Rules of the Road: 10 Principles for Sound Investing
The world feels uncertain in so many ways right now and financial markets have seen heightened volatility in the last 90 days. It is especially difficult to navigate long-term financial decisions when the news cycle gives us reason to panic (almost daily). Jonathan Bryan (financial advisor and First UU member) has offered to host a presentation on Tuesday, April 8th at 7 p.m. in room 13 with Q&A afterwards to provide timely perspective on Social Security, investment principles, and not letting our emotions hijack our critical thinking.
A bit about Jonathan, from Jonathan:
“First UU family, my wife Sharon and I first came into your building during a Black Lives Matter event 5 years ago, and like most UUs, didn’t become members until several years later. Over the last 11 years I have provided financial advice and guidance to hundreds of families from every walk of life. My parents filed bankruptcy when I was 5 years old. That life experience led me to a career where I can help other families avoid the same fate. I am truly passionate about helping people make good decisions and achieve a life that is financially stable and personally rewarding. My goal for our discussion is educate you on important financial principles, discuss emergency fund/prep basics, and empower you to acknowledge your emotions instead of allowing them to take control of your financial future.” – Jonathan Bryan
Website: www.EdwardJones.com
LinkedIn: Jonathan Bryan, CEPA® | LinkedIn
