Page 13 - Talk of Tequesta - October '24

The Talk Of Tequesta, Page 13

finanCial foCus ®

Vote For Solid Investment Strategies

By Sally Sima Stahl

With the presidential wedding, a down payment on a house or a long vacation, you may Edward Jones, its employees and financial advisors cannot
election just a few weeks away, want to invest in instruments that provide stability of principal. provide tax advice. You should consult your qualified tax advisor
the public is naturally interested For your long-term goals, most important of which may be a regarding your situation.
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in not just the outcome but comfortable retirement, you’ll need to own a reasonable number Contact us at (561) 748-7600, Sally Sima Stahl, CFP ,
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what the results will mean for of growth-oriented investments. AAMS , 1851 W. Indiantown Road, Ste. 106, Jupiter, FL 33458.
issues of national importance. • Your risk tolerance – When you build and maintain your
As a citizen, you likely share investment portfolio, you’ll need to accommodate your individual
these concerns—but how risk tolerance. All investments carry some type of risk, but TamPa general news from page 12
about as an investor? After the you need to be comfortable with the overall risk level of your
votes are counted—or even investments. enlarged prostates, it can come with severe side effects,
before—should you make • Your time horizon – Where you are in life is an important including erectile dysfunction, retrograde ejaculation and
some moves in anticipation of consideration when investing. When you are young and just painful urination.
possible changes in policy? starting out in your career, you may be able to focus more on Encouraged to research alternative treatments, Grogan
Let’s look at the big picture first, through the lens of history. growth, as you have time to overcome the inevitable short-term discovered aquablation and learned that Dr. Gottenger
The financial markets have performed well—and at times, not so market downturns. But as you near retirement, you may want to is one of the few urologists in South Florida offering the
well—under Democratic and Republican presidents alike. And consolidate any gains you may have achieved, and lower your procedure. Aquablation uses real-time ultrasound imaging,
the same is true about which party controlled Congress. risk level, by moving your portfolio toward a somewhat more a robotic arm for precision and the Aquabeam (water jet) to
While it might be an overstatement to say that decisions made conservative approach. Even in retirement, though, you will need precisely remove prostate tissue. Following meetings and
in Washington have no effect on the markets, it’s not always some growth potential to stay ahead of inflation. consultations with Dr. Gottenger, Grogan decided to move
so easy to draw a direct line between what happens there and • Your needs for liquidity – As you invest, you’ll need to forward with the procedure.
how the markets perform. For one thing, political candidates maintain an adequate amount of cash and cash equivalents in Although minimally invasive, aquablation surgery does
often make promises that are not fulfilled, or, if they are, have your holdings. Without this liquidity, you might be forced to sell require an overnight hospital stay, and patients go home with
different results than intended. Also, other institutions can have long-term investments in case you have unexpected expenses. a catheter to aid urination while their urethra heals.
a significant impact on the markets. For example, the Federal In any case, when it comes to investing, you may want to Grogan is thrilled with the results. “I went to bed at 10:30
Reserve, which controls short-term interest rates, can certainly pay less attention to what names are on the ballot—and instead p.m. and woke up at 6 a.m. It was the first time I slept through
affect many market sectors. And there will always be external “vote” for the longer-term strategies that reflect your needs and the night in 10 years!”
events, such as foreign conflicts and even natural disasters, that goals. TGH Urology Group of Florida recently joined
can make short-term impacts on the investment world. This article was written by Edward Jones for use by your local Tampa General as part of the academic health system’s
So, rather than making changes to your portfolio in anticipation Edward Jones Financial Advisor, Edward Jones, Member SIPC. initiative to serve more patients across the state. Since
of what might happen if certain candidates get elected, or even in Edward Jones is a licensed insurance producer in all states 2020, Tampa General has been creating a framework
response to actual policy changes, look to other factors to drive and Washington, D.C., through Edward D. Jones & Co., L.P., and of state-of-the-art services for patients in Palm Beach
your investment decisions. in California, New Mexico and Massachusetts through Edward and Martin counties.
These factors should include the following: Jones Insurance Agency of California, L.L.C.; Edward Jones For more information about TGH Urology Group of
• Your goals – You probably have short- and long-term Insurance Agency of New Mexico, L.L.C.; and Edward Jones Florida, please call (561) 739-4TGH (4844).
goals you’d like to achieve. For your short-term goals, such as a Insurance Agency of Massachusetts, L.L.C.