Edward Jones - Financial Advisor: Cristian Izquierdo

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Mixed Earnings and Economic Data Spark Higher Volatility

Stocks erased their gains for the year this week as investors reacted sharply to some lower-than-expected earnings, slower global growth and higher interest rates.

voices.cf.socialware.com Although big daily moves may seem unsettling, this month's pullback represents a return to normal market volatility following many months of tranquility.

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Market Outlook: 4th Quarter

What can investors expect through the end of the year and into 2019?

voices.cf.socialware.com Investment Strategist Kate Warne looks at inflation, interest rates and the dollar, and offers some actions for investors to consider as the year comes to a close.

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What is Probate?

Here's a high-level look – though we recommend doing a much deeper dive so you can potentially avoid this process.

voices.cf.socialware.com I'm happy to work with your team of tax and legal professionals to help craft the right estate strategy for your situation.

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3 Ways to Improve Your Investment Decisions

Look at the whole picture, check the facts and take your time.

voices.cf.socialware.com How are you feeling about the market climate? Let's talk.

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Bitcoin and Cryptocurrency – What You Need to Know

Bitcoin is a new technology with a lot of buzz – but does that translate into a quality investment opportunity for long-term investors?

voices.cf.socialware.com Although Bitcoin and other cryptocurrencies are a promising new technology, there are numerous uncertainties for investors to consider.

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How We Work Together: It's All About You

What's most important to you? It's the first question I'll ask as we begin our relationship.

voices.cf.socialware.com A closer look at how I like to build relationships.

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What Should I Consider Before Taking Social Security?

Social Security - Take it early? Take it late? Or continue to work?

voices.cf.socialware.com This can be a complex decision – let me help! Set up an appointment today.

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If You're Retired, Your Reliance Rate Matters

Here's why.

voices.cf.socialware.com Let's work together to find the right balance between your sources of income.

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6 Tips for Investing in Your 30s

Here's how to keep your financial fitness on track during a decade filled with change.

voices.cf.socialware.com Let's work together to help make sure this decade is a productive one for you financially.

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Are You at Risk for Fraud?

According to the FBI, older Americans face fraud more often than most. Here are a few tips to protect yourself.

voices.cf.socialware.com Fraud protection starts with education and communication.

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How to Understand Your Personal Rate of Return

Put your performance in perspective with these tips.

voices.cf.socialware.com Determining how your investments are doing requires more context than you might realize.

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Weekly Market Update

Check out our weekly market update for news on last week's market and guidance for the week ahead.

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

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A Look at CDs and Other Rates

Check out these current rates, updated daily.

voices.cf.socialware.com Have questions? Give me a call today.

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Sustainable Investing: A Socially Conscious Approach

Our process for evaluating these types of investments, and considerations for you.

voices.cf.socialware.com How does sustainable investing fit into your overall portfolio? Let's talk.

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Are You Prepared for Whatever Tomorrow Brings?

These 6 steps can help guide you.

voices.cf.socialware.com September is Life Insurance Awareness Month. Learn how insurance can help protect those you love – no matter what.

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3 Common Emotional Investing Mistakes

Stay disciplined and keep perspective by avoiding these emotional impulses.

voices.cf.socialware.com Emotions getting the better of you? Let's talk.

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With Retirement Finally In Sight, Are You Fully Prepared?

Time is of the essence! Let us help you make sure your finances can keep up with all your retirement goals.

voices.cf.socialware.com Take a look at these resources first, then let's talk.

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Don't Mix Election Politics with Investing

Determine your strategy based on your situation and goals, and stay invested despite any short-term political uncertainty.

voices.cf.socialware.com Keeping a long-term focus can help put any short-term worries in perspective.

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Help Stay On Track By Staying Invested

You may be going on vacation, but here's why it's important not to take a break from investing.

voices.cf.socialware.com We believe staying invested through market ups and downs gives you the best potential to achieve success.

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2018 Equities Update – Risks and Opportunities

In today’s market environment, where can you find long-term opportunities in stocks?

voices.cf.socialware.com This year, we’ve experienced higher market volatility but also continuing economic growth. Senior Analyst Robin Diedrich updates us on the equity market so far this year and what we can expect going forward.

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7 Tips to Help Keep Your Identity Safe

Protect your personal information with these tips.

voices.cf.socialware.com Don't be one of the millions of Americans impacted by identity theft.

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Back to School, Back to Saving

How to determine your college savings strategy

voices.cf.socialware.com The most important thing? Start soon, when time is on your side.

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What Is An Annuity?

Here's a good refresher.

voices.cf.socialware.com They can be a key part of your overall retirement strategy – but they're not right for everyone.

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Edward Jones Ranked Among People’s 50 Companies That Care

"We believe as a business we can be a force for good by making our local communities better places to live," Managing Partner Jim Weddle said.

voices.cf.socialware.com We took the No. 5 spot on the list.

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10 Rules of the Road for Investing

From developing and reviewing your strategy to focusing on what you can control, these time-tested rules can help steer your portfolio in the right direction.

voices.cf.socialware.com Of course your investment goals are unique – but I believe these are good rules of thumb.

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Will Higher Tariffs Halt Global Growth?

Trade worries can create opportunities. Take a closer look.

voices.cf.socialware.com Although uncertainty and related market volatility are likely to remain high, we believe many of the currently proposed tariffs won’t be implemented.

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Signs You're Trying to Time the Market

I can work to help you avoid such reactions.

voices.cf.socialware.com 3 of the most common investment mistakes are keeping money on the sidelines, reacting to market predictions and switching investments based on past performance.

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What Do Rising Interest Rates Mean for Your Portfolio?

Do you need to reposition your portfolio for changes in the investment landscape?

voices.cf.socialware.com Diversifying your assets can help you be prepared.

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What Should You Do With An Inheritance?

Above all, don't rush to act.

voices.cf.socialware.com Here are a few ideas for you to consider.

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Life Events That Affect Life Insurance

Getting married? Let's discuss if your coverage meets your needs.

voices.cf.socialware.com A life insurance purchase isn’t “one and done.” Your needs can change as your life does.

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Why Your Returns Shouldn't Match the Market

A great reminder why your investment performance should be compared to the return you need to reach your goals, not the return of an index.

voices.cf.socialware.com 3 reasons your performance should be your own

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Using Your Cash Wisely

It’s good to have cash on hand – but how much is too much?

voices.cf.socialware.com The recent rise in interest rates may provide an opportunity for your excess cash, so it’s important to know how much you should hold.

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Compare Our CDs and Other Rates

Check out these current rates, updated daily.

voices.cf.socialware.com Have questions? Give me a call today.

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The Impact of Stock Overconcentration

Simply put, diversification is key.

voices.cf.socialware.com Putting most of your financial resources into just one investment can be risky business.

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What You Should Know About Corporate Bonds and CDs

Does one make more sense for your goals than another? Here's a quick review of their similarities and differences.

voices.cf.socialware.com Want to discuss these in more detail? Let's meet.

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What You Should Know About Corporate Bonds and CDs

Does one make more sense for your goals than another? Here's a quick review of their similarities and differences.

voices.cf.socialware.com Want to discuss these in more detail? Let's meet.

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How Can I Balance Saving for Retirement and College?

It doesn't have to be an either/or proposition.

voices.cf.socialware.com Let's work together to outline your priorities and discuss some potential trade-offs.

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Edward Jones Ranks Among Fortune 500

I'm proud that our firm made this prestigious list for the sixth time.

voices.cf.socialware.com The depth of our resources and expertise helps us to serve our clients' needs.

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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.

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What Should I Consider Before Taking Social Security?

Social Security - Take it early? Take it late? Or continue to work?

voices.cf.socialware.com This can be a complex decision – let me help! Set up an appointment today.

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How Does Loss Aversion Impact Investment Decisions?

Don't let anxiety and fear prevent you from reaching your long-term goals.

voices.cf.socialware.com Are you loss averse? Let's craft a strategy that helps you remain confident.

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How to Prepare for Higher Inflation

What does the return of moderate inflation mean for you?

voices.cf.socialware.com Is your portfolio ready? If not, let's talk.

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Marathon, 33050

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