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No time like the present to keep your future on track

Just as your life changes over time, the market also sees its fair share of change. And fluctuations in the market can affect your investments. So the best way we know to be confident that you have a current and complete picture of your financial situation is to schedule a regular portfolio review with your Edward Jones financial advisor.
Aside from market fluctuations, new events in your life can also signal that it’s time for a portfolio review. For instance, new tax laws may be taking effect. You might be looking to buy or sell a home. The kids could be headed off to college, or perhaps you’re getting ready for diaper duty. Whatever the situation may be, the changes in your life are probably as unique as the goals you’ve set for your future.

For all of these reasons, its’ important to review your investment portfolio every year. It’s the easiest way to make sure your investments and goals are headed in the same direction. Because like it or not, it doesn’t take much to find them a little off track.
The good news is, even if adjustments to your investment strategy are necessary, a free Edward Jones portfolio review will help find out if your money is working hard for you.
These are just a few topics you may want to discuss:
* Do I have the potential to earn more from investments?
* Do I have the potential to pay less in taxes on my investments*?
* Am I investing enough to reach my financial goals?
And because your situation deserves more than just a cookie-cutter solution, we believe you deserve individual attention. And it’s one of the main reasons why we think it’s important to meet with you face-to-face.
To schedule a free portfolio review, please contact your local financial advisor.
*Edward Jones does not provide tax or legal advice. You should contact your tax or legal advisor regarding your particular situation.