Edward Jones Investments - Financial Advisor: Thomas Simpson

01/05/2026

After an eventful 2025, we’re looking ahead at a new year of potential positive returns and risks.

Senior Global Investment Strategist Angelo Kourkafas discusses our four key views for 2026 and actions investors can so they’re ready if the market’s resilience is tested.

Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...

04/14/2025

The types of retirement accounts can seem dizzying – 401(k)s, Roth IRAs, traditional IRAs, 403(b)s, and 457s, oh my! The good news is that I can help you understand the differences so you can select which one (or more) suits your needs the best. Let's set up time to chat.

Choose from a variety of plans

04/11/2025

After a strong start to the year, market volatility seems to have returned. While we would expect market volatility to continue near-term, we are also watching for key inflection points that may indicate the early innings of a more sustainable rally ahead. We highlight three potential conditions that we believe would support better market returns longer term: 1) inflation moving lower, 2) the Federal Reserve pausing its rate-hiking cycle, and 3) earnings revisions bottoming.

A summary of last week's market highlights and economic news.

01/29/2025

‼️ Stop by and see us 10am - 1pm on Saturday, February 8th for some chocolate goodies‼️
The Benton Partnership

01/29/2025

Whether retiring or changing jobs, if you have a 401(k) retirement savings plan, you’ll want to know your account options so you can decide what's best for you.

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

10/07/2024

What does the Federal Reserve's recent rate-cutting cycle mean for markets and the economy? We discuss the implications on the broader economy, stock markets and bond markets.

Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...

05/13/2024

May 29 is National 529 Day – a great chance for families to learn more about their options to save for a child's (or an adult's!) future education. Feeling overwhelmed trying to learn the ins and outs on your own? Don't stress. I can help tailor a strategy to work toward your education goals.

Saving money for college

03/21/2024

Tax season can be a stressful time, even without the worry of unintentionally making a filing mistake. To help you out, we outlined 5 tax-filing mistakes you should be on the lookout for this tax season.

Before you file your taxes this year, be sure to avoid these five common tax-filing mistakes.

01/18/2024

Every dollar saved in taxes is one more you can spend, save, give or leave as a legacy. Here are three tax-smart strategies you should consider to potentially reduce taxes now or in the future.

Every dollar you save in taxes is one more you can spend, save, give or leave. Here are three ways to potentially reduce your taxes now or in the future.

11/27/2023

As the year winds down, how do you feel about your financial strategy? If you decide to make some moves, here are some strategies to consider before the new year arrives.

As 2023 winds down, how do you feel about your financial situation? Check out these year-end moves to help keep your strategy on track.

09/18/2023

As a business owner, you wear many hats and bear many responsibilities. We have options to help solve some pain points such as cash management, key person insurance and retirement plans.

What to keep in mind.

07/20/2023

If you overfund your child’s 529 plan, is it left “stranded”? Fortunately, there are a variety of ways to take advantage of a 529 plan even if your child doesn’t need it for college.

Learn what to do with a 529 plan when your child doesn’t need it for college.