Continuing to serve you in a thoughtful way.

Throughout the challenges of recent months, we've continued to safely serve investors' needs. As we gradually reopen our offices to in-person appointments, our approach will be thoughtful and individualized to each location. Learn more.

How Do I Develop An Investment Strategy That Supports My Lifestyle?

We're all striving to maintain a comfortable lifestyle. The difference is how each of us defines "comfortable." Perhaps you're paying for your child's wedding, investing in a second home, buying a boat, or want to do some traveling. And chances are, you have more than one of these goals and are realizing how difficult it is to save for all of them. Investing can be a financial juggling act, and you don't want to drop anything that's important.

First, two words: don't panic!

We know it can be overwhelming to try to balance your goals - which makes it that much easier to put off saving for them. But we also know that putting an investment strategy in place can help you save for your goals.

Identify goals

The first step is identifying your specific goals. That way, you have a better idea of how much you need and when you need it. And we can't stress enough: The earlier you start planning and investing, the greater your potential returns may be. 

While our philosophy at Edward Jones is based on investing for the long-term, you will also want some liquid assets for your necessities, such as shelter and food. Supporting your lifestyle is not a need in isolation of others; by looking at the big picture, you can help to ensure that you're saving for both your basic and lifestyle needs. Learn more about our hierarchy of needs.

Get started

Of course your situation is unique, and factors such as how much time you have to invest and your risk tolerance will shape your investment strategy. For more information about identifying and prioritizing your financial goals or to open an account, set up a face to face meeting with the Edward Jones advisor in your community, who will be happy to talk with you one-on-one and provide a complimentary portfolio review.

Find an Advisor

Find an Advisor

Enter a Province and then enter a last name

    Is your financial strategy on track?

    Visualize your goals through our Tools and Calculators.

    Use our calculator

    Retirement Resources

    Life after a regular paycheck takes preparation.

    Read more