Edward Jones Financial Advisor - Chad McMichael

Edward Jones Financial Advisor - Chad McMichael


To My Favorite Grand Nephew! Great job Chad...

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Edward Jones Financial Advisor - Chad McMichael, Financial service, 24805 Pinebrook Road Suite 210, South Riding, VA.

Operating as usual


Review Your RRSP Contributions | Edward Jones

While the contribution deadline for 2020 RRSPs is still months away, contributing now can help maximize the period for tax-deferred growth. Let’s determine how much – and how often – you should be making contributions.

voices.cf.socialware.com The unprecedented events of this year have thrown into the spotlight our need to prepare for the future.


What does Medicare Cover? Should I Consider Long-term Care Insurance?

In general, you’ll have two types of medical expenses when you retire: traditional and long-term.

voices.cf.socialware.com Let's determine how this fits into your overall strategy. Happy to discuss over the phone or in person.


In Your 30s: Check Out These Six Financial Tips

Here's how to build a solid financial foundation 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.


What Should I Prepare for Now That I'm Retired?

You can either save for risks or insure against them. Take a closer look.

voices.cf.socialware.com Let's work together to figure out the next step.


Election Day

On Election Day, we encourage everyone to vote.

voices.cf.socialware.com Election Day is Tuesday, November 3.


This Year’s Benefits Open Enrollment Period Is An Opportunity You Don’t Want to Miss

Three tips to consider to help maximize this opportunity

voices.cf.socialware.com Plan ahead to do a deep dive into the benefits your employer offers.


Financial Fitness: Building an Emergency Savings is Important

When things are going well, emergency savings can seem unimportant. Don’t get caught unprepared when the unexpected hits!

voices.cf.socialware.com Learn more on why you should save for emergencies, how much to save, and how to make a plan to get started.


Strategist’s Advice: Don’t Play Politics With Your Portfolio

Analyst Nela Richardson explains why election volatility is likely to be short-lived.

voices.cf.socialware.com Check out Nela's podcast appearance, and let me know if you have any questions!


The Power of Optimism

In this video, Penny Pennington and John O'Leary discuss how altering your perspective can help you overcome nearly any challenge you may face.

voices.cf.socialware.com How are you staying optimistic during this time?


What to Do (and Not Do) If You're Already Retired

4 things to consider

voices.cf.socialware.com Let's discuss what strategies might be right for you.


5 Signs You May Need Life Insurance

Are you ready for life insurance?

voices.cf.socialware.com How to know when it's time to buy.


Giving Back to the Grandkids

Now is a great time to think about the legacy you'd like to leave your children and grandchildren.

voices.cf.socialware.com Happy Grandparents Day! As your grandchildren honor you this Grandparents Day, you can return the favor by investing in their future.


Financial Fitness: Considerations When Appointing a Financial Caregiver

Life is unpredictable, so it helps to make a plan now. Who will be your financial caregiver in the event you are unable to make decisions for yourself?

voices.cf.socialware.com Learn the considerations when appointing a loved one your financial caregiver.


Financial Fitness: Talking About Money as a Family

Learn the 6 important questions to ask.

voices.cf.socialware.com Discussing money with your family is easier and more important than you think. Don't delay having productive family conversations around earning, borrowing, spending, saving and financial decision making.


Could Retirement Be On The Horizon For You?

Unsure whether you can retire? Let's talk.

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


Investing Through Recessions and Recoveries: Lessons from History

3 lessons from history that can serve as a valuable guide.

voices.cf.socialware.com The good news for investors is that every prior bear market in history has been followed by a recovery and new bull market – a streak we do not expect to be broken this time.


Layoff or Buyout? We Can Help.

Ideas to consider during this challenging time.

voices.cf.socialware.com I'm here for you and happy to discuss.


New to Investing?

It pays to do your homework before you dig in.

voices.cf.socialware.com Investing is an ongoing process, not a one-time event. It's important to stay informed.


Why Are You Investing? Aligning Your Strategy with What Matters Most

What makes a good financial strategy, or the best investment? Is it the one with the highest return potential or the lowest risk, or is it something more?

voices.cf.socialware.com Questions? Give me a call.


3 Lessons from the 2020 Bond Market Every Investor Should Know

Head back to school with these three lessons.

voices.cf.socialware.com By cushioning stock market declines, providing income and adding diversification, bonds help keep investors on track toward achieving their financial goals.


What to Do (and Not Do) if You're Already Retired

Here are some universal tips to help navigate times of uncertainty.

voices.cf.socialware.com Give me a call with any questions – happy to discuss.


Weekly Market Update

For a review of last week's market and guidance for the week ahead, take a look at this report.

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


Stay the Course During Market Swings

Why following a long-term investing plan is a more strategic approach and may perform better than more nimble efforts

voices.cf.socialware.com Uncertainty got you worried? Let's talk.


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

Leaving your employer? Understand your 401(k) options.

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


Happy Independence Day

Today we celebrate America.

voices.cf.socialware.com Have a safe and happy holiday.


4 Questions to Ask If You're Retiring Soon

Reach out today to discover the actions – if any – you may want to take.

voices.cf.socialware.com From consolidating accounts to withdrawal amounts


A Guide to 401(k) Loan Repayments After Losing Your Job

Wondering what your options are? Let's take a look.

voices.cf.socialware.com This can be a very stressful time. Let me know how I can help.


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.


Market Volatility Got You Worried?

You're not alone. Let's break down your key questions.

voices.cf.socialware.com Give me a call if you'd like to discuss further.


Thank You to Our Healthcare Workers

Thank you to all our hardworking nurses and doctors for the care and support they provide always, and most especially during these last few months.

voices.cf.socialware.com We also want to express our gratitude for caregivers, first responders and other frontline workers. We appreciate everything you do!


The CARES Act: Mortgage and Student Loan Relief

Take a look at the considerations around mortgage relief, how renters are impacted, and federally held student loan relief.

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


Cares Act: Focus on Small Businesses

Congress has been passing legislation to ease some of this burden and help bridge the gap for this crucial piece of the American economy. Here's how to interpret it.

voices.cf.socialware.com Questions? Give me a call.


Happy Mother's Day

Countless laughs, memories and moments that matter … thank you to all who have mothered us.

voices.cf.socialware.com How are you planning to celebrate Mother's Day?


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.


CARES Act: Recovery Payments and What They Mean for Your Goals

3 considerations for your stimulus check

voices.cf.socialware.com By prioritizing your needs, you can map out a plan that sets you up for success.

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24805 Pinebrook Road Suite 210
South Riding, VA
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