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Every day of our lives, we make assumptions. We assume that the people we encounter regularly will behave in the manner to which we are accustomed. We assume that if we take care of our cars, they will get us to where we want to go. In fact, we need to make assumptions to bring order to our world. But in some parts of our life — such as investing — assumptions can prove dangerous.
As an investor, you’ll eventually need to make all sorts of decisions — and some will be difficult. But there’s one choice you can make that can be relatively easy: reinvesting stock dividends.
Unwilling to wait for congressional action, a first-term state legislator is attempting to clip the wings of the National Security Agency, at least in Arizona.
Joseph B. Ortiz, of the financial services firm Edward Jones, wants to help local Certified Public Accountants (CPAs) meet their professional education requirements. To do that, he is hosting a continuing education seminar for these professionals on Tax Update for Small and Medium-sized Businesses and Their Owners (BTAX) on Wednesday, Dec. 11 from noon to 3 p.m. at 4902 E. Warner Road, Suite 1, in Ahwatukee.
Now that another year is ending, it’s a good time to take stock of where you are on your journey toward financial security. Of course, you could find many different “measuring sticks” to assess your progress, but you can certainly gain considerable information just by asking yourself some basic questions.
The holidays are here. If you have the financial resources to provide a comfortable life for your family, you have reason to be thankful. And if you can afford to share some of your “bounty” with charitable organizations, you may want to be as generous as possible — because your gifts may allow you to both give and receive.
Are you a member of the “Sandwich Generation?” This designation — which applies to people caring for their aging parents while supporting their own children — may be applicable to you if you’re either a younger baby boomer, born in the late 1950s or early 1960s, or an older member of “Generation X,” born in the mid-1960s. But any way you slice it, being in the “Sandwich” group is probably going to present you with some challenges, particularly of the financial kind — so you’ll need to make the right moves.
The postseason honors are starting to roll in for Mountain Pointe as the Pride swept all four honors in the Division I, Section IV squad selected by the coaches.
According to a recent survey by financial services firm Edward Jones, some Americans are planning to hold on to their wallets this holiday season.
Edward Jones branch office administrator Gayle Bollinger and branch office administrator Ann O’Rilley have been honored for their client service excellence. Gayle Bollinger and Ann O’Rilley are at the branch office of Rich Davenport and David Carruth in Ahwatukee.
According to a recent survey by financial services firm Edward Jones, some Americans are planning to hold on to their wallets this holiday season. In fact, 37 percent say they plan to spend less on holiday shopping in 2013 than they spent in 2012, contrary to what Edward Jones’ retail analyst is anticipating: holiday sales to increase by about 2.8 percent.
Thanksgiving is almost here. If you have the financial resources to provide a comfortable life for your family, you have reason to be thankful. And if you can afford to share some of your “bounty” with charitable organizations, you may want to be as generous as possible — because your gifts may allow you to both give and receive.
New Chamber Members
As you probably know, a mutual fund may contain many different types of investments, such as stocks, bonds and government securities. But as an investor, you need to pay attention not only to what goes into your mutual fund, but also what comes out of it — namely, the three ways in which a fund can compensate you.
HERE: Coffee Club with Joseph B. Ortiz Nov. 15
Throughout your career, you have been working hard to save in one or more retirement accounts. Then, once you retire, you’ll have some new decisions to make. But one choice has already been made for you: the age at which you must start taking withdrawals, or “distributions.” It’s a good idea to familiarize yourself with these distribution rules because they can have a big impact on your retirement income. And you may even want to take action before the end of the year.
4025 E. Chandler Blvd., Suite 32
Bobbi Musel, branch office administrator at the Ahwatukee Edward Jones at 4902 E. Warner Road, Suite 1, has won the Ted Jones Entrepreneurial Award for exceptional achievement in building client relationships. Musel works with Edward Jones financial advisor Joseph B. Ortiz.
November is Long-term Care Awareness Month. And when it comes to long-term care — such as a stay in a nursing home or the services provided by a home health aide — you’ll want to plan for the potential costs involved.
Desert Vista showed on its first drive of the game it was ready to do things a little differently.
After plenty of haggling, and a fair amount of political theater, Congress reached a last-minute agreement to raise the debt ceiling and end the partial government shutdown. Most people would agree that a fully functioning government that can pay its bills on time is a positive thing — and it’s certainly good news for investors, because a default on the part of the U.S. government could have had serious repercussions in the financial markets. But what’s next?
This is in response to Martha Mriss’ letter on Oct. 20 (“Obama comments make Crook look foolish”).
At many places of work, it’s “open enrollment” season — the time where you get to make changes to the various benefits you receive from your employer. As you review your overall benefits package, what areas should you focus on?