Financial Focus
You’re Not Just Another Account Number.
And We’re Not Just Another Investment Firm.
We’ve always believed our personalized approach made sense for our clients – and they agreed. Edward Jones ranked “Highest in Investor Satisfaction with Full Service Brokerage Firms, Two Years in a Row,” according to the J.D. Power and Associates 2009 and 2010 U.S. Full Service Investor Satisfaction StudiesSM
.
But investing is about more than numbers and rankings – it’s about you.
Edward Jones received the highest numerical score among full service brokerage firms in the proprietary J.D. Power and Associates 2009–2010 Full Service Investor Satisfaction StudiesSM
. 2010 study based on
responses from 4,460 investors measuring 12 investment firms and measures opinions of investors who used full-service investment institutions. Proprietary study results are based on experiences and perceptions of consumers surveyed in May 2010. Your experiences may vary. Visit
jdpower.com.
To learn how we can help make sense of investing for you, contact your local Edward Jones financial advisor today.
Bill Boughton, AAMS® Financial Advisor
.
61 Weaver Boulevard Weaverville, NC 28787 828-645-0341
‘Elect’ investments to help pursue your goals
It’s election time again, so you
take time to learn about the vari- ous candidates and their positions on the issues. But you also need to make informed decisions in other areas of your life — such as when you “elect” the investments to help pursue your goals. Actually, you can find some
similarities in selecting candi- dates and choosing investments. Here are a few “votes” that can apply to either situation: • Vote for vision. When you vote
for political candidates, you ex- pect that they have a solid vision for what they want to accomplish. And when you put together an in- vestment strategy, you also need a vision of the goals you’re hoping to reach — and this overall vision should help guide your moves over the years. • Vote for potential. When you
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vote for candidates, you are show- ing your confidence in their poten- tial to be effective legislators. And when you choose specific invest- ments, you are counting on their potential to help you attain your objectives. For example, when you purchase growth-oriented investments, you are anticipating
that their value will grow so that you can eventually sell them and make a profit. Of course, the price of these investments will fluctu- ate, and if you sell when the price is down, you could lose some or all of your principal. But if you pur- chase quality investment vehicles, and you hold them for the long term, you may be able to “smooth out” some of the market’s volatil- ity and take advantage of your in- vestments’ potential. • Vote for suitability. In choos-
ing a candidate, you’re looking for someone who will represent your views, as well as the best interests of your community or state. And you also want to choose invest- ments that are suitable for your individual preferences and goals. So, if you’re naturally a conser- vative investor, you won’t want a heavy exposure to riskier invest- ments. Or, if you need a specific amount of money in a set number of years, you may want to choose an investment that offers greater protection of principal and possi- bly a fixed rate of return. • Vote for clarity. Before you
vote for a candidate, you’ll want to be sure you really understand
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his or her messages and promises. And you’ll need a similar clarity in choosing investments. Never invest in something unless you understand its risks and potential rewards. • Vote for experience.
In any
election, you want to vote for someone who has the ability to carry out the office that he or she is seeking. And before you choose an investment, you should have the experience necessary to evaluate the pros and cons in- volved. You can gain some of this knowledge by studying up on the investments that you’re consider- ing, but, given the complexities of the financial world, you also may want to work with an investment professional. As a responsible citizen, you
know how important it is to make your voice heard on Election Day. As a diligent investor, you un- derstand how important it is to “elect” the right investments for your portfolio.
This article was written by Ed-
ward Jones for use by Bill Bough- ton, Weaverville’s local Edward Jones financial advisor.
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