Edward Jones - Financial Advisor: Daniel Allen

My office manager took a much deserved day off today so I decided to bring in some help!
Barron’s and Blow Pops! 💰 🍭

This sure made my day!


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.


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.


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.

First day of school for my Littles! Anyone else have recent first day of school pictures?


3 Keys to Your Financial Freedom

From how much money you'll need to how much you should rely on your portfolio, answering these questions will impact the big picture.

voices.cf.socialware.com Let's review different scenarios to determine what makes the most sense for you.


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.


Get to Know Mutual Funds

Could this type of investment be one part of your diversified portfolio?

voices.cf.socialware.com With more than 8,000 mutual funds on the market today, it can be difficult to know which ones to choose. That's one reason I'm here to help.


Market Outlook: 3rd Quarter

What do recent market events mean for the second half of the year?

voices.cf.socialware.com Investment Strategist Kate Warne outlines three developments we’re watching closely and reminds investors that “late cycle” doesn’t mean “too late to invest.”

[08/25/17]   What was the first car you drove?


When It Comes to Investing, Focus On What You Can Control

Don't be distracted by the latest headlines. Base your behavior on time-tested investment principles.

scl.bz The key is not to let emotions control your investment decisions.


2017 FORTUNE Rank

We're proud Edward Jones made the prestigious Fortune 500 list for the fifth time.

scl.bz On our fifth appearance on the FORTUNE 500 list, Edward Jones holds the 403 position with more than $6.6 billion in revenue, 15,000 financial advisors and 7 million clients.

The 3 R's of Investing: Review, Review, Review

Do you go to the doctor for an annual visit? Then why wouldn't you get a regular checkup for your finances?

scl.bz Make sure your financial strategy stays on track through life's changes. Call me today to schedule your annual review.

[08/16/17]   What's the best piece of advice you've ever received?


How to School Your Children About Money

It's back-to-school season. Here are three financial lessons that are helpful year-round.

scl.bz What do you want your kids to know about money?


How Do Long-term Investors Fare?

Why staying the course during market volatility can pay off

scl.bz The strategy of buy-and-hold versus more nimble efforts


7 To-do's Before You Say, "I Do."

Before you walk down the aisle together, make sure you're both in step financially.

scl.bz Get started on the path to marital (and financial) bliss by agreeing on your goals before you get married.


The World Is Changing – Is Your Portfolio Prepared?

Keep these 5 trends in mind when positioning your portfolio

scl.bz Want to take action? It's all about the 3 Rs

How Confident Are You When It Comes to Investing?

3 tips to get more comfortable

scl.bz It's never too late to become more engaged with your finances.

[07/12/17]   If you could meet any historical figure, who would you choose?


How Much to Save for Emergencies

Dads – it's important to make sure you've set aside enough for unexpected expenses.

scl.bz Don't be caught unprepared. Establish an emergency fund today.


Sharing Your Estate Strategy With Loved Ones

Every father wants to make sure his family will be taken care of for years to come.

scl.bz Here's how to discuss your legacy plans with your adult children.


The Fed and Interest Rates

Questions about what the Fed's actions mean for your portfolio? We've got answers.

scl.bz While the Fed’s actions can cause short-term market disruptions, they shouldn’t impact your long-term goals and a properly positioned portfolio.


Caring for an Aging Loved One

From "cared for" to caregiver. What to know when the person who’s always taken care of you needs you to return the favor.

scl.bz Tips to help transition into your new role in your loved one's life.


While You Can't Predict the Market, You Can Prepare for It

Have you rebalanced your portfolio recently? Why doing so can help reduce risk

scl.bz Long-term investors have enjoyed a long-running bull market, but it's important to be ready for possible future volatility.


To Have and To Hold: Are You Committed to Investing?

Whether you’re investing your money or your emotions, look at the big picture and what’s ahead for the long term.

scl.bz A closer look at the similarities between relationships and investing


Which IRA Type Makes Sense for You?

If you're deciding between a traditional or Roth IRA, it might help to consider the different ways the accounts are taxed.

scl.bz Let's discuss which IRA could be right for you.


Edward Jones Ranks No. 5 on FORTUNE Magazine's "100 Best Companies to Work For 2017"

I'm excited to announce our latest ranking on this annual list.

scl.bz This is our 18th appearance on the prestigious list. #100BestCos


How Edward Jones Approaches Your Needs

I start by asking what's important to you – and then I listen.

scl.bz Before we can develop an investment strategy, let's get to know one another.


3 Common Emotional Investing Mistakes

Stay disciplined and keep perspective by avoiding these emotional impulses.

scl.bz Emotions getting the better of you? Let's talk.


Key Considerations for Women Investors

You have unique needs when it comes to Social Security, retirement and health care. Here's how we can help address them.

scl.bz Protect your future? Provide for a child's education? Enjoy retirement? Whatever your goals may be, we can help you lay a financial foundation.


6 Ways to Fight Back Against Tax Season Fraud

Take a look at this list to help protect yourself.

scl.bz A closer look at this common type of identity fraud.


The 411 on Annuities

Does an annuity make sense for you?

scl.bz Let's discuss if an annuity could fit into your overall retirement strategy.


Get a Stock Quote

Simply enter a stock or mutual fund symbol to get a timely quote.

scl.bz Bookmark this page for easy access to stock and mutual fund quotes.


The Lifestyle Change That’s Key to Career Success

Have you vowed to get fit in 2017? Knowing how beneficial regular exercise can be for your career should help keep you motivated. Our latest blog explains why.

scl.bz It’s well known that exercise can have positive effects on more than just your physical health, but do you know the many ways it’s linked to career success?


3 Ways to Make Your CPA Happy

Here are a few tips to help you and your CPA enjoy a smoother journey to the tax deadline.

scl.bz It pays to be prepared this tax season.


Do Municipal Bonds Make Sense for Your Portfolio?

Education = power. Increase your knowledge of municipal bonds.

scl.bz Looking to earn federally tax-free income? You might want to consider adding municipal bonds to your investments.


Do You Have a Healthy Work-Life Balance?

What did you determine the last time you assessed your work/life balance? It may be time for a check-in.

scl.bz We’ve developed a quick quiz to help you find out where you stand.


The Low Cost of Term Life

Are you spending more on Valentine's Day than you could for a year of protection for your loved ones?

scl.bz Learn how term life insurance could cost less than flowers, chocolates or a nice dinner out.


How Fixed Income Can Help Your Portfolio

Take a look at the benefits of fixed income investments.

scl.bz While you can’t control the markets, you can control your investment mix. If we haven't reviewed your portfolio in a while, let's talk.


Funding Your Legacy With Life Insurance

Could life insurance be the key to funding your legacy?

scl.bz You don't have to be wealthy to take advantage of this smart way to leave an inheritance to loved ones or support the causes that are important to you.


Life Insurance –Are You Covered?

Set yourself up for the best 2017.

scl.bz Let's review your life insurance coverage and make sure it fits your needs.


Should I Consider Setting Up a Trust?

The benefits of incorporating this useful tool into your estate strategy

scl.bz Let's discuss whether this strategy makes sense for your situation.


Balancing Your Family's Budget?

Keep in mind these key considerations.

scl.bz Meeting your financial goals requires making a plan – and sticking to it.

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