Check out this month's Edward Jones Perspective Brought to You by Libby R Meyer

Inside your November newsletter: Meet the team behind your team, plus much more. See all articles |  view online
 
 
Edward Jones | Perspective
 
 
Brought to you by:
Libby R Meyer
 
 
 
 
 
Investment Policy Committee: Meet the team behind your team
We build our investment guidance around you, the individual investor. Our Investment Policy Committee (IPC) plays a central role.
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Help protect your family's future with an estate plan
Learn how proper estate planning can help protect you and your family now and in the future.
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Holistic view helps long-term care planning
The long-term care experience can be challenging. But by taking a holistic view, you can ease the journey.
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Understanding tax-loss and tax-gains harvesting
Trading opportunistically within your taxable accounts can help lower current and future capital gains taxes.
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Are you on track for your financial goals?
When assessing your portfolio's performance, keep your expectations relevant and realistic – and review your progress regularly.
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Feeling charitable? Explore ways to give back
Charitable gifts help worthy causes – and could bring you tax benefits.
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Join us for our webinar: Charitable Giving: Structuring Your Strategy to Meet Your Goals
Nov. 16 at 3 p.m. CT. How can charitable giving fit into a lifelong strategy, and what are some of the tax implications and trade-offs to consider?
Register Now
 
 
 
 
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See our opinions on 250 stocks we're following
 
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Our team is ready to get started to help you plan your future.

Libby R Meyer, CRPC™
Financial Advisor

479-494-7119

106 N 9th Street
Fort Smith, AR 72901
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Edward Jones | Perspective
 
 
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