Edward Jones-Financial Advisor: Dave Loomis

05/04/2022

Make sure you and your IRA are working together to give you and your loved ones a better future. Putting off IRA contributions can cost you a LOT of money and flexibility in retirement. Need proof? Give me a call!

04/27/2022

Anybody else been having a reaction like Joey's when you look at your 401(k) or IRA lately? You're not alone! It's the main topic of conversation with my clients when we've met this year. No sugar-coating it, its been an ugly start to the year. But you and I have several great reasons to be optimistic about the market, the economy and and your investments. Give me a call and I'll tell you why!

I’ve been a member of the Edward Jones family for the last four years as a client and a financial advisor.

After working in a high-tech field for almost 20 years, I knew I wanted to pursue a new path in my career and I was drawn to Edward Jones through a strong personal relationship with my financial advisor. It didn’t take long for me to realize that my background in guiding clients through very technical training in my previous professional role could transition well into helping guide the serious, long-term investor. I am genuinely interested in helping my clients determine their comfort level with risk and to help achieve their financial goals through a solid strategy that we develop together.

My family has been a part of Northern Colorado for 25 years. My wife, Laura, and I are the proud parents of three boys (Jake, Eli and Ian). We have all been active in sports in the area as players and coaches. I have been a coach or youth sports board of directors member for the last 10 years in baseball, basketball, football and lacrosse. I love serving in the community through my kids’ activities, and I love serving as a financial advisor to my clients.

Working with Edward Jones is a partnership between me, you and thousands of people providing guidance from our home office - all helping you to reach your financial goals. Whether you planning for or living in retirement, saving for college expenses, or you are looking for protection against the unexpected, our branch team can help you make it happen through our established process. I look forward to serving you and helping you achieve what’s most important to you. Member SIPC.
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04/13/2022

Just like there is no "one size fits all" approach to investing, the same can be said of protecting your family's financial future. Let's talk about how to find what protection strategy can help address your situation.

04/06/2022

If you are not taking advantage of the tax advantages of a Roth IRA, you could be missing out on some significant tax savings now and in the future. Give us a call to learn more, your future self will be happy you did!

04/04/2022

April is Financial Literacy Month, and its a good time to work on your financial IQ. It's very easy to blow out the budget on a summer vacation or your new backyard project (I've been guilty of both!). Get on the same page of your budget with people in your house, save for unexpected expenses and invest for your future. If you have questions about how to get started or you want to test your financial literacy, let's talk!

03/30/2022

Its fun to imagine specific things on your Bucket List, items you'd like to purchase, places you want to go or experiences you'd like to share. The best part of my job is helping people prepare so they can start checking items off that list! What is the #1 thing on your Bucket List?

03/23/2022

Happy National Puppy Day 2022! There's plenty of things that divide us on Social Media, but if there is one day that we can ALL come together to celebrate, its a day dedicated to puppies :)

03/21/2022

TV’s longest-running show, “The Simpsons,” debuted more than 30 years ago. That’s also the last time inflation was this top of mind. Channel your inner Bart Simpson with this fun look at a timely inflation strategy.

Dividend-paying stocks can help you offset the damaging impacts of inflation on your portfolio.

03/14/2022

Let's connect to make sure you are prepared.

Ups and downs in the markets can be emotional. Here's how to prepare yourself and your portfolio.

02/28/2022

Nearing retirement? Now’s the time to boost your retirement savings.

Looking for ways to boost your retirement savings? These six strategies can help you can ramp up your retirement savings.

02/14/2022

When everything is on track, it can seem like you don't need emergency savings. But you don’t want to be caught unprepared! Click the link to learn more on how much to save and how to make a plan today:

Learn why and how to save for emergency expenses. From Edward Jones and EVERFI

01/31/2022

Edward Jones turns 100 years old on January 28, 2022. We want to thank you, our clients, for trusting us to help you achieve what’s most important to you. We also want to thank our communities for partnering with us to help even more people thrive. With your help, we’re poised to continue having a positive impact and creating brighter futures for many generations to come.

Edward Jones will set the stage for the continued growth of firm's impact in the next 100 years.