Systematic Investing

How many times have you said you would take your next bonus or commission check and invest or save it for retirement? How many times did something happen to prevent that from happening? If the events of your everyday life keep getting in the way of your retirement plans, systematic investing may be right for you. Like direct deposit or contributions to your 401(k) plan, systematic investing* allows you to invest a certain amount each month - without having to do a thing.

Edward Jones has three systematic investing programs. If you have questions, or are interested in setting one up, contact your financial advisor today.

The Edward Jones Dollar Cost Averaging Program
By investing a fixed dollar amount each month, market fluctuations can work in your favor, allowing you to buy more shares when prices are low and fewer shares when prices are high.

Dividend Reinvestment into Stocks
Many stocks distribute their earnings to shareholders in the form of a cash dividend. By reinvesting those cash dividends rather than accepting a check from the company, individual investors can increase the holdings in their portfolio.

Income Reinvestment into Mutual Funds
Expand your portfolio by reinvesting income from any investment into various mutual fund families.

*Systematic Investing does not assure a profit and does not protect against loss in declining markets. Such a plan involves continuous investment regardless of fluctuation of price levels. You should consider your financial ability to continue purchases in periods of low price levels.


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