Edward Jones Financial Advisor: Cody Trim

07/08/2020

We strive to build deep personal relationships with every one of our clients. It begins with understanding what is most important to our clients, then how, when and where they want to be served.

This is the fifth consecutive year the firm has received the highest spot on the CX Index among investment firms from Forrester Research.

07/04/2020

Happy 4th of July!

07/02/2020

For those of you who don’t know, in December of 2019 I became a reserve police officer for the city I live in. My life’s mission has been to serve others, whether that’s in a financial advisor role at Edward Jones or as a reserve officer for the City of Princeton. I’m so thankful to both Edward Jones and Princeton for allowing me the opportunity to serve people

07/01/2020

Wanting to have a conversation with me, but not sure how to get started? This quiz helps you figure out where to begin and delivers personal considerations to prepare you for a successful meeting.

Have more questions? Give me a call.

06/21/2020

Today we celebrate a father's love.

We honor and remember these special men.

06/19/2020

If you aren't at your last job, then why is your 401(k)?

Understand your retirement plan options when you change employers.

06/16/2020

Equity markets dropped June 11 amid COVID-19 fears and doubts about a speedy economic recovery.

These are sizable market moves, but we're looking at the bigger economic picture.

04/28/2020

Check out our weekly market update for news on last week's market and guidance for the week ahead.

Take a look at our update.

04/24/2020

Do computers and algorithms make volatility worse? Let's discuss.

As unsettling as daily market swings can be, volatility is part of investing.

04/23/2020

The “shock and awe” of negative oil prices will add to a list of unprecedented economic readings reflecting the dramatic economic shutdown. We think the economy will start to exhibit progress as we advance, but not without setbacks along the way.

Read our latest guidance on oil prices and market volatility.

04/22/2020

We think the nature of the downturn and the rapid policy responses offer the potential for a faster rebound than normal.

Give me a call and let's discuss how the outlook might impact your financial strategy.

04/17/2020

We take a look back at the first quarter, as well as look ahead to the economic outlook and fixed-income outlook, among others.

Questions? Please give me a call!