Edward Jones Financial Advisor: Mark Dunn CHFC CLU AAMS CRPC CRPS
Category
General Information
Locality: Santa Rosa, California
Phone: +1 707-576-1518
Address: 1151 Yulupa Ave 95405 Santa Rosa, CA, US
Website: www.edwardjones.com/en_US/fa/index.html&CIRN=437682
Likes: 146
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Facebook Blog
How much money should you use from your investments to spend in retirement? We believe there’s a starting point to consider. Let's chat and learn your financial behavior to make a decision that suits you. [EDJ2021]
Retiring well is about more than just a number. And while it’s important to make sure you are financially prepared, many pre-retirees have a retirement planning need that goes largely unaddressed. Let's discuss your retirement vision. [EDJ2021]
Wanting to have a conversation with me, but not sure how to get started?
Life wasn't predictable when you were working full time. That doesn't change in retirement. That's why we believe withdrawal rates (or how much you take from your investments each year) should be modest. [EDJ2021]
If you’re ready to evolve your spending habits for a better 2021, here are some tools for smarter budgeting. [EDJ2021]
The pandemic has had a big impact on families that need caregivers. Many have graciously taken on this role to support their parents and other family members. If you are one of these inspiring people, read how to balance this job and take time for yourself. [EDJ2021]
Make sure you’re signed up for Online Access to pull everything you need easily.
What’s new for the 2020 tax season? [EDJ2021]
April 15 is the big deadline during tax season, but other deadlines are also worth noting. [EDJ2021]
COVID-19 threw a curveball into so many of our plans. Here's what our recent survey said about how the financial pictures of Americans are faring, as well as tips to increase financial resilience. [EDJ2021]
Worried about how COVID-19 might affect your retirement plans? Let’s schedule a meeting and review your plan, together. [EDJ2021]
Let's discuss some options. [EDJ2021]
If your retirement is less than 10 years away, use this checklist as a starting point for your preparations. [EDJ2020]
Take a look at our perspective on market and economic topics, then let's talk so we can help you make decisions affecting your long-term financial strategy. [EDJ2020]
If your net worth is completely tied up in the business and you’ve put little or nothing aside in a retirement account you could face some challenges. [EDJ2020]
October is National Retirement Security Month. Consider these questions, then let's work together to develop a strategy for this new chapter of life. [EDJ2020]
How do we make a positive impact for our clients, communities and one another? It's all detailed in our latest corporate citizenship report.
I’m a great believer in luck, and I find the harder I work, the more I have of it. ~ Thomas Jefferson, former President of the United States [EDJ2020]
Three broad, lasting changes that could result from the pandemic
In this webinar, join Edward Jones Investment Strategists Craig Fehr and Nela Richardson who will discuss our investing advice in an election year marked by unique economic and social challenges.
Special Webinar Event Regarding The Election! As elections near, join us for a webinar via Zoom with Jennifer Foster from Blackrock. Presenting the Student of the Market: Election Year Special, a discussion of: The impact presidential parties have on stock performance How markets react to divided governments The best and worst periods of market seasonality in election years... Pre-Election 10/13/20 @ 1pm. I will hold a separate webinar after the elections as well Webinar will be held on Zoom. Click below to join. https://edwardjones.zoom.us/j/95416599573 To join by one-tap mobile or phone, call 1 669 900 6833. You will need the following meeting ID and password: Meeting ID: 954 1659 9573 Password: 045861
Wondering what your options are? Let's take a look. [EDJ2020]
Wanting to have a conversation with me, but not sure how to get started? [EDJ2020]
I start by asking what's important to you and then I listen. [EDJ2020]
Is your business protected if something were to happen to you? [EDJ2020]
Analyst Nela Richardson explains why election volatility is likely to be short-lived. [EDJ2020]
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