Edward Jones
Category
General Information
Locality: San Diego, California
Phone: +1 760-839-8217
Address: 11440 W. Bernardo Ct Ste 262 92127 San Diego, CA, US
Likes: 214
Reviews
Facebook Blog
In this update, we review last week's market performance and take a look at what the week ahead could hold. https://www.edwardjones.com//st/stock-market-weekly-update
For a review of last week's market and guidance for the week ahead, take a look at this report. https://www.edwardjones.com//st/stock-market-weekly-update
Congratulations to our Managing Partner Penny Pennington, who was named one of the 100 Most Influential Women in U.S. Finance by Barron's! https://bit.ly/3bxe93U
Your Edward Jones tax forms can be found here. [EDJ2021]
The Happy Corner: The spot in your office to turn and face to for that quick mental morale boost and emotional pick me up. This is mine, pretty basic but HIGHLY effective. Do you have one too? Would love to see it!
7 top considerations [EDJ2020]
I'm so lucky to have an office partner that is as involved and interested in investing strategies and behaviors as I am! Vickie always leaves me snippets of wisdom and information that she comes across on my desk and I thought I would share the bullet points of today's gem: Small Steps Add Up to Sizeable Nest Eggs - Don't rely on false motivation (New Years resolutions that dissipate quickly)... - Set reasonable expectations (Tie your goals to specific actions) - Stress the positives (small steps make big differences, ie. compound interest) - Calculate small changes (ex. Saving 1% a year of a $50k salary is almost $19,000 in 20 years...assuming a 6% annual return) - Just take one step (If your goal has many steps, just take the first one...the rest will follow!) And as always, I am here for you should you need it!
Realize the power of long-term saving with our calculator. [EDJ2020]
Are you an experienced financial advisor looking to take your practice to the next level? Attend this event on February 4th to learn more about the opportunity at Edward Jones. Current Series 7 & 66 licenses required for participation.
For a review of last week's market and guidance for the week ahead, take a look at this report. [EDJ2020]
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