Otto: With ultra-low rates, should your portfolio include investing in bonds?2021-02-19T18:16:24-08:00

Your Retirement … with Marisa Otto: Good investment strategies we’ve learned from a tumultuous 2020

2020-12-26T12:31:10-08:00

Economic numbers, such as the unemployment rate and gross domestic product, reflect what’s happening today By Marisa Otto Marisa Otto As the year end, we’ve all learned something about the social, political, physical and environmental [...]

Your Retirement … with Marisa Otto: Good investment strategies we’ve learned from a tumultuous 20202020-12-26T12:31:10-08:00