Edward Jones-Financial Advisor: Zac Smith

Edward Jones-Financial Advisor: Zac Smith I'm Wyoming born and raised and I like to think of myself as a a good natured and level headed guy.

I enjoy helping people, families, and business owners with investment strategies, wealth strategies, and other financial goals. While I take my clients' needs seriously, I take other aspects of life in stride. Prior to Edward Jones, I advised construction executives as in-house counsel for a prominent national construction firm. During that time, I made enduring friendships and learned a lot about

people, business, and life. Like with the law, trust is at the foundation of my business at Edward Jones. I believe that trust can only be earned through the demonstration of competence and loyalty and through sharing experiences and overcoming challenges together. At our branch, my Branch Office Administrator, Shanda Wright, and I like to forge lasting and trusted relationships with our clients. We work with CPAs, attorneys, and other trusted advisors to meet our clients' needs. Whether you are an old acquaintance or learning about us for the first time, I hope you will give us a chance to earn your trust and your business. Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.
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Last week closed the books on the first half of 2023. Markets logged a strong performance year-to-date, though gains so ...
07/03/2023

Last week closed the books on the first half of 2023. Markets logged a strong performance year-to-date, though gains so far may have flown somewhat under the radar for some investors given the lingering scars of 2022. In our latest Weekly Market Wrap, we share perspectives on first half moves and what they signal for what may lay ahead in the second half.

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

As we approach the mid-year point for 2023, there are a few notable trends to highlight. The markets overall continue to...
06/26/2023

As we approach the mid-year point for 2023, there are a few notable trends to highlight. The markets overall continue to remain remarkably resilient, the Federal Reserve (and central banks globally) do not seem done yet with their rate-hiking cycles and the U.S. economy continues to defy calls for recession.

So, how may the economy, Fed and markets fare as we head to the back half of 2023? We highlight three key trends in our latest Weekly Market Wrap.

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

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Preparing for summer vacation? That doesn't mean losing track of your accounts or goals. Online Access and our app make staying connected with both a breeze, whether relaxing at home or enjoying the sun and surf.

Connect and view accounts you have elsewhere in Online Access.

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Sometimes doing nothing is actually quite something. Last week, the Fed did nothing with interest rates for the first time in more than a year, holding its policy rate steady after 10 straight hikes that totaled 5%. The question now becomes: is nothing from the Fed something for the market? In our latest Weekly Market Wrap, we cover what you need to know about the Fed's pause and how we think it may play out for the economy and markets.

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

At the brink of a bull market? This year's rally has been powered by AI enthusiasm and a resilient economy that has defi...
06/12/2023

At the brink of a bull market? This year's rally has been powered by AI enthusiasm and a resilient economy that has defied expectations for a slowdown in the face of higher interest rates. But central banks are taking notice. We offer our perspective on what makes this cycle unique and how it may play out in the second half of the year in our latest Weekly Market Wrap.

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Last week closed the market's books on May and opened the curtain on the latest reading on the jobs market. The former w...
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Last week closed the market's books on May and opened the curtain on the latest reading on the jobs market. The former was rather benign, with the S&P 500 logging a slight gain on the month. The latter, however, revealed more movement, with signs that employment conditions – while still quite healthy – are showing small signs of softening. In our latest Weekly Market Wrap, we offer three key takeaways from the latest jobs report and what they tell us about the potential path ahead for the economy and financial markets.

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

While stock markets were broadly lower this past week, one sector stood out in that it was up over 2.0% for the week: in...
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While stock markets were broadly lower this past week, one sector stood out in that it was up over 2.0% for the week: information technology. In fact, the technology sector is one of just three sectors in the S&P 500 index that is positive year-to-date, along with consumer discretionary and communication services. We offer thoughts on the future outlook and considerations for long-term investors in our latest Weekly Market Wrap.

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

Today we honor those who have sacrificed their lives for our country.
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Today we honor those who have sacrificed their lives for our country.

After decades of saving and investing to achieve your retirement goals, you want to finally enjoy the fruits of your lab...
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After decades of saving and investing to achieve your retirement goals, you want to finally enjoy the fruits of your labor. However, overspending in retirement could put your nest egg in danger of running out prematurely. Here are three tips to help you determine your ideal withdrawal rate.

Define your financial strategy

Time is valuable, and Online Access helps you save more of it. Our Snapshot welcome screen gives you a quick overview of...
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Time is valuable, and Online Access helps you save more of it. Our Snapshot welcome screen gives you a quick overview of where you are today and how you're progressing toward your goals — all in one convenient location.

Learn all about the features and functions of Edward Jones Online Access and our mobile app. Sign up today!www.edwardjones.com/us-en

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Being an estate executor is a big responsibility and time commitment, but it can be rewarding. You become the person, or part of a team of co-executors, who ensures the intentions of someone you care about are carried out. Learn more here.

Here are considerations if you’ve been asked to be an executor, or if you’re considering who would be the best executor for your estate.

Are you tempted to hang on to cash during volatile markets? Let your “why” be your guide.
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Are you tempted to hang on to cash during volatile markets? Let your “why” be your guide.

Are you tempted to hang on to cash during volatile markets? Your goals — and your strategy for reaching them — should drive your cash decisions instead.

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