Edward Jones-Financial Advisor: Doug Rupiper

Edward Jones-Financial Advisor: Doug Rupiper

When Life Changes, It's Important To Still Take Time To Consider The Future of Your 401(k)

If you aren't at your last job, then why is your 401(k)?

voices.cf.socialware.com Understand your retirement plan options when you change employers.


Happy Father's Day

Today we celebrate a father's love.

voices.cf.socialware.com We honor and remember these special men.

How We're Here For You

We're keeping up with the latest news and have several ways to stay in touch.

voices.cf.socialware.com Let me know how I can help – give me a call.


Staying Nimble During a Time of Crisis

Small business owners offer words of wisdom for staying resilient, and a financial advisor shares tips for planning your next move.

voices.cf.socialware.com Want to discuss ideas? Give me a call.


5 Steps to Take If You Experience Financial Difficulty During COVID-19

Address these key strategies in order.

voices.cf.socialware.com Want help with the previous steps? Let's talk.


Financiers Weigh In On the Crisis

Managing Partner Penny Pennington speaks to The New York Times about the markets, our branches and long-term investing.

voices.cf.socialware.com What would you like to discuss? Let's talk.


Weekly Market Update

Interested in learning more about last week's market and what this week could hold? Take a look at this update.

voices.cf.socialware.com Check out our update.


CARES Act: Retirement Accounts

RMDs are waived for 2020 and other news

voices.cf.socialware.com Let's work together to consider these key aspects of the CARES Act as part of your broader financial strategy.


What Makes Markets So Volatile?

Do computers and algorithms make volatility worse? Let's discuss.

voices.cf.socialware.com As unsettling as daily market swings can be, volatility is part of investing.


Quarterly Market Outlook: Economic Outlook

We think the nature of the downturn and the rapid policy responses offer the potential for a faster rebound than normal.

voices.cf.socialware.com Give me a call and let's discuss how the outlook might impact your financial strategy.


Provisions of the CARES Act that Can Help Business Owners

The legislation provides $350 billion to help small businesses – those with fewer than 500 employees – retain workers and avoid closing up shop.

voices.cf.socialware.com These are challenging times, and that’s especially true for business owners. We’re here to help in any way possible.


Weekly Market Update

In this update, we review last week's market performance and take a look at what the week ahead could hold.

voices.cf.socialware.com Check out our update.


Weekly Market Update

Check out this week's market update for details on last week's market moves and a preview of the week ahead.

voices.cf.socialware.com Take a look at our update.


Highlights of the CARES Act

From direct payments and unemployment assistance to student loan payment suspensions and retirement account changes, here are a few ways the government is offering financial stability and relief during this time.

voices.cf.socialware.com Let's consider key parts of this as part of your financial strategy. Give me a call.


Investors Can Benefit from 'Mindfulness'

How fear and greed can impact your investing.

voices.cf.socialware.com Your investment choices need to make sense for you. Let's talk.


5 Keys to Navigating Pullbacks

The only certainty is that market volatility will likely continue for some time.

voices.cf.socialware.com The nature of this biological event leaves many of us with an unsettled feeling. Investment Strategist Craig Fehr discusses what we’ve learned so far about the markets and what investors can do today.


10 Rules of the Road for Investing

Focus on what you can control, review your strategy regularly and other guidelines to help you meet your goals.

voices.cf.socialware.com Do you have questions? Give me a call – I'm here to help.


Five Keys to Navigating Pullbacks Successfully

For the first time in more than a decade, we've crossed the threshold of a bear market. Let's put this performance in perspective.

voices.cf.socialware.com Lessons from history about potential upsides to the down market


Five Keys to Navigating Pullbacks Successfully

For the first time in more than a decade, we've crossed the threshold of a bear market. Let's put this performance in perspective.

voices.cf.socialware.com Lessons from history about potential upsides to the down market


Oil Prices Fuel Market Jitters: 3 Points on the Latest Market Moves

The drop in oil prices is adding to the coronavirus anxiety in the markets, which are trading much more on fear than fundamentals.

voices.cf.socialware.com Read our latest guidance on the market correction.


Have You Fully Funded Your IRA for 2019?

Take a look at this chart to see the hypothetical value of your IRA at age 65, depending on when you start investing.

voices.cf.socialware.com You still have until April 15.


Stocks Drop on Growing Coronavirus Concerns

Stocks were down more than 2% on Monday (Feb. 24) as coronavirus fears infected the equity market. We believe the economic impact is meaningful – but temporary.

voices.cf.socialware.com Read our latest guidance on market uncertainty and investing for the long term.


SECURE Act: The Five Most Impactful Changes

Here's a helpful guide to this retirement and savings bill that just became effective.

voices.cf.socialware.com Could these new rules impact your financial goals? Give me a call to discuss.


Weekly Market Update

The stock market has picked up in 2020 where it left off in 2019. 3 key issues will likely shape the investment narrative this year: Policy/political risks, domestic and global economic trends and the potential for this market rally to continue.

voices.cf.socialware.com The December jobs report marked a slowdown in job gains, but a moderation was expected following November's outsized job additions.


What Can You Do When Your Employer Changes Your Retirement Plan?

If you need to compensate for lost income, here are a few suggestions.

voices.cf.socialware.com Let's work together to help your retirement goals still be a reality.


