As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.
This course will:
Teach fundamental concepts of investing and potential strategies to help build wealth. This course is not intended to sell any future services but instead to give you information and resources.
– Rules for investing -> develop a strategy, choose quality investments, diversify a portfolio, invest for the long-term and focus on what you can control.
– concepts and practical strategies such as Rule of 72, systematic investing, employer-sponsored retirement plans and IRAs as strategies for saving.
– basic information to help investors evaluate if stocks fit into their overall strategy. Discusses common versus preferred stock, dividends, investment strategy and different ways to own stock.
– A detailed look at the features, benefits, and risks associated with mutual funds as well as a map to mutual fund selection.