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The path so far in 2020 is a reminder that market conditions can change quickly. Your investment approach, however, doesn’t have to. Everyone's situation is unique and, as such, deserves a personalized strategy. At the same time, we think there are certain behaviours and actions that are widely consistent among investors that put themselves in the best position for investing success. We believe adopting these "habits" can help you to navigate the ups and downs of the market and help keep you on track toward your long-term financial goals. In our view, highly effective investors:
Talk with your Edward Jones advisor about opportunities to put these habits into practice to help ensure you stay on track toward your goals.
1 Source: Morningstar Direct, 1/1/1976 - 12/31/2019. Past performance of the markets is not a guarantee of how they will perform in the future. The hypothetical portfolios are for illustrative purposes only. Results may vary for a portfolio with similar holdings. The hypothetical portfolios consist of:
1) 100% stocks represented by the S&P TSX Total Return Index.
2) Balanced Toward Growth Edward Jones Portfolio Indexes are unmanaged and are not available for direct investment. Investing in stocks involves risk. The value of your shares will fluctuate, and you may lose principal. The prices of bonds can fluctuate, and an investor may lose principal value if the investment is sold prior to maturity. There are special risks inherent to international investing including those related to currency fluctuations and foreign political and economic events.
Changes in tax rules, much like the stock market, can be unpredictable. Tax diversification may help counter the tax environment and provide flexibility in retirement.Read more
Whether you're a new or experienced investor, these four lessons can keep you on track during market uncertainty.Read more