Edward Jones - Financial Advisor: Bob Money

I forgot to post some pics from our Edward Jones Summer Regional meeting last weekend. It is always good to see our Edward Jones family, celebrate successes, share ideas, and win at cornhole! Brayden and I are your 2019 Region 92 SRM cornhole CHAMPIONS!!!! He was a machine! Thank you KT and Tanya for another amazing weekend!! We are so blessed to have you both!

Happy Birthday to this 80s fanatic! Hope you have a great day LaRae!! Thanks for letting us celebrate you today! (Megan wins the decoration award today Lol!)


Global Stocks Fall Due to Rising U.S.-China Trade Tensions

Stocks fell sharply on May 13 following the most recent U.S.-China tit-for-tat on tariffs. But a return to higher volatility doesn't change the positive economic fundamentals.

voices.cf.socialware.com Read our latest guidance on market uncertainty and investing for the long term.


Tariff and Trade Threats Hit Global Stocks

Global stocks declined on May 7 due to worries about additional U.S. tariffs on Chinese imports. Even with this abrupt decline, though, the U.S. stock market is up this year.

voices.cf.socialware.com The return to elevated trade and tariff tensions hasn't altered the positive fundamentals behind this year's gains.

I win!! I have the 2 BEST Branch Office Administrators in ALL of Edward Jones. Happy Administrative Professional's Day Megan and LaRae! I appreciate you both. (They didn't want to take a picture this year Lol)


Edward Jones Ranks Highest in Investor Satisfaction With Full Service Brokerage Firms, According to J.D. Power

"What a great honor it is to be recognized for what matters most, which is making a difference in the lives of our clients," Managing Partner Penny Pennington said.

voices.cf.socialware.com The J.D. Power 2019 U.S. Full Service Investor Satisfaction StudySM measures overall investor satisfaction with 18 full service investment firms based on 8 factors including financial advisor, account information and investment performance.

When the 50 MPH winds rearranges your roof, what do you do? You call the best contractor in town! Thanks National Construction for putting us back together this morning!!!


What Should You Do With an Inheritance?

Here are 4 considerations.

voices.cf.socialware.com Take your time when making these crucial decisions, and let me know how I can help.

4 amazing years with these two! Thank you Megan and LaRae for taking such good care of our clients for the past 4 years. Happy Anniversary! Here's to many more!


Answers to Common Questions about Edward Jones Tax Forms

From cost basis to corrections, we address your questions.

voices.cf.socialware.com You have questions? We have answers.


Take a Holistic Approach to Your Retirement Goals | Edward Jones

A successful retirement strategy doesn't have to be complicated. The key is to determine how much you'll need and develop a plan to meet your goals. #Retirement #RRSP

voices.cf.socialware.com See our five factors to consider a holistic approach when planning your retirement.


What’s Behind Big Market Moves?

Are big daily market moves becoming the exception or the norm?

voices.cf.socialware.com Long-term investors know to be prepared for market volatility, but large daily swings can test any investor’s patience. What do these big daily moves mean?


2019 Financial Resolution: Pay Yourself First

One financial resolution for 2019? Pay yourself first, by setting aside a certain amount each month for the future.

voices.cf.socialware.com How to make smart financial decisions in 2019


Outlook 2019: Climbing a Rockier Road

Although global growth has decelerated, we think market expectations have fallen faster, creating opportunities for investors.

voices.cf.socialware.com Don’t let a rockier road deter you from appropriate actions or darken your outlook.


In a Persistent Pullback, Perspective Is Priceless

Stocks sold off on Jan. 3 amid renewed market anxiety over the outlook for the global economy. Volatility has become more of the norm lately, with risks clouding a view that still contains plenty of sun.

voices.cf.socialware.com As a long-term investor, the key is not to ignore the risks, but to remain focused on your investment horizon.

[12/21/18]   We want to wish everyone a very Merry Christmas!!

So our staff can spend time with their loved ones, our office will be closed December 24th thru December 26th. If you need to make a trade in your account on the 24th or the 26th, please feel free to reach out to our client relations department at 314-515-7250.

We hope you enjoy time with your friends and family! Merry Christmas!


Markets Under Pressure on Concerns over Federal Reserve Policy and Potential Government Shutdown

Stocks turned lower on Dec. 19-20, with the S&P 500 falling more than 1% and the Nasdaq flirting with a bear market.

voices.cf.socialware.com Get our take on the Fed’s most recent interest rate hike and the potential impact of a government shutdown.

We are ready!! Christmas party today from 2 to 5pm. Thank you Billy from Mountain View Catering! The goodies looks great!

The Christmas ties are ready! Come help us celebrate Christmas today from 2 pm to 5 pm.


A Look at CDs and Other Rates

Check out these current rates, updated daily.

voices.cf.socialware.com Have questions? Give me a call today.


Market Pulls Back on Fading Optimism Over Trade and Growth

Stocks turned lower on Dec. 4, giving back gains as the shine on a tariff truce faded. Here's why we think the bull market is not out of gas.

voices.cf.socialware.com Near-term jitters could make for a bumpy ride as we close out 2018, but looking ahead, we don't expect them to outweigh the still-positive fundamental backdrop.

[12/04/18]   The U.S. stock markets will be closed Dec. 5 for the National Day of Mourning in remembrance of President George H.W. Bush. Our office will be open. However, we will be unable to place stock, bond, mutual fund and annuity trades on that day.

And the finished product!

It's beginning to look a lot like Christmas! Megan has been waiting for this day since January!


Happy Thanksgiving from Edward Jones

Family, friends, and don't forget the pumpkin pie – enjoy celebrating this special time of year!

voices.cf.socialware.com Happy Thanksgiving


Experiencing a Layoff or Buyout?

Ideas and options to consider during this challenging time

voices.cf.socialware.com Let's talk about how I can help.


Don't Mix Election Politics with Investing

Determine your strategy based on your situation and goals, and stay invested despite any short-term political uncertainty.

voices.cf.socialware.com Keeping a long-term focus can help put any short-term worries in perspective.

Get out and vote today!!


Market Outlook: 4th Quarter

What can investors expect through the end of the year and into 2019?

voices.cf.socialware.com Investment Strategist Kate Warne looks at inflation, interest rates and the dollar, and offers some actions for investors to consider as the year comes to a close.


Life Insurance & Your Financial Strategy

Why life insurance is an important part of your financial strategy.

voices.cf.socialware.com Pay off the mortgage, pay for education, provide for your spouse and children. When life doesn't go as planned, life insurance can be an important part of your financial strategy.


October Stock Pullback Reflects Normal Volatility

Stock market volatility escalated this week, mainly due to worries about rising interest rates, heightened China trade tensions and other international risks. We think the outlook remains positive, and the current dip doesn’t seem unusual.

voices.cf.socialware.com Investment Strategist Kate Warne offers some perspective on the current state of the markets.

Happy Homecoming Tiger Country! We are supporting our Tigers today. Go get that win Alamogordo Tiger Football 2018! Good luck Alamogordo Tiger Soccer on Saturday.


What Should I Consider Before Taking Social Security?

Social Security - Take it early? Take it late? Or continue to work?

voices.cf.socialware.com This can be a complex decision – let me help! Set up an appointment today.

Ok Alamogordo Tiger Football 2018, we are ready for tonight!!! Get that 1st win!


A Look at CDs and Other Rates

Check out these current rates, updated daily.

voices.cf.socialware.com Have questions? Give me a call today.

Help me wish Megan Wade a very happy birthday today!!! Hope you have a great day!!

Good luck Coach Scott Rhodes and AHS Lady Tiger Volleyball as you play Chaparral today! I looked at the schedule wrong and missed your home opener last week. (Congrats on the win!) Keep it going!
Good luck to Alamogordo Tiger Soccer and Alamogordo Lady Tiger Soccer against Carlsbad today. The flag is flying!!!


Don't Mix Election Politics with Investing

Determine your strategy based on your situation and goals, and stay invested despite any short-term political uncertainty.

voices.cf.socialware.com Keeping a long-term focus can help put any short-term worries in perspective.

Today is the day! We've waited 9 month to see Alamogordo Tiger Football 2018! Good luck in your season opener tonight in Valencia. I know all of the hard work you have put in will pay off. Go Tigers! The flag is flying today for you!

Good luck today in your home opener Alamogordo Tiger Soccer!!! The quest for the repeat starts today. Home opener vs Hobbs at Riner Steinhoff Field: JV at 4:30pm and Varsity at 6:30pm. Fly those flags Alamogordo!!


Help Stay On Track By Staying Invested

You may be going on vacation, but here's why it's important not to take a break from investing.

voices.cf.socialware.com We believe staying invested through market ups and downs gives you the best potential to achieve success.

I am flying the flag today! Good luck Tiger Football. They scrimmage Hatch and Gadsden today at 6pm. Lady and Tiger Soccer both have scrimmages on Saturday morning. It is going to be a great year! #TKA Alamogordo Tiger Soccer Alamogordo Tiger Football 2018

The office is looking great! Kris's name is finally on the door.

Help me wish our newest Edward Jones advisor a very Happy Birthday! Kris Holt, hope you have a great day!!


10 Rules of the Road for Investing

From developing and reviewing your strategy to focusing on what you can control, these time-tested rules can help steer your portfolio in the right direction.

voices.cf.socialware.com Of course your investment goals are unique – but I believe these are good rules of thumb.

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