Edward Jones - Financial Advisor: Troy Ivesdal

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What Makes Markets So Volatile?

Do computers and algorithms make volatility worse? Let's discuss.

voices.cf.socialware.com As unsettling as daily market swings can be, volatility is part of investing.

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Plunge in Oil Sparks a Bout of Market Volatility

The “shock and awe” of negative oil prices will add to a list of unprecedented economic readings reflecting the dramatic economic shutdown. We think the economy will start to exhibit progress as we advance, but not without setbacks along the way.

voices.cf.socialware.com Read our latest guidance on oil prices and market volatility.

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What Are The Biggest Risks to My Retirement?

Here's how to get ahead of 4 common risks.

voices.cf.socialware.com Give me a call, so we can stress test various scenarios to make sure your financial strategy is on track.

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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.

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How Much Life Insurance Do You Need?

Getting married, having a baby, changing jobs, buying a home? Big life changes may mean you need more coverage.

voices.cf.socialware.com Our calculator can help you find out.

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How Much Life Insurance Do You Need?

Getting married, having a baby, changing jobs, buying a home? Big life changes may mean you need more coverage.

voices.cf.socialware.com Our calculator can help you find out.

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1 Easy Thing to Do Now to Protect Your Estate

Have you named beneficiaries yet on your account? If not, contact me today.

voices.cf.socialware.com Now is the time to get started on your estate strategy, to determine your wishes are carried out.

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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.

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Does Your Family Know Your Wishes for the Future?

Communicating with your beneficiaries is key to developing a sound estate plan and ensuring that your assets go to those who matter most.

voices.cf.socialware.com While 73% of Americans are confident that their beneficiaries will know how to carry out their estate plans, only 49% of beneficiaries said they are confident, according to an Edward Jones survey.

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How Much Do You Need for Retirement?

Will you have enough money saved for retirement? Use our calculator as a starting point.

voices.cf.socialware.com Let's work together to determine how much you'll need – and how I can help you get there.

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Ready to Retire But Caring for a Child or Aging Parent?

Multiple priorities? I have multiple ways to help.

voices.cf.socialware.com Your goals aren't mutually exclusive – let's talk.

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The Pros and Cons of Using 529 Plans for K-12 Tuition

529 plans are traditionally for college savings but can also be used for K-12 schooling – here's what you should consider before making any changes.

voices.cf.socialware.com Early planning is the key. Let's talk – give me a call.

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Can Saving for Education Affect Financial Aid?

This article discusses how education savings are taken into account in financial aid calculation.

voices.cf.socialware.com This can be a complex topic, so I'm happy to review your options with you.

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Keep It Simple: 177 Self-made Millionaires Share Their Secret

Learn how to think like a millionaire and focus on a simple strategy to help reach your financial goals.

voices.cf.socialware.com Whatever your goal may be, you have to start somewhere.

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Life Insurance Through Work: Is It Enough?

Before you simply "check the box" at work, here's what you should know about group life insurance.

voices.cf.socialware.com If you're relying solely on your employer plan for life insurance, you could be coming up short.

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Rebalance to Combat the Market Cycle of Emotions

It’s important to maintain a long-term perspective and stay invested during the ups and downs.

voices.cf.socialware.com Emotional investing decisions could lead to the biggest risk of all: not reaching your long-term financial goals.

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The Ten to Watch in 2019

We're proud of Penny Pennington, 2019 Incoming Managing Partner, who was recently honored as one of Wealth Management's "The Ten to Watch in 2019."

voices.cf.socialware.com Penny Pennington honored as one of Wealth Management's "The Ten to Watch in 2019."

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Teaching Your Kids About Spending, Saving and Investing

Help your children or grandchildren develop good financial habits.

voices.cf.socialware.com Money management skills can benefit your children and grandchildren throughout their lives.

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Teaching Your Kids About Spending, Saving and Investing

Help your children or grandchildren develop good financial habits.

voices.cf.socialware.com Money management skills can benefit your children and grandchildren throughout their lives.

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3 Common Emotional Investing Mistakes

Stay disciplined and keep perspective by avoiding these emotional impulses.

voices.cf.socialware.com Emotions getting the better of you? Let's talk.

