Edward Jones - Financial Advisor: Troy Ivesdal

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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.

voices.cf.socialware.com

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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