The saying is true - time flies. And, when you stop to think of how many things have changed in the past year, it's easy to realize how you can lose track of it all. That's why you should schedule your portfolio review today. This is an ideal time to discuss changes in your life that can affect your long-term goals. Your advisor will help you decide whether it's a smart idea to revise your investment strategy due to any changes in your situation, and discuss any concerns you may have about your investments.
Call your Edward Jones advisor today to schedule an appointment for your portfolio review.
We believe these "habits" help put you in the best position for investing success.
Technology is an important part of a diversified portfolio.