Edward Jones - Financial Advisor: Jonathan Basta

Edward Jones - Financial Advisor: Jonathan Basta /*********/
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No better way to ring in the spring than picking up some 🍦 on the way home.Thank you Royersford Dairy Queen!
03/22/2022

No better way to ring in the spring than picking up some 🍦 on the way home.

Thank you Royersford Dairy Queen!

Do you have a major life purchase coming your way in 2022? Here are some best practices to help you prepare.
03/21/2022

Do you have a major life purchase coming your way in 2022? Here are some best practices to help you prepare.

A few tips to follow

We’re so honored to commemorate 100 years of Edward Jones in 2022. Together, we’ll celebrate our Centennial with the bol...
01/26/2022

We’re so honored to commemorate 100 years of Edward Jones in 2022. Together, we’ll celebrate our Centennial with the bold optimism that has gotten us here!

Penny Pennington, our managing partner, talks about the steps we take to help prepare you for retirement.
01/19/2022

Penny Pennington, our managing partner, talks about the steps we take to help prepare you for retirement.

01/10/2022

Interested in learning about the value of investing long-term and how to use market declines to your advantage? Then check out this free report.

Whether it is 10 or 40 years away, retirement is likely one of your long-term financial goals. And your investments will need to provide income when a job no longer gets you a regular paycheck.

I can help you prepare for a bumpier market. Give me a call to discuss.
01/06/2022

I can help you prepare for a bumpier market. Give me a call to discuss.

Here we analyze three factors driving high returns, factors that could derail the bull market, and what we can expect in 2022.

In 2021, we saw the biggest jump in inflation in three decades. If you’ll be retiring in a few years, should you adjust ...
01/03/2022

In 2021, we saw the biggest jump in inflation in three decades. If you’ll be retiring in a few years, should you adjust your investment strategy?

Learn how stocks and bonds respond to inflation and what that can mean as you plan for retirement.

Looking for meaningful gifts for your children this holiday season? Contribute to their college fund, or start building ...
12/15/2021

Looking for meaningful gifts for your children this holiday season? Contribute to their college fund, or start building one.

You’ve heard the investing adage to “buy low and sell high.” But selling stocks, bonds, or fund shares at a profit could...
12/08/2021

You’ve heard the investing adage to “buy low and sell high.” But selling stocks, bonds, or fund shares at a profit could have implications for your wallet beyond simply increasing its contents. Here’s what you need to know about capital gains and your taxes.

Selling stocks, bonds, or fund shares at a profit could have implications for your wallet beyond simply increasing its contents.

Did you know that financial health can affect your mental health? Here are some tips on how to get your financial house ...
11/30/2021

Did you know that financial health can affect your mental health? Here are some tips on how to get your financial house in order to help give you peace of mind.

Finance tips for kids

Social Security check amounts are changing. Take a look at this article, and let's talk about what this means for your f...
11/07/2021

Social Security check amounts are changing. Take a look at this article, and let's talk about what this means for your financial strategy.

WASHINGTON (AP) — Millions of retirees on Social Security will get a 5.9% boost in benefits for 2022 .

As we wrap up October (can you believe it!) and National Disability Awareness Month, check out this interesting article ...
10/28/2021

As we wrap up October (can you believe it!) and National Disability Awareness Month, check out this interesting article regarding widely used technologies that exist because of people with disabilities.

Audiobooks are an example of a technology developed by or for people with disabilities that has helped all of us.

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North Wales, PA
19454

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Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12156993050

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