Investment calculator

Saving and investing can be a powerful combination as you prepare for your future, but they're not one in the same. Saving helps you put money aside for important needs, whereas an investment strategy is designed to help you grow your savings and create income sources to fund your retirement and other financial goals.

To see the power of long-term saving and investing, check out Edward Jones' investment calculator; just enter the initial investment amount, an estimated rate of return and how long you plan to invest.

Talk to an Edward Jones financial advisor to help you get started on the road to financial stability by saving and investing.

Importance of diversification

Diversifying your investment portfolio is important for several reasons.

  • It helps you limit your portfolio volatility. By not owning too much of one type of investment, your eggs are in different baskets; in this case, they're in different asset classes, meaning they have varying levels of risk. Your Edward Jones financial advisor can help you align the right mix of assets to balance with your risk tolerance.
  • Using a variety of investments, you and your Edward Jones financial advisor can develop an investment strategy to help meet your financial goals throughout your journey. Edward Jones has many options designed to help you get to where you want to go.

Whether it's during retirement or in your peak earning years, you can create a tax strategy using a mix of investments to help ensure your portfolio is tax efficient.  Diversification does not ensure a profit or protect against loss in a declining market.

Risks of not investing

Although saving for your future is critical, so is investing in your future. Choosing not to invest could mean failing to financially live the life you want or even retire on your terms. Investing helps you create a strategy designed to help grow your money. By working with an Edward Jones financial advisor, you'll have an experienced professional who can help you understand the options, develop a strategy and review and adjust your investments as needed to help keep you on track toward meeting your goals.

How can Edward Jones help

Find an Edward Jones financial advisor today to help you start working toward your goals. Remember, the sooner you start investing, the longer your money will have the opportunity to grow.

Important Information:

This calculator is for illustrative purposes only and does not reflect the performance of any specific investment. It does not take into account the deduction of any fees or taxes. There is no guarantee that the rate of return can actually be achieved. Investments offering the potential for higher rates or return also involve a higher degree of risk.

Diversification does not guarantee a profit or protect against loss in declining markets.