Edward Jones-Financial Advisor: Linda Schalk


We Stand With Those Whose Voices Are Not Being Heard

Inequality, bias and exclusion persist in many forms. As we experience the unsettling events in the news over the past several weeks, we acknowledge those members of our community and our firm, who have been impacted in very personal ways and are hurting.

voices.cf.socialware.com We are encouraging honest conversation, which we believe is essential to gain awareness, address unconscious bias, and achieve greater understanding and empathy in our communities and our world. Together, we can build a stronger tomorrow.

[05/22/20]   Today we remember the brave men and women who gave their lives for our freedom.


Weekly Market Update

Interested in learning more about last week's market and what this week could hold? Take a look at this update.

voices.cf.socialware.com Check out our update.


Financiers Weigh In On the Crisis

Managing Partner Penny Pennington speaks to The New York Times about the markets, our branches and long-term investing.

voices.cf.socialware.com What would you like to discuss? Let's talk.


CARES Act: Retirement Accounts

RMDs are waived for 2020 and other news

voices.cf.socialware.com Let's work together to consider these key aspects of the CARES Act as part of your broader financial strategy.


Quarterly Market Outlook: Economic Outlook

We think the nature of the downturn and the rapid policy responses offer the potential for a faster rebound than normal.

voices.cf.socialware.com Give me a call and let's discuss how the outlook might impact your financial strategy.


Tempted To Spend That IRS Stimulus Check On a Vacation? Here's What You Should Know

Before thinking about traveling, make sure you don't have more pressing priorities.

voices.cf.socialware.com How might this fit into your overall financial strategy? Give me a call.


Protect Yourself: Coronavirus-related Fraud

3 common scams related to the virus, and how you can stay alert

voices.cf.socialware.com Learn more about how to protect yourself and your family – give me a call.


Quarterly Market Outlook: Second Quarter 2020

We take a look back at the first quarter, as well as look ahead to the economic outlook and fixed-income outlook, among others.

voices.cf.socialware.com Questions? Please give me a call!


Provisions of the CARES Act that Can Help Business Owners

The legislation provides $350 billion to help small businesses – those with fewer than 500 employees – retain workers and avoid closing up shop.

voices.cf.socialware.com These are challenging times, and that’s especially true for business owners. We’re here to help in any way possible.


Your Health and Finances: Experts Address Your Concerns

Financial, physical and emotional health are top of mind for all of us these days. Investment Strategist Craig Fehr and Infectious Disease Specialist Dr. Hilary Babcock provide tips for managing the stress successfully.

voices.cf.socialware.com How to focus on things you can control.


Investors Can Benefit from 'Mindfulness'

How fear and greed can impact your investing.

voices.cf.socialware.com Your investment choices need to make sense for you. Let's talk.


5 Keys to Navigating Pullbacks

The only certainty is that market volatility will likely continue for some time.

voices.cf.socialware.com The nature of this biological event leaves many of us with an unsettled feeling. Investment Strategist Craig Fehr discusses what we’ve learned so far about the markets and what investors can do today.


Weekly Market Update

For a review of last week's market and guidance for the week ahead, take a look at this report.

voices.cf.socialware.com Check out our update.


Financial Resolutions for 2020

4 areas of focus to help you move toward your financial goals

voices.cf.socialware.com What else is on your resolution list?

Thank you, Don! This is one of my “favorite things” for Christmas!

Merry Christmas and a “Visionary” 2020 from Linda and Candace!


Your Age and Your Money – What to Consider at Every Stage of Life

Making a checklist for financial success? Here are our tips for different decades of your life.

voices.cf.socialware.com Let's review your strategy. Give me a call.


In Your 20s? Here Are Some Financial To-Dos

Helpful ways to achieve financial success when you're just starting out

voices.cf.socialware.com Also take a look at our tips for your other decades of life.


10 Best Ski Resorts in North America, Ranked by 10Best Readers

From those with serious snowfall to ones with desirable amenities in town, here are some resorts you should check out this winter if you're a skier.

voices.cf.socialware.com Any resorts you would add to the list?


Received an Inheritance? Here's What To Do Next

It's not something you necessarily plan for, so first you'll likely want to evaluate your options.

voices.cf.socialware.com This could have a big impact on your financial strategy and goals.


Millennials and Gen-Xers Should Be Thinking About Estate Planning Now

Most Millennials and Gen-Xers are barely thinking about retirement, let alone estate planning. A recent Edward Jones survey found that only 34% have had discussions with their financial advisors about their legacy goals.

voices.cf.socialware.com Getting a head start on estate planning will help you be better prepared now and in the future.


Financial Checklist: Starting Your Career

As you begin your career, keep the following in mind as you establish your goals.

voices.cf.socialware.com Take a look at our checklist to start off on the right financial foot.


25 Places You Should Visit During the Off-Season

Planning a vacation soon? You might want to add these places to your list.

voices.cf.socialware.com Lower prices. Less crowds. What's not to love?


How to Prepare for Retirement While Juggling Other Priorities

Good news, sandwich generation: It is possible to plan for retirement while caring for a parent and/or child.

voices.cf.socialware.com Once I understand what's important to you, I can help you document a specific retirement goal and we can develop personalized financial strategies to work toward it.


4 Mistakes Most College Students Make

Credit card debt? Relying on you for financial expenses? If this sounds like your child or grandchild, take a look at our money management tips.

voices.cf.socialware.com Help them avoid these costly money mistakes.


Getting to Know Edward Jones's Sixth Managing Partner Penny Pennington

Our managing partner addresses what's on the horizon for clients, as well as her firm background.

voices.cf.socialware.com 3 questions for Penny


Millennials: A Guide to Saving for Your Retirement

4 ways to keep your retirement savings top of mind

voices.cf.socialware.com Even if you're not a millennial, pass this important information along to your child or grandchild!


13 Ways to Get Your Millennial to Start Investing

Financial professionals share their best tip to help the millennial in your life become financially secure.

voices.cf.socialware.com Modeling good behavior is the first step in teaching your adult children or grandchildren to invest.


Timing the Market? It's Not Worth Your Time

While the day-to-day news and swings in the market may be distracting, it’s important not to lose sight of the bigger picture – your long-term financial strategy.

voices.cf.socialware.com Construct a portfolio that is aligned to your situation, and then make sound investment decisions and adjustments along the way.


Penny Pennington: To Lead, Practice Being Fearless

Our managing partner, Penny Pennington, discusses her role and how we continue to strive to be the first choice of serious, long-term investors.

voices.cf.socialware.com Penny is the sole female chief executive of a big-time brokerage firm.


Weekly Market Update

In this update, we review last week's market performance and take a look at what the week ahead could hold.

voices.cf.socialware.com Take a look at our update.


5 Reasons for Optimism

Don’t let headlines about political or economic uncertainty reduce your confidence in the future.

voices.cf.socialware.com If you're feeling nervous, let's talk. Give me a call.


5 Ways to Build a Strong Financial Foundation in Your 20s

Here are a few simple tips to help you make the most of your paychecks.

voices.cf.socialware.com Building good financial habits in your 20s can lead to greater financial satisfaction in your future.


Five Myths that Could Have You Walking a Financial Tightrope Without a Safety Net

Most Americans believe their family is their most valuable asset, but are you leaving loved ones with unexpected financial burdens?

voices.cf.socialware.com Considerations to help overcome these common misconceptions

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