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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 behaviors and actions that are widely consistent among investors who put themselves in the best position for investing success. We believe adopting these "habits" can allow you to best 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 financial 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 - 2/7/2020. 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 500 Total Return Index.
2) 65% stocks represented by the S&P 500 Total Return Index and 35% bonds represented by the Barclays U.S. Aggregate Bond Index.
3) 48.75% U.S. stocks represented by the S&P 500 Total Return Index, 16.25% international stocks represented by the MSCI EAFE NR Index, and 35% bonds represented by the Barclays U.S. Aggregate Bond Index. The hypothetical portfolios are for illustrative purposes only. Results may vary for an individual portfolio with similar holdings. 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.
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