Edward Jones - Financial Advisor: Matt Barton

12/11/2020

4 broad views for the year ahead

How can you best position yourself to stay on track toward your goals in the coming year and well beyond? Give me a call - let's discuss.

11/30/2020

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

Check out our update.

11/10/2020

Time (how long you save), money (how much you save) and return (how much your investments earn) are the three key variables that influence whether you'll achieve your goals.

Are you actually behind? Let's talk.

10/23/2020

Take a look at our perspective on market and economic topics, then let's talk so we can help you make decisions affecting your long-term financial strategy.

We think the new bull market has legs, but we expect periodic setbacks as well.

09/25/2020

3 steps to take

Questions? Give me a call.

08/20/2020

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

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.

08/11/2020

Ideas to consider during this challenging time.

I'm here for you and happy to discuss.

07/29/2020

Protect Yourself Against Long-term Care Costs

If you’re fortunate, you’ll always be able to live independently. However, if you ever needed some type of long-term care, such as a stay in a nursing home, would you be financially prepared?

All long-term care services, including a nursing home stay, are quite expensive. But you can protect yourself.

For one thing, you could self-insure by designating part of your investment portfolio for long-term care – but it would take a lot of money before you could feel comfortable.

As an alternative, you could purchase long-term care insurance, which would cover many of your costs.

You might also consider a hybrid policy, which combines long-term care benefits with life insurance. If you had this policy and you never needed any long-term care, the policy would pay a death benefit to your beneficiary.

If you do decide to purchase a long-term care or hybrid policy, you’ll need to shop around, as features and costs can vary considerably. There’s no one right choice for everyone – but there’s almost certainly one for you.

07/28/2020

Register for the July 29 webinar, in which Edward Jones professionals will discuss ways to get financially organized for whatever the future holds.

Questions? Give me a call.

07/27/2020

Make a plan to tackle your debt! This short lesson teaches how to reevaluate your budget, learn how much debt is too much debt, how much debt you should pay back each month, and what strategies you can use to pay off debt.

These informational financial resources, brought by Edward Jones and powered by EVERFi (experts in online education), will help clients and investors alike build an understanding of financial knowledge.