In the interest of the health and well-being of the communities we serve, our branch offices are not meeting in person with new and existing clients at this time. We will continue to serve you through several virtual options. Learn More
While long-term "buy and hold" investing is a central part of our investment philosophy, there are times where it makes sense to sell a quality investment. For example, maybe you own too much of a particular investment and need to better diversify your portfolio. Selling an investment could be part of your strategy to generate an income stream to help cover expenses.
The Edward Jones Systematic Sell Program is a disciplined approach that can help you systematically sell individual stocks or mutual funds from your portfolio at predetermined intervals and set dollar amounts.
To incorporate a systematic sell strategy, work with your financial advisor to:
A variety of common stocks and mutual funds are eligible for the Edward Jones Systematic Sell Program. Talk with your financial advisor today to see if the program makes sense as part of your overall financial strategy.