Edward Jones - Financial Advisor: Chuck Smallwood

02/24/2023

Face tax season head-on with the tools you need. Online Access makes it easy to view, download and print tax forms for your records. You can also import information from Edward Jones tax forms into tax preparation software.

Sign up for Online Access and download our app to view and share your tax forms.

02/23/2023

90% of those 65 and older receive Social Security benefits today. However, the gap between what we receive and the income many of us will need may be wide. Here’s an old rule of thumb that can help determine what amount you need to retire comfortably.

For the answer, you might need to ask a different question

02/22/2023

These 3 strategies can provide you with extra flexibility (and potentially higher after-tax income) in retirement:

3 things you can do now to help reduce your future tax bill

02/21/2023

Check out our senior investment strategist Mona Mahajan on CNBC discussing the latest inflation report. While a bit better than feared, inflation remains elevated and moving lower at a slower than expected pace.

Mona Mahajan of Edward Jones joins Bleakley Advisory Group's Peter Boockvar and the 'CNBC Special: Taking Stock' to discuss investors' post-CPI playbook.

02/20/2023

Last week's jump in U.S. retail sales together with January's blowout jobs report paint the picture of an exceptionally strong economy. This backdrop is hardly what one would expect from an economy that is still navigating inflationary pressures and the most aggressive central bank tightening cycle in four decades. Which begs the question, does the Fed need to do more? The bond market appears to think so, but equities remain unfazed.

Given what we learned last week, we share our thoughts on how the market narrative might evolve and how some of the existing market tensions might be resolved.

02/17/2023

The passage of SECURE 2.0