Foundations of Investing

Building you investor IQ starts with understanding the basics. Whether you are new to investing or want a refresher, our "Foundation of Investing" presentation will help you learn about:

-The importance of developing a workable strategy

-The impact of asset allocation

-Ideas for focusing on what you can control with your finances to achieve financial goals.

Bio: Joseph Purter is a financial professional dedicated to helping individuals, families, and organizations build and preserve wealth through personalized, goal-based strategies. With experience at Edward Jones and holding Series 7 and Series 66 licenses along with a life insurance certification, he provides comprehensive guidance across retirement planning, investment management, and risk protection. Joseph is passionate about simplifying complex financial concepts so clients can make confident, informed decisions, and he is committed to building long-term relationships rooted in trust, transparency, and a deep understanding of each client’s unique goals. In addition to his professional work, he actively supports his community by mentoring others and promoting financial literacy, empowering people to achieve long-term success.

Know what’s Happening Next — before everyone else does.

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