PDF Foundations of Investing - Edward Jones

Foundations of Investing

Participant Workbook

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MKD-4521F-A-PW EXP 31 OCT 2021 ? 2019 EDWARD D. JONES & CO., L.P. ALL RIGHTS RESERVED.



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Welcome: Foundations of Investing

PROGRAM SYNOPSIS Foundations of Investing is a 30-minute educational program for people who want an overview of investing, including key terms and types of investments. Foundations of Investing covers the basic features of bonds, stocks and packaged investment products, and the importance of proper asset allocation. Please feel free to write down in this workbook any questions or thoughts you may have. It is yours to keep. Use it as your own personal reference, or as a starting point with your Edward Jones financial advisor.

SEMINAR CONTENTS Key Steps to Financial Success . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 The Guiding "Why" . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Rule 1: Develop a Strategy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Rule 2: Stick with Quality . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Rule 3: Diversify . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Bonds, Stocks and Packaged Investment Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Rule 4: Invest for the Long Term . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Rule 5: Focus On What You Can Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Q & A/Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

MKD-4521F-A-PW EXP 31 OCT 2021 ? 2019 EDWARD D. JONES & CO., L.P. ALL RIGHTS RESERVED.

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Key Steps to Financial Success

SEMINAR OVERVIEW Each of our seminars is designed specifically to help you become a more educated investor and to assist you in your path toward reaching your individual financial goals.

As unique as these goals may be, we believe the five Key Steps to Financial Success provide a clear and balanced path to reaching them.

5

HOW CAN I STAY ON

TRACK?

1

WHERE AM I

TODAY?

MY

FINANCIAL

4

HOW DO I GET

THERE?

NEEDS

3

CAN I GET THERE?

?

2

WHERE WOULD I LIKE TO BE?

The answers to these five questions will help provide you with a clearer outlook for your future.

The Guiding "Why"

Your answer to that one question ? "Why?" ? is the foundation for the investment strategy that is uniquely yours. Use these five rules to help you form a strong foundation for investing. They are: 1. Develop a Strategy 2. Stick with Quality 3. Diversify 4. Invest for the Long Term 5. Focus on What You Can Control

MKD-4521F-A-PW EXP 31 OCT 2021 ? 2019 EDWARD D. JONES & CO., L.P. ALL RIGHTS RESERVED.

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Rule 1: Develop a Strategy

RULE Your strategy should be determined by your long-term goals, investing

1 time frame and risk tolerance.

Take a minute to think about the long-term goals you want to set for your life. Write them down here for discussion with your Edward Jones financial advisor.

1. _____________________________________________________________________ 2._____________________________________________________________________ 3._____________________________________________________________________ 4._____________________________________________________________________ 5._____________________________________________________________________

MKD-4521F-A-PW EXP 31 OCT 2021 ? 2019 EDWARD D. JONES & CO., L.P. ALL RIGHTS RESERVED.

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Rule 2: Stick with Quality

RULE In our experience, investment success depends on buying and holding

2 quality investments in a well-diversified portfolio and maintaining a

long-term perspective. Extend your focus on quality across all of your investments. Your financial advisor can be helpful as you weigh your options.

Use this section to jot down any questions about the quality of your investments.

1. _____________________________________________________________________ 2._____________________________________________________________________ 3._____________________________________________________________________ 4._____________________________________________________________________ 5._____________________________________________________________________

MKD-4521F-A-PW EXP 31 OCT 2021 ? 2019 EDWARD D. JONES & CO., L.P. ALL RIGHTS RESERVED.

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Rule 3: Diversify

RULE Having several types of investments (asset allocation) as part of your

3 portfolio can help you weather an uncertain economy.

Allocating your investments effectively is the single best step you can take to improve your investment return potential. Write your questions about asset allocation here.

1. _____________________________________________________________________ 2._____________________________________________________________________ 3._____________________________________________________________________ 4._____________________________________________________________________ 5._____________________________________________________________________

MKD-4521F-A-PW EXP 31 OCT 2021 ? 2019 EDWARD D. JONES & CO., L.P. ALL RIGHTS RESERVED.

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