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If you’ve been around long-time investors, you’ll probably hear them say, ruefully, “If only I had gotten in on the ground floor of such-and-such computer or social media company, I’d be rich today.” That may be true — but is it really relevant to anyone? Do you have to be an early investor of a spectacular company to achieve investment success?
Senator John McComish (center) met with Chamber Public Policy Co-chairs Alan Southergill and Joseph Ortiz on the Senate floor at the State Capital.
Jameson is a very handsome male Shepherd mix, about a year old. He was found as a stray. Jameson was never claimed so now he’s available for adoption. He is a big boy with lots of energy. He’s still very “puppy-ish” so whomever shares their home with Jameson should know sitting all day watching TV just won’t satisfy him. He is a wonderful guy that loves people, however, he should be an only dog. During the time he’s been at the shelter he’s been “barky” when he sees or meets other dogs, and he does not want to share food or toys with his canine friends. He is living at the Friends for Life adoption center in downtown Gilbert, 143 W. Vaughn Ave. He is current on vaccinations, microchipped, and neutered.
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.
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.
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.
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.
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.
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?
Halloween is upon us. Of course, whether you’re navigating the dark corridors of a “haunted house” or just dealing with the “creepy” characters coming to your door demanding candy, you’re probably not too fearful of the sights of the season. But as you go through life, you’ll want to avoid some things that really are scary — such as these investment moves:
It starts with a name, those Ancestry.com commercials promise. That, and a paid subscription to the site. Not to mention the patience to sit hunched at a screen, following cybertrail after cybertrail ever deeper into a rabbit hole of genealogy information that’s difficult to know for sure is truly your own.
As an investor, how much risk can you tolerate? It’s an important question — because the answer can help you make the right investment choices.
Congress has designated the third week in October as National Save for Retirement Week — which means it’s a good time to think about your own retirement savings strategies.
Financial-services firm Edward Jones has introduced an income management account designed to help investors simplify, track and access income from multiple sources, according to Joseph B. Ortiz, an financial advisor in Ahwatukee.
You probably have thought about what you’d like to do during your retirement years. But all your plans probably depend, to at least some extent, on your financial situation. What happens if you reach the age at which you wish to retire and you just don’t have the money you thought you’d have?
National Grandparents Day is observed on Sept. 8. And although this “day” is not as widely known as Mother’s Day or Father’s Day, it does remind us of the importance of grandparents. If you’re a grandparent yourself, you may be thinking of ways to help your grandchildren on their journey through life. One of the greatest gifts you can give them may be financial support for their college education — and one way you can help provide this support could be found in the distributions you receive from your retirement accounts.
As you’re well aware, we’re living in difficult economic times. Consequently, you may be forced to make some financial moves you wouldn’t normally undertake. One such move you might be considering is taking out a loan from your 401(k) plan — but is this a good idea?
Ahwatukee Foothills Chamber of Commerce President and CEO Anne Gill has announced she will be resigning from her post, effective Sept. 20.