When the markets turn as volatile and confusing as they have over the past year, even the most patient investors may come to question the wisdom of the investment strategy that they’ve been following.
At Edward Jones, we’ve seen difficult markets come and go. And we certainly empathize with people who find the current environment troublesome and disturbing. We’d like to help, if we can, and to that end, here’s what we offer:
A cup of coffee, and a second opinion.
By appointment, you’re welcome to come in and sit with us for a while. We’ll ask you to outline your financial goals and what your investment portfolio is intended to do for you. Then, we’ll review the portfolio for and with you.
If we think your investments continue to be well-suited to your long-term goals, we’ll gladly tell you so, and send you on your way. If, on the other hand, we think some of your investments no longer fit with your goals, we’ll explain why, in plain English. And, if you like, we’ll recommend some alternatives.
Either way, the coffee is on us.
To schedule a non-obligatory appointment, call 760-729-8300 or stop by our office.
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Phone NumberVincent T Alessi at (760) 729-8300
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