SOMA Living February 2024

FINANCIAL FOCUS Investing for your future is crucial, but navigating financial markets can be complex. A financial advisor can assist in various key areas: •Developing a personal financial strategy: A financial advisor will help you create tailored financial and investment strategies by understanding your risk tolerance, retirement timeline, envisioned lifestyle, and other goals. •Avoiding mistakes: Financial advisors can help steer you away from costly investment errors, such as attempting to time the market, which can be challenging and often leads to missed opportunities. •Checking progress toward your goals: Without guidance, assessing portfolio performance against a market index may not provide meaningful insights. A financial advisor can help you establish more relevant benchmarks and regularly review your portfolio and investment strategy to ensure alignment with your financial goals. Having a financial advisor by your side can provide confidence and support as you make decisions about your financial future. Working with a professional can help you navigate the complexities of financial markets and make informed decisions that align with your long-term objectives. By utilizing their expertise, you can gain a clearer understanding of your financial situation and take strategic steps to secure your financial future.

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Gary T. Jones 973.821.4900 • g.jones@EdwardJones.com

With over 25 years of experience, I work with individuals and businesses to help you achieve your financial goals. As a longtime resident of SOMA, I am proud to serve the local community. To learn more about the content of this article or schedule an appointment to talk about your goals, please contact me in my Maplewood office.

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