Outlook 2020: 4 Important Questions to Ask

Are you wondering what to expect from the markets in 2020?

voices.cf.socialware.com The markets have seen their share of good and bad news in 2019. What can investors expect in the new year? Investment Strategist Nela Richardson details four areas you should watch in 2020.


What to Know about Gifting Stocks

Here are some tax considerations for you and the recipient.

voices.cf.socialware.com I can partner with your tax advisor and attorney to discuss what makes sense for your situation.


3 Common Investing Myths Debunked

We'll help you sort fact from fiction, so you're better able to meet your financial goals.

voices.cf.socialware.com Is saving the same as investing? Read on to see!


Technology Serving You and Your Clients

Learn how we’ve invested in integrated technology to benefit our financial advisors - and their clients.

voices.cf.socialware.com Learn how we’ve invested in integrated technology to benefit our financial advisors - and their clients..


When It Comes to Investing, Focus On What You Can Control

Don't be distracted by the latest headlines. Base your behavior on time-tested investment principles.

voices.cf.socialware.com The key is not to let emotions control your investment decisions.


4 Steps to a Smoother Retirement

If your retirement vision is about to become a reality, check out these four tips.

voices.cf.socialware.com Investment Strategist Scott Thoma details four tips to help you make a smoother transition into retirement.


Does Your Family Know Your Wishes for the Future?

Communicating with your beneficiaries is key to developing a sound estate plan and ensuring that your assets go to those who matter most.

voices.cf.socialware.com While 73% of Americans are confident that their beneficiaries will know how to carry out their estate plans, only 49% of beneficiaries said they are confident, according to an Edward Jones survey.


What Is An Estate Strategy – And Do I Need One?

Without a proactive estate strategy, decisions about the care of your children, your assets and your health care may likely be controlled by state law and the courts.

voices.cf.socialware.com Here are some quick facts on the common types of documents or strategies that you should discuss with your attorney.


Why You Should Plan Your Funeral, and How to Do It

7 tips to help prepare for this difficult yet inevitable time

voices.cf.socialware.com Help ease your loved ones' burden by planning ahead.


Ready to Send Your Portfolio Back to School?

Stick to the 3 R's – Review, Rebalance, Refresh – to keep your portfolio on track.

voices.cf.socialware.com See how your portfolio has performed since the last school year.

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211 Coeur D' Alene Ave, Ste 104
Coeur D'Alene, ID
Other Financial Services in Coeur d'Alene (show all)
Armstrong Insurance Agency Armstrong Insurance Agency
1044 Northwest Blvd Ste 111
Coeur D'Alene, 83814

We are a family operated insurance brokerage that offers auto, home, life, and business policies. We represent the following companies; Safeco, Allied, Travelers, Progressive, Hartford, and many more. We do the shopping and make switching easy.

Cogo Capital Cogo Capital
701 E Front Avenue
Coeur D'Alene, 83814

Cogo Capital provides asset-based lending to investors looking for funding on non-owner occupied residential and commercial investment deals. NMLS: 1760709 Arizona Mortgage Broker License #0950084; California Finance Lenders License 60DBO-101344

bankcda bankcda
912 Northwest Blvd
Coeur D'Alene, 83814

Welcome to the bankcda community! Before joining the conversation, please review our "Rules of Engagement" Note. bankcda was formed in 2001 after forty founders with diverse professional backgrounds joined to establish Member FDIC. Equal Housing Lender.

Scarlet N. Kelso, Financial Advisor at Morgan Stanley Scarlet N. Kelso, Financial Advisor at Morgan Stanley
1233 Northwood Center Ct
Coeur D'Alene, 83814

Evergreen Home Loans - Coeur d'Alene Branch NMLS #1761784 Evergreen Home Loans - Coeur d'Alene Branch NMLS #1761784
2100 NW Blvd, Suite 310
Coeur D'Alene, 83814

Neighborhood home loan lender for over 30 years, serving customers and real estate agents. Helping first-time homebuyers. Full range of affordable loan programs and low down payment options.

Laurie Roberts - Insurance Agent Laurie Roberts - Insurance Agent
1424 E Sherman Ave, # 400
Coeur D'Alene, 83814

Independent Insurance Agent

Five23 Five23
418 E. Lakeside Ave., Suite #222
Coeur D'Alene, 83814

Valuation Calculations

Private Money Bank Private Money Bank
2100 Northwest Blvd, Ste 110
Coeur D'Alene, 83811

Private Money Bank

Northwest Insurance Associates Northwest Insurance Associates
722 E Lakeside Ave
Coeur D'Alene, 83814

Serving all of Idaho, Washington, Oregon and California.

The Murray Group The Murray Group
601 E Front Ave, Ste 502
Coeur D'Alene, 83814

The Murray Group is a full-service health and welfare benefits consulting firm. We provide benefits consulting to many public and private employers in the Northwest, mainly focused in the state of Idaho.

Malia Rogers - Insurance Broker Malia Rogers - Insurance Broker
250 Northwest Blvd 201
Coeur D'Alene, 83814

I help Medicare recipients understand how Medicare works & shop for the best options available. I also offer affordable private health plans for individuals & group health for employers. Licensed in 40+ states & contracted with top rated carriers.

JD Schwab Appraisal JD Schwab Appraisal
512 E Montana Ave
Coeur D'Alene, 83814

Performing residential real estate appraisals in Idaho, Lewis and Kootenai County, Idaho.