Edward Jones

So you are probably asking yourself "where does the market go from here?" There's an old saying about roller coasters: They go up, they go down, you end up where you started, and it cost you to ride. But make no mistake, investing is a journey, not a circular trip. A well-built portfolio, disciplined approach and long-term perspective equipped investors to navigate and even benefit from - not pay the cost of - the ride.

What do you do Monday morning to get you in the zone?

Does your company have a Roth 401(k) option? If it does, are you contributing to it? Why should you? ask me.

How is it already April? This year is flying by and I am so excited for what we have cooking up in our office! *STAY TUNED*

3 Financial to-dos when you have kids There is so much to think about, plan for and do when you're a parent. Between juggling work, activities and school, future financial concerns may not be top of mind. Consider these to-dos if you have kids! 1. Get comfy with budgeting ... 2. Protect against some of life's curveballs 3. Don't back-burner your long-term goals Want more details on what I mean? Let's have a quick chat, I'm happy to help you and your growing family

We are more than halfway through January! I want to hear who is still on track towards their goals! Comment below

Favorite book you read or listened to last year? Could be focused on business, self, or a just for fun read! Drop below

How many of you can answer YES to the following - I have a fire extinguisher in my kitchen - I know where the tire jack is for my car - I have reviewed my life insurance plan in the last 3 years ... If you've answered NO to number 3 I'm happy to sit down with you and your family to make sure you have the right amount of protection that you OWN and CONTROL Want more information on planning for the unexpected? Join me for my FREE webinar on March 25th via Zoom at 6 pm PST - message me for additional details or questions

What a week to keep in mind that mixing political beliefs with long-term investment decisions seldom produces a good outcome. Buy quality companies and hold them for a long period

FUN FACT FRIDAY - and here we go! Jobless? The LOWEST (3.5%) and the HIGHEST (14.7%) unemployment rates in the United States in the last 50 years (since 1970) both occurred in 2020, they they took place just 2 months apart! (source: Department of Labor) If you changed jobs in 2020, what did you do with your 401K? If you aren't at your old employer why is part of your retirement. ... If want to hear about ALL of the options available message me for a complimentary meeting See more

It's one thing to have a Financial Advisor - do you have an uncommon Financial Advisor? "You want to be uncommon amongst uncommon people. Period." - David Goggins

If you exceeded your holiday budget, you're not alone: 1/3 of Americans spent more than they expected in 2019, according to a survey by the Ascent (https://buff.ly/3s7RQYR) Getting back on track - Develop a spending plan - Efficiently manage your debt - consider rolling multiple credit cards into a monthly payment with lower interest rate ... - Choose the payment method that works for you - paying off debt with higher interest rate is the most common but you can also use the snowball effect by paying off the lowest balance first! See more

We're partnering with River Bend Medical Associates to celebrate the life of Martin Luther King, Jr. and bring this amazing story to you! DID YOU KNOW!?!? Marti...n Luther King Jr.’s famous speech almost didn’t have the phrase I Have a Dream? But as Martin Luther King Jr. was speaking on August 28th, 1963, and was following his prepared and scripted speech, it was gospel singer Mahalia Jackson who was in the crowd and instinctively shouted Tell ‘em about the dream, Martin! It was at that point King went off script to ad-lib he last half of his most famous speech! I say to you today my friends -- so even though we face the difficulties of today and tomorrow, I still have a dream. It is a dream deeply rooted in the American dream. I have a dream that one day this nation will rise up and live out the true meaning of its creed: "We hold these truths to be self-evident, that all men are created equal." I have a dream that one day on the red hills of Georgia the sons of former slaves and the sons of former slave owners will be able to sit down together at the table of brotherhood. I have a dream that one day even the state of Mississippi, a state sweltering with the heat of injustice, sweltering with the heat of oppression, will be transformed into an oasis of freedom and justice. I have a dream that my four little children will one day live in a nation where they will not be judged by the color of their skin but by the content of their character. I have a dream today. I have a dream that one day down in Alabama, with its vicious racists, with its governor having his lips dripping with the words of interposition and nullification -- one day right there in Alabama little black boys and black girls will be able to join hands with little white boys and white girls as sisters and brothers. I have a dream today. I have a dream that one day every valley shall be exalted, and every hill and mountain shall be made low, the rough places will be made plain, and the crooked places will be made straight, and the glory of the Lord shall be revealed and all flesh shall see it together. This is our hope. This is the faith that I go back to the South with. With this faith we will be able to hew out of the mountain of despair a stone of hope. With this faith we will be able to transform the jangling discords of our nation into a beautiful symphony of brotherhood. With this faith we will be able to work together, to pray together, to struggle together, to go to jail together, to stand up for freedom together, knowing that we will be free one day. This will be the day, this will be the day when all of God's children will be able to sing with new meaning "My country 'tis of thee, sweet land of liberty, of thee I sing. Land where my father's died, land of the Pilgrim's pride, from every mountainside, let freedom ring!" And if America is to be a great nation, this must become true. And so let freedom ring from the prodigious hilltops of New Hampshire. Let freedom ring from the mighty mountains of New York. Let freedom ring from the heightening Alleghenies of Pennsylvania. Let freedom ring from the snow-capped Rockies of Colorado. Let freedom ring from the curvaceous slopes of California. But not only that; let freedom ring from Stone Mountain of Georgia. Let freedom ring from Lookout Mountain of Tennessee. Let freedom ring from every hill and molehill of Mississippi -- from every mountainside. Let freedom ring. And when this happens, and when we allow freedom ring -- when we let it ring from every village and every hamlet, from every state and every city, we will be able to speed up that day when all of God's children -- black men and white men, Jews and Gentiles, Protestants and Catholics -- will be able to join hands and sing in the words of the old Negro spiritual: "Free at last! Free at last! Thank God Almighty, we are free at last!"

