Rotary Club of East Montgomery County (RCEMC) members got some valuable financial planning information from fellow Rotarian Felicia Cumby at their April 6 meeting. Felicia is an Edwards Jones Financial Advisor and gave some smart advice to fellow members.
Rotary Club of East Montgomery County (RCEMC) members got some valuable financial planning information from fellow Rotarian Felicia Cumby at their April 6 meeting. Felicia is an Edwards Jones Financial Advisor and gave some smart advice to fellow members.
The Edward Jones’ advisor stressed the importance of three things in financial planning: 1) time in market; 2) diversification; and 3) a solid plan. Ms. Cumby also spoke about rebalancing, small and mid-cap markets, and the President Biden’s American Jobs Plan. Discussion was also held about capital appreciation and cryptocurrency.
RCEMC showed their appreciation for Ms. Cumby speaking by donating a children’s book to a Splendora ISD elementary school.
