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Edward Jones financial advisor host foundations of investing seminar

 


Diana Jackson, an Edward Jones financial advisor in Lake Stevens Community, is hosting a free 50-minute educational seminar titled Foundations of Investing seminar at 6:30 p.m. to 8:30 p.m. Thursday, January 30 at 1905 Main Street, Downtown Lake Stevens in the Jay’s Market Main Street Center.

Building one’s investor IQ starts with understanding the basics. Whether someone is new to investing or needs a refresher, this presentation helps participants learn about:

• The importance of developing a strategy

• The impact of asset allocation

• The influence of inflation on one’s long-term goals

Edward Jones provides financial services for individual investors in the United States and, through its affiliate, in Canada. Every aspect of the firm’s business, from the types of investment options offered to the location of branch offices, is designed to cater to individual investors in the communities in which they live and work.

The firm’s 12,000-plus financial advisors work directly with nearly 7 million clients to understand their personal goals — from college savings to retirement — and create long-term investment solutions that emphasize a well-balanced portfolio and a buy-and-hold strategy. Edward Jones embraces the importance of building long-term, face-to-face relationships with clients, helping them to understand and make sense of the investment options available today.

 

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