Get our initial thoughts on a post-election economy.

Fun Fact Friday, Folks! THE MOST PAID: The MAXIMUM Social Security Benefit paid to a worker retiring at FULL RETIREMNET AGE in 2021 is $3,148 PER MONTH, more than double the $1,536 PER MONTH maximum benefit paid 20 years earlier in 2001. (source: Social Security) If you have questions about when is best to take your social security benefit, I'm here to help you with that decision

Today I celebrate 1 year opening my office! There are so many things to say and people to thank. For now, I'd like to keep it simple. Cheers! to many more years in this rewarding and challenging career!

Since we had such a great turnout, I am bringing back Associate Attorney Alyssa Chow for round 2 of ESTATE PLANNING 101! November 19th at 5:30 via Zoom we will be discussing the basics you need to know about planning your estate - FREE of charge

Keeping it light hearted today No matter what, we are in this together

2020 strikes again! Early Sunday morning my office was vandalized and multiple windows broken. We are working to get everything fixed back up. Luckily, no one was harmed and nothing was taken. However, I will be rescheduling my virtual seminar, 5 Money Questions for Women, for December 17th. ... I'll post more details later this week!

Are your investments aligned to your values? Should they be? Here are some of the basics.

Time to lay out the facts! Fun Fact Friday! MAYBE NEVER: 31% of 1,018 American works surveyed in January 2020 anticipate they they will retire at age 70 or later (source: Employee Benefit Research Institute - 2020 Retirement Confidence Survey) ... Ok, maybe not a FUN fact today but a reality, if you are ready to talk retirement and how to get there and stay on track, my door is open

Dear Working Women, 2020 has been one heck of a year. If you're like many, you might feel that you now qualify for the circus with your A+ balancing act. I want to let you know, I see you, I feel you, and I'm here for you. My goal as we head into our final quarter of 2020 is to help more women mange and handle their investments and financial goals. You've got enough on your plate, I'm here to help you. ... Call or email to schedule a virtual appointment [email protected] 916-228-7678

A little throwback to when networking in person was a thing! How I miss those days If you are looking to still grow your business through quality referrals SAC MIX FIX might be the group for you! We are meeting twice a month VIRTUALLY for now! https://buff.ly/3ja6WaB

Here's how to build a solid financial foundation during a decade filled with change.

Fun Fact Friday is here! All in the Family: One Political Party has controlled the White House, the Senate, and the House of Representatives in 22 of the last 60 years, i.e., 1961-2020. Republicans last controlled the White House, the Senate and the House in 2018. Democrats last controlled all 3 in 2010. Don't forget, vote, but don't play politics with your portfolio - if you have concerns I'm happy to listen and discuss those with you.

Ladies! Here are 5 questions you should be asking your advisor 1. Where Am I today? 2. Where Would I like to be? 3. Can I get there? ... 4. How do I get there? 5. How can I stay on track? Check out my page for details of my upcoming event - 5 Money Questions for Women!