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How Secure is Social Security?

You're not the only one wondering if it will still be a dependable source of income.

voices.cf.socialware.com Regardless of its status, you'll still share a major responsibility in "securing" a retirement that aligns with your goals.

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Back to School, Back to Saving

How to determine your college savings strategy

voices.cf.socialware.com The most important thing? Start soon, when time is on your side.

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What Is An Annuity?

Here's a good refresher.

voices.cf.socialware.com They can be a key part of your overall retirement strategy – but they're not right for everyone.

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What Is An Annuity?

Here's a good refresher.

voices.cf.socialware.com They can be a key part of your overall retirement strategy – but they're not right for everyone.

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Put Your Excess Cash to Work for You

The recent rise in interest rates may provide you with an opportunity.

voices.cf.socialware.com Give me a call, so we can incorporate any excess cash into your entire financial strategy.

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Why He Joined Edward Jones - Twice

Financial advisor Bernie Franko knows support is invaluable. Which is why he left a wirehouse to rejoin Edward Jones.

voices.cf.socialware.com Meet Financial Advisor Bernie Franko from Greensboro, North Carolina, who recently shared with us why he decided to join Edward Jones – twice.

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Why He Joined Edward Jones - Twice

Financial advisor Bernie Franko knows support is invaluable. Which is why he left a wirehouse to rejoin Edward Jones.

voices.cf.socialware.com Meet Financial Advisor Bernie Franko from Greensboro, North Carolina, who recently shared with us why he decided to join Edward Jones – twice.

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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.

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Will Higher Tariffs Halt Global Growth?

Trade worries can create opportunities. Take a closer look.

voices.cf.socialware.com Although uncertainty and related market volatility are likely to remain high, we believe many of the currently proposed tariffs won’t be implemented.

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Signs You're Trying to Time the Market

I can work to help you avoid such reactions.

voices.cf.socialware.com 3 of the most common investment mistakes are keeping money on the sidelines, reacting to market predictions and switching investments based on past performance.

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Life Events That Affect Life Insurance

Getting married? Let's discuss if your coverage meets your needs.

voices.cf.socialware.com A life insurance purchase isn’t “one and done.” Your needs can change as your life does.

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What Should You Do With An Inheritance?

Above all, don't rush to act.

voices.cf.socialware.com Here are a few ideas for you to consider.

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Crunch Your Numbers With Our Retirement Planning Calculator

Will you have enough money saved for retirement? Use the results from this calculator to help determine if you're on track.

voices.cf.socialware.com Less than half of working investors know how much they should save for retirement. Let's work together to help make sure you're not among them.

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Using Your Cash Wisely

It’s good to have cash on hand – but how much is too much?

voices.cf.socialware.com The recent rise in interest rates may provide an opportunity for your excess cash, so it’s important to know how much you should hold.

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12 Ways to Have Real Conversations

Skip the small talk with these tips.

scl.bz How to spark more meaningful dialogue

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4 To-Dos Before Giving to Charity This Holiday Season

Looking to support a worthy cause? Here's how to determine which giving opportunity is the right fit for you and your family.

scl.bz Give me a call if you'd like to discuss how giving fits into your overall strategy.

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The Presidential Election and Your Portfolio: What You Need to Know

Avoid letting today’s politics influence your long-term strategy.

scl.bz The markets and the economy have risen under every political combination in Washington.

The Building Blocks of Saving for Education

When it comes to education savings, it pays to start early and save regularly.

Preparation is the key to successfully navigating the college savings landscape.

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Ready to be an Empty Nester?

Consider the financial implications of this time in your life.

scl.bz Let's discuss your strategy for this new life phase.

First Job

This commercial shows how we work to understand your entire family's financial goals.

scl.bz Are you in a similar situation? Let's talk.

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3 Ways to Make Tax Time Easier

Got a minute? Here's how to help make tax season go smoothly.

scl.bz Make the most of your deductions, be forward thinking and invest in your future.

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Edward Jones - Financial Advisor: Troy Ivesdal

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