Edward Jones-Financial Advisor: Daniel Mauldin

Financial Literacy Month means it’s the perfect time to fine-tune your financial knowledge. To help, I’ll be highlighting a few of the most important financial terms to know each week. Here are a few common ones to get you started

You now have until May 17 to make a 2020 contribution to a traditional or Roth IRA.

Stocks. Mutual Funds. Exchange-Traded Funds (ETFs). Fixed-Income Investments. Together, we can explore a personal investment strategy that helps meet your needs and goals. [EDJ2021]

Are you an experienced financial advisor looking to take your practice to the next level? Attend this event on April 22nd to learn more about the opportunity at Edward Jones. Current Series 7 & 66 licenses required for participation. [EDJ2021] https://cvent.me/PW9ZxG?RefId=HS2

It's spring time in Chico. The dogwoods are in full bloom! What are you doing with this amazing weather?

Life is full of obstacles. Knowing you have a smart plan to navigate those days can be comforting. Let’s talk about what happens when you’re facing the unexpected. [EDJ2021]

Check out this week's market update for details on last week's market moves and a preview of the week ahead. https://www.edwardjones.com//st/stock-market-weekly-update

Is your retirement plan ready for the new idea of retirement? If not, let's meet. [EDJ2020]

If you’re ready to evolve your spending habits for a better 2021, here are some tools for smarter budgeting. [EDJ2021]

Homeownership is a huge milestone, but the actual mortgage application process can be overwhelming. Prepare yourself with these insights on types of mortgages and key steps of the process. [EDJ2020]

Why Edward Jones? We don't just talk about personal service. We're built to deliver it. [EDJ2020]