Edward Jones Financial Advisor: Roger Mills

04/25/2020

Whatever your are it’s never too early to start planning for them! Make an appointment with Edward Jones Financial Advisor: Roger Mills to discuss what your best options are!

We’re living and staying active longer. That means some people might want to work longer, just to stay busy.

04/14/2020

It is always difficult to figure out where to start managing your finances to plan for the future, and in these times even more so. Make an appointment with Edward Jones Financial Advisor: Roger Mills to make sure you’re on the right track!

But if you’re fortunate enough to not have your family income reduced during this pandemic, there are some opportunities to protect yourself from a future loss of income and grow your long-term wealth.

04/05/2020

In uncertain times it can be difficult to imagine planning for the future, but it doesn’t have to be. Make an appointment with Edward Jones Financial Advisor: Roger Mills to discuss your best options.

You may think selling all of your stock and bonds (or mutual funds and ETFs) is the safe thing to do. Panicking during the Coronavirus Pandemic may devastate your chances of a secure retirement.

03/31/2020

It’s never a bad time to be prepared, and it’s important to make sure your loved ones will be taken care of.

Call Edward Jones Financial Advisor: Roger Mills to make an appointment to discuss your options to prepare for the unexpected.

You can do three things now that will help your family cope with the terrible impact of losing you.

03/25/2020

Navigating the 'new normal' surrounding the economic repercussions of the COVID-19 virus doesn't have to be difficult. With the help of Edward Jones Financial Advisor: Roger Mills you can get ahead of your finances during the current uncertain times.

Call today to make an appointment!

The truth is: We can’t control the global economy. But we can control ourselves. Here are 5 ways to do that amidst the chaos:

03/21/2020

Due to the circumstances surrounding the COVID-19 virus, we will not be taking any in-office appointments for the foreseeable future.

To make a phone appointment please call (705) 253-0036.

Stay connected during times of uncertainty and market volatility through virtual meetings, online access and secure texting. Our financial advisors are here for you during these uncertain times.

03/09/2020

You have dreams! Planning for them does not have to be stressful, especially with the help of Edward Jones Financial Advisor: Roger Mills!

1) Retirement planning should include determining time horizons, estimating expenses, calculating required after-tax returns, assessing risk tolerance, and doing estate planning.

2) Start planning for retirement as soon as you can to take advantage of the power of compounding.

3) Younger investors can take more risk with their investments, while investors closer to retirement should be more conservative.

4) Retirement plans evolve through the years, which means portfolios should be rebalanced and estate plans updated as needed.

Have questions? Book a time to speak with me this !

03/06/2020

With the change in the market, it may be wise to consider diversifying your portfolio. Edward Jones recommends you consider the following to help navigate the path ahead:

1. Don’t lose sight of why you’re investing. It’s tempting to make changes to your strategy under the weight of market declines. But your goals, rather than the headlines, should be guiding your decisions.

2. Re-assess your comfort with risk. Use the recent volatility to gauge your ability to weather short-term swings in your portfolio. An increased allocation to fixed income can help protect the downside in your portfolio but will also impact long-term growth potential.

3. Be opportunistic. We think an eventual look back on this correction will reveal it was a compelling buying opportunity.

Talk to your advisor about rebalancing strategies and systematic investing that may be appropriate for you to take advantage of volatility in the market.

03/04/2020

Is an engagement or wedding in your future ? Plan ahead and consider the following options to help :

1. Review and establish your financial goals
2. Create a budget that will allow you to save and invest enough to reach your goals - such as the planning of a wedding
3. Consider visiting a financial advisor like Edward Jones Financial Advisor: Roger Mills to help answer any questions you may have about financial wellness