logo
Google Play App Store
Log In subscribe and/or renew Eeditions
  • Home
  • E-Edition
    • This Week Newspaper
    • Archives
    • Local Shops
    • This is Westfield
    • Search the Archives
  • News
  • Opinions
  • Sports
  • Community
    • Life Events
    • Community Calendar
  • Arts & Entertainment
  • Obituaries
    • Submit an Obituary
  • Classified
  • Legals
  • Advertise
    • Advertorial
    • Paid Political
    • Sponsored Content
  • subscribe and/or renew
  • Contact
    • Home
    • E-Edition
      • This Week Newspaper
      • Archives
      • Local Shops
      • This is Westfield
      • Search the Archives
    • News
    • Opinions
    • Sports
    • Community
      • Life Events
      • Community Calendar
    • Arts & Entertainment
    • Obituaries
      • Submit an Obituary
    • Classified
    • Legals
    • Advertise
      • Advertorial
      • Paid Political
      • Sponsored Content
    • subscribe and/or renew
    • Contact
  • Home
  • E-Edition
    • This Week Newspaper
    • Archives
    • Local Shops
    • This is Westfield
    • Search the Archives
  • News
  • Opinions
  • Sports
  • Community
    • Life Events
    • Community Calendar
  • Arts & Entertainment
  • Obituaries
    • Submit an Obituary
  • Classified
  • Legals
  • Advertise
    • Advertorial
    • Paid Political
    • Sponsored Content
  • subscribe and/or renew
  • Contact
    • Home
    • E-Edition
      • This Week Newspaper
      • Archives
      • Local Shops
      • This is Westfield
      • Search the Archives
    • News
    • Opinions
    • Sports
    • Community
      • Life Events
      • Community Calendar
    • Arts & Entertainment
    • Obituaries
      • Submit an Obituary
    • Classified
    • Legals
    • Advertise
      • Advertorial
      • Paid Political
      • Sponsored Content
    • subscribe and/or renew
    • Contact
What to Expect From A Financial Advisor
Sponsored Content
JAYSON ASTEL - EDWARD JONES Paid Advertorial, JAYSON ASTEL - EDWARD JONES on
July 6, 2022
What to Expect From A Financial Advisor

If you know how important it is to invest for your future, but you’re unsure of the road to follow, you may want to get some guidance and direction from a financial professional. But if you’ve never worked with one before, what can you expect?

Here are some things to look for:

Assessment – A financial advisor will assess your current financial situation – assets, income, debts and so on – but that’s just the start. These days, advisors recognize the need to view their clients’ lives holistically. Consequently, you will see questions like this: What are your feelings about investing? How would you judge your risk tolerance? What are your individual financial goals? What hopes and dreams do you have for your family?

Recommendations – Only after fully understanding your needs, goals and preferences will a financial advisor recommend any investment moves. There are no “one-size-fits-all” solutions. You may want to steer clear of individuals claiming to be financial advisors who “guarantee” big returns with no risk. In the investment world, there are few guarantees, and every investment carries some type of risk.

Communications – Financial professionals communicate with their clients in different ways, but you should always feel free to reach out to an advisor with any questions or concerns. Most financial advisors will want to meet with clients at least once a year, either in person or through an online platform, to review their investment portfolios. During the review, the financial advisor will help you determine if any changes are needed. But financial advisors won’t wait a full year to contact clients to discuss a particular investment move that might need to be made. Also, depending on the firm you choose, you should be able to go online to review your portfolio at your convenience.

Technology – A financial advisor can employ a variety of software programs to help clients. For example, a financial advisor can determine the rate of return you might need to attain specific goals, helping shape your investment strategy. But there are also a lot of “what ifs” in anyone’s life, so an advisor can use hypothetical illustrations to show you where you might end up if you take different paths, such as retiring earlier (or later) than you had planned or putting in more (or less) money toward a specific goal, such as education for your children. Anyone’s plans can change, so the ability to view different potential scenarios can prove valuable.

Above all, a financial advisor can help you feel more confident as you pursue your goals. Among investors who work with a financial advisor, 84% said that doing so gave them a greater sense of comfort about their finances during the Covid-19 pandemic, according to a survey conducted in 2020 by Age Wave and Edward Jones. And during times of market turbulence, such as we’ve experienced this year, a financial advisor can help you avoid overreacting to downturns. When unexpected events crop up, such as a lapse in employment, a financial advisor can suggest moves that may enable you to avoid major disruptions to your financial strategy. Conversely, when a new opportunity emerges, perhaps from an inheritance or some other windfall, your financial advisor can help you take advantage of it.

Navigating the investment landscape can be challenging – but the journey can be a lot smoother if you’ve got the right guide.

This article was written by Edward Jones for use by your local Edward Jones Financial Advisor.

ePaper
coogle_play
app_store
ePaper
coogle_play
app_store
Most Read
Westfield’s Forgotten History: Remembering Columbus Elementary
News, Opinions
Westfield’s Forgotten History: Remembering Columbus Elementary
By Loganathan Hargreaves WHS Class of ?28 
Thursday, September 4, 2025
I am an upcoming 10th grader at Westfield High School, and I was fortunate to attend the Vanishing Westfield Neighborhoods: The African American Exper...
this is a test
Fanwood Residents Plan Legal Action Against South Ave. Development
Main, News
Fanwood Residents Plan Legal Action Against South Ave. Development
By KATIE MOEN and FRED T.ROSSI 
Thursday, September 4, 2025
FANWOOD — A group of Fanwood residents concerned with overdevelopment are banding together in hopes of securing the necessary legal funds to challenge...
this is a test
Ice Rink Plans Face Environmental Opposition
Main, News
Ice Rink Plans Face Environmental Opposition
By KATIE MOEN 
Thursday, August 28, 2025
COUNTY — Environmentalists from across the area are pushing back against Union County’s plans to remove approximately 60 mature oak trees from Warinan...
this is a test
BOE Completes Training Following HIB Concerns
Main, News
BOE Completes Training Following HIB Concerns
By MADOLYN LAURINE 
Thursday, August 28, 2025
WESTFIELD — The Westfield Board of Education met Tuesday to complete a board training from the New Jersey School Boards Association (NJSBA), and to re...
this is a test
Main, News
Wonder Hearing to Continue Amid Lingering Concerns
By MADOLYN LAURINE 
Thursday, August 28, 2025
CRANFORD — The Cranford planning board met Thursday to continue a public hearing for Wonder Foods, LLC, an upscale, grab-and-go eatery that wants to e...
this is a test
This site complies with ADA requirements

© Copyright The The Westfield Leader

  • Contact
  • Privacy
  • Accessibility Policy
This site complies with ADA requirements

© Copyright The The Westfield Leader