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FinanCial FoCus
Financial Advisors Can Help Reduce Anxiety
By Sally Sima Stahl
The long-running grow. But a financial advisor can help keep you from making things may change in your life – your job, your family
coronavirus pandemic has these fear- and greed-based actions by only recommending situation, your retirement plans, and so on. A financial
fueled a lot of anxieties – moves that make sense for your situation. professional can help you adjust your financial strategy in
including financial ones. But … Work toward multiple goals – At various times in your response to these changes.
some people have had far life, you may have simultaneous financial goals. For example, Achieving your financial goals may present challenges,
fewer worries than others. you could be investing for a retirement that’s decades away, but it doesn’t have to cause you years of worry and distress
Consider this: Among while also trying to save for a child’s college education. A – as long as you get the help you need.
those investors who work financial professional can suggest ways you can keep working This article was written by Edward Jones for use by
with a financial advisor, 84 toward both objectives, in terms of how much money you your local Edward Jones Financial Advisor, Edward Jones,
percent said that doing so can afford to invest and what types of savings and investment Member SIPC.
gave them a greater sense of vehicles you should consider. Edward Jones is a licensed insurance producer in
comfort about their finances … Prepare for the unexpected – Most of us did not need all states and Washington, D.C., through Edward D.
during the pandemic, according to a survey from Age Wave a pandemic to remind us that unexpected events can happen Jones & Co., L.P., and in California, New Mexico and
and Edward Jones. in our lives – and some of these events can have serious Massachusetts through Edward Jones Insurance Agency
Of course, many people experience investment-related financial impacts on us and our loved ones. Do you have of California, L.L.C.; Edward Jones Insurance Agency of
fears even without a global health crisis, and that’s probably adequate life insurance? How about disability insurance? New Mexico, L.L.C.; and Edward Jones Insurance Agency
not surprising, given the periodic volatility of the financial And if you ever needed some type of long-term care, such of Massachusetts, L.L.C.
markets. But financial guidance can come in handy during as an extended stay in a nursing home, how would you pay Edward Jones, its employees and financial advisors
relatively normal times, too. for it? A financial advisor can evaluate your protection needs cannot provide tax advice. You should consult your qualified
A financial professional can help you … and recommend appropriate solutions that fit within your tax advisor regarding your situation.
… Look past the headlines – Inflation, interest rates, overall financial strategy. Contact us at (561) 748-7600, Sally Sima Stahl, AAMS,
pandemics, elections – there’s always something in the news … Adapt to changing circumstances – Over time, many 1851 W. Indiantown Road, Ste. 106, Jupiter, FL 33458.
that could affect the investment world in the short term. But
by helping you construct a portfolio that’s built for the long “Service is our number one priority”
term and reflects your goals, risk tolerance and time horizon,
a financial advisor can enable you to look past the headlines. 561-743-0070
… Avoid emotional decisions – Many people let their
emotions drive their investment choices. When the market www.palmspoolservices.com
goes through a downturn and the value of their investments
drops, they sell to “cut losses,” even though these same
investments may still have good business fundamentals and
promising futures. Conversely, when the market is on an
uptick, some people chase after “hot” investments, even when
they become overpriced and may have very little room to
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