The Jones & Co Digest

Plain-English money news, every other month

The Jones & Co Digest is our bimonthly newsletter: a four-page read on the personal-finance, tax, retirement, and market topics our clients actually ask about, curated by Emanuel and sent as a courtesy to clients and friends of the firm. No jargon, no sales pitch, and always a quote worth keeping.

What you can expect

One feature story on what is moving money right now
Practical guides: inheritance, taxes, retirement spending, housing
A quick note from Emanuel on the ideas worth updating
Delivered six times a year, in your inbox and here

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In the latest issue

August 2026

Avoiding Lifestyle Creep — you do not need a Maserati just because you have Maserati money; how to splurge on purpose as your income grows. Five Lessons From Five Volatile Weeks — what the recent swings taught patient investors. Your 401(k) Gift Could Be a Trap — the fine print on employer matches and vesting. What to Know About Home Sale Gains — Q&A on the capital-gains exclusion when you sell your home.

Read the August 2026 issue

Past issues

Every issue of the Digest is archived here as it is published. Looking for an earlier one? Email info@jonesandcowealth.com and we will send it over.

June 2026

Can I, or Will I Ever, Retire? — why the answer depends on your generation, and how to plan either way. Forced Roth Could Be Good for You — the new catch-up rules for higher earners. What to Know About Private Credit — a plain-English look at one of the fastest-growing corners of the market. How to Start a Small Business — first steps before you file the paperwork.

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April 2026

Prediction Markets Want Your Bet — what to know about the risks before you wager. Manage an Inheritance Like a Pro — taxes, step-up in basis, inherited retirement accounts, and real estate. Updating Your Financial Wisdom — the money rules that need a refresh. Tax Breaks for the Self-Employed — Q&A for part-time consultants and retirees who still work.

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February 2026

Money Habits Shifting for Millennials — renting over buying, and retirement without pensions. Maximizing the HSA Advantages — the triple tax benefit most people leave on the table. Microvacations Can Actually Be Restful — recharging without the big trip. Creating a Family CFO Checklist — running the household finances like a business.

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December 2025

Estate Planning Checklist — health care proxy, power of attorney, letter of instruction, and the documents beyond the will. Launching a Successful Business After 50 — experience as an advantage. Saving Too Much in Retirement Accounts? — when tax-deferred is not always better. Markets Peak: Time to Get Out? — why timing rarely beats staying invested.

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This third-party newsletter is provided as a courtesy by Emanuel D. Jones II, Financial Adviser offering advisory services through Eagle Strategies LLC, a Registered Investment Adviser and a New York Life Company. It is provided to readers as an informational source only. The ideas, opinions, and concepts expressed should not be construed as specific tax, legal, financial, or investment advice; please consult your professional advisers regarding your particular situation. Jones & Co Wealth Strategies, LLC is not owned or operated by Eagle Strategies LLC or its affiliates.