Edward Jones Financial Advisor: Sarah Dik

Edward Jones Financial Advisor: Sarah Dik As a Financial Advisor with Edward Jones, I am dedicated to helping my clients understand and meet t

As an Edward Jones financial advisor, I am fortunate to get up every morning and head to a job I love. I am able to make a difference in the lives of those I serve, as well as set up success for future generations. It is gratifying to work with clients that I consider friends and family. I want to understand what is most important to you before you invest your money. It's also important to underst

and the level of risk you're comfortable accepting when investing, so we can balance this with helping you achieve your long-term goals. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can partner together to develop specific strategies to help you achieve your goals. If you have questions about your financial goals, please feel free to call my office and schedule a complimentary portfolio review.
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Are you looking for the next step in your career? We are searching for strong candidates to join our branch team in Sout...
12/06/2022

Are you looking for the next step in your career? We are searching for strong candidates to join our branch team in South Hamilton, MA. Learn more by visiting our Careers site, careers.edwardjones.com and using 75751BR to search for the opening.

Put your skills and experience to work helping others while growing your professional development. Explore a career at Edward Jones.

The latest CPI report stresses how high inflation has broadened across the economy, pushing the Fed toward another outsi...
10/17/2022

The latest CPI report stresses how high inflation has broadened across the economy, pushing the Fed toward another outsized interest-rate hike. Take a look at our latest Market Pulse, and let me know if you have any questions.

Federal Reserve will press ahead for now.

With consumer prices spiking for nearly a year now, the Federal Reserve is shifting gears to help curb inflation. This y...
04/08/2022

With consumer prices spiking for nearly a year now, the Federal Reserve is shifting gears to help curb inflation. This year’s expected series of rate hikes, the first since 2015, marks the beginning of Fed policy normalization. So, what does this mean for your portfolio?

Curious about possible Fed rate hikes and what they may mean for you and your portfolio? Here are our thoughts about this year's expected series of rate hikes.

I can be an important guide along the way, ensuring your strategy aligns with these goals – and others that are importan...
06/03/2021

I can be an important guide along the way, ensuring your strategy aligns with these goals – and others that are important to you.

Goals can change over time. But when it comes to a lifelong financial strategy, these three goals should top everyone’s list.

Many people think a budget means limits and constraints. But it actually puts you in control and can help you achieve yo...
05/19/2021

Many people think a budget means limits and constraints. But it actually puts you in control and can help you achieve your goals.

If you’re ready to start budgeting your way to your financial goals, I can help.

The answer to this question really comes down to how much you've saved and how you spend it. [EDJ2020]
05/02/2021

The answer to this question really comes down to how much you've saved and how you spend it. [EDJ2020]

There are no guarantees but understanding these principles can help you be better prepared.

Let's discuss some options.[EDJ2021]
04/28/2021

Let's discuss some options.

[EDJ2021]

Having a plan for retirement helps provide for yourself, your employees and your loved ones.

Don't wait until it's too late and you're already retired to learn these valuable lessons.
04/22/2021

Don't wait until it's too late and you're already retired to learn these valuable lessons.

Investors share the tips they wish someone would have told them.

When should you take Social Security benefits? Learn the four factors that could affect your decision about timing.
04/15/2021

When should you take Social Security benefits? Learn the four factors that could affect your decision about timing.

Know these 4 considerations when deciding if taking Social Security early is the right decision for you.

These 20 personal finance rules cover everything from savings to taxes.[EDJ2021]
03/24/2021

These 20 personal finance rules cover everything from savings to taxes.

[EDJ2021]

Following some simple rules (and avoiding common costly mistakes) can put you miles ahead when it comes to saving for retirement.

Answer these questions to gauge how well you know your current financial situation. [EDJ2021]
01/21/2021

Answer these questions to gauge how well you know your current financial situation. [EDJ2021]

Give me a call, and let's discuss your answers to these questions.

Tips on creating an investment strategy that's just the right fit for you. [EDJ2020]
01/05/2021

Tips on creating an investment strategy that's just the right fit for you. [EDJ2020]

Let's work together - give me a call.

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Hamilton, MA
01982

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