Events & Resources
Coffee Meetings
These gatherings are informational and offer opportunities to discuss current events, the economy, and investing. Invite a friend — meetings as this time are being held as ZOOM conference calls.
Time: 9:00am – 10:00am on the fourth Tuesday of the month.
Location: Video Conference Meeting*
*Additional details will be sent out once RSVP is received. Please contact our office with any questions
Upcoming:
*Tuesday, October 25, 2022 - Market Update Q&A with William Rothschild, Fidelity Investments Regional Director
William Rothschild and Fidelity Investments are not affiliated with or endorsed by LPL Financial and Jones
Financial Group.
Financial Focus Meetings
These gatherings typically feature a specific topic or stage of life, such as Women in Transition, Living in Retirement, Global Market Insights. Guest speakers share and open up the meetings up for Q&A.
Upcoming Meetings: Women & Investing
Women tend to think about money differently then men do. We save and spend differently, and we may invest differently. These financial focus meetings are intended to empower women to apply leverage and be bod in their investing strategies! We are currently hosting small groups of 5 to 7 guests.
Newsletters
Our newsletters give you access to timely, insightful investment information prepared by LPL Financial. To ensure you have the most up-to-date analysis, newsletters are released weekly.
Volunteer Opportunities
Upcoming Dates: Stay Tuned ...
Events
Upcoming Dates: Shred Events
Spring Client Shred (date tbd) Fall Community Shred (date tbd)
Time: 11:00AM - 1:00PM
Location: Offices of Jones Financial Group
4 Ways to Save More Money for Retirement This Year
share.gainfully.com
New year, new strategies to save for your retirement. Looking for suggestions? Give me a call and we’ll discuss how you can plan for your future.
Does Seasonality Still Support a December Rally?
share.gainfully.com
Wednesday, November 30, 2022 As November draws to a close, many investors are looking forward to stocks delivering some holiday cheer and a potential December stock market rally. Today we take a look ...
More Fed-speak and China Covid Policy Uncertainty | LPL Market Signals
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LPL Research discusses the payroll report, the Personal Consumption Expenditures Index (PCE) and the Federal Reserve’s preferred measure of inflation. Chapte...