Edelman Financial Engines

For more than 35 years, we've been helping people move their financial lives forward. 1.3 million clients trust us to manage over $300B in assets—join us today!

[Edelman Financial Engines @EdelmanFE]

This Memorial Day, we honor and remember those who lost their lives in service to our country. We hold their families, friends, and communities in our hearts, and pause today in gratitude and remembrance.

#MemorialDay #HonorAndRemember #NeverForget #Gratitude #MemorialDay2026

[Edelman Financial Engines @EdelmanFE]

Recession fears. AI hype. Dollar strength. What do these headlines mean for your financial life? See what our experts are watching in 2026. Read the article to find out: https://t.co/ad2ioTxjet

[Wealth Management @wealth_mgmt]

In this episode of Focused on The Future, host Suzanne Siracuse speaks with Pammi Bhullar, senior director of corporate citizenship at Edelman Financial Engines, about how the firm integrates purpose into its culture and client impact.

Full episode >> https://t.co/xg4c3kYtTm

[Edelman Financial Engines @EdelmanFE]

Edelman Financial Engines announces the appointment of Ralph Haberli as Acting CEO. Mr. Haberli succeeds Jay Shah, who will remain with EFE until year-end in an advisory capacity. Read more here: https://t.co/fEq5MxAvym

[Edelman Financial Engines @EdelmanFE]

Big news!📢
Join us in welcoming Hasenberg Financial to Edelman Financial Engines. Their financial education and comprehensive planning expertise strengthens our ability to support the complex needs of our clients and expand our presence. Read more here: https://t.co/g9cHPAzJNt

[Edelman Financial Engines @EdelmanFE]

The “One Big Beautiful Bill Act” is here—and it’s reshaping spending, regulation, and taxes across the board. Here’s this month’s Market Insights breakdown:
https://t.co/1n5Hxn6EfT
#FromHereForward

[Edelman Financial Engines @EdelmanFE]

Retirement doesn't have to mean slowing down — it’s about having the freedom to do more of, well, whatever you want! What’s one great adventure you’ve taken — or dream of taking — in retirement?
Drop it in the below. We’d love to hear where life (and planning) has taken you!

[Edelman Financial Engines @EdelmanFE]

Dreaming of a retirement with a hammock, a good book, and a financial plan you feel confident in? You’re in good company. 😌
It's National Hammock Day, what does your dream retirement look like? Let us know below! 👇

#HammockDay #RetirementPlanning

[Edelman Financial Engines @EdelmanFE]

Our Chief Investment Strategist, Katie Klingensmith, joined Jean Chatzky on the HerMoney podcast to talk about exactly what’s happening in today’s economy — and how we can all prepare our finances for whatever comes next.

[Edelman Financial Engines @EdelmanFE]

U.S. Treasuries are still safe—but rising deficits mean investors are starting to flinch. No crisis yet, but the cost of borrowing is rising and the world is paying attention.

Learn more here: https://t.co/wE4HsyF3EH

[Edelman Financial Engines @EdelmanFE]

Remember, retirement isn’t a vacation—it's a budget. Thel rule of thumb is retirees spend about 80% of their current income in retirement.

Here’s what you should know: https://t.co/QXxL4r1EJO

[Edelman Financial Engines @EdelmanFE]

2025 has been all about market turbulence but reacting emotionally could send your portfolio into a tailspin ✈️

This week, our CIO Neil Gilfedder is giving you the facts and charts to help you stay grounded during uncertainty: https://t.co/P7I36Ag80P #FromHereForward

[Edelman Financial Engines @EdelmanFE]

So far, 2025 has excelled in one thing: uncertainty. So how should you react to the volatility that comes with it?

CIO Neil Gilfedder explains how the “right” diversification can help protect your portfolio in today’s market volatility: https://t.co/kyS8jRe9n2

#FromHereForward

[Edelman Financial Engines @EdelmanFE]

Magnificent 7 mega-cap tech stocks: -20% in 2025 after +25% in 2024.
Diversified S&P 500: Just -5% at worst in 2025.

Edelman Financial Engines’ Katie Klingensmith explains why diversification remains vital for managing US equity market volatility.

[Edelman Financial Engines @EdelmanFE]

Even financial experts feel market anxiety!

Edelman Financial Engines’ Katie Klingensmith shares why she didn't sell during the recent 10% market correction—and how markets recovered a third of losses the very next week.

History shows that patience pays off.

[Edelman Financial Engines @EdelmanFE]

No one wants tough money conversations to dominate their marriage—but avoiding the hard stuff can lead to long-term issues.

In the newest “Ask the Planners” video, we dive into the murky waters of money in marriage.

▶️ Watch on YouTube: https://t.co/8OOze1hn2p

#FromHereForward

[Edelman Financial Engines @EdelmanFE]

Think you're missing out on tax-smart saving strategies? You're not alone!

Our latest research reveals the knowledge and confidence gaps many Americans feel when looking at taxes as part of their long-term financial strategy.

Learn more: https://t.co/UsaJGDYSGl #FromHereForward

[Edelman Financial Engines @EdelmanFE]

✨ Gold's recent rally has caught everyone's attention, but is it truly a safe bet? Our CIO Neil Gilfedder explains why caution is key and how gold's allure might be more glitter than substance.

Read more in our latest Market Insights: https://t.co/VtgyNfUJKF

#FromHereForward

[Edelman Financial Engines @EdelmanFE]

The peer-nominated “Woman of Distinction” award, given twice a year by our Women in Leadership ERG, honors female colleagues who exemplify dedication, advocacy and innovation.

✨ Congratulations to Denitsa Balunis, Kiana Donahue, Tracy Hopkins and Yulinda Ma!

#FromHereForward

[Edelman Financial Engines @EdelmanFE]

The biggest buzzword recently? Inflation. But how does it 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 impact you?

In our latest “Ask the Planners” video, our planners give insights into creating the most “inflation-proof” investment strategy possible.

▶️ Watch: https://t.co/BhDcAu7l4n

#FromHereForward