How Well Do You Manage Wealth? Take the Millionaire Decision Quiz
“Jim” considers himself a savvy investor. He saved just over a million dollars before turning 50, but recognizing that he may have some financial blind spots he scheduled a meeting with a fiduciary financial planning firm. At the first meeting, the advisor asked him, “How do you pick stocks?” Jim provided various answers. He pays […]
Three Red Flags: How To Avoid Bad Financial Advice
Educate your friends and family about the red, yellow, and green flags when selecting a financial advisor. Teach others how to avoid bad financial advice by recognizing these key warning signs.
Have You Outgrown Your Edward Jones Advisor?
Your Edward Jones financial advisor is a good guy, but at what point do you need to switch? When your financial situation becomes more complex it’s time to seek a second opinion. Here’s why.
Looking Ahead: 2026 Stock Market Predictions
Just as you can’t predict flight delays or unexpected travel events, market forecasts face similar limitations. Learn how to invest in 2026 with confidence regardless of stock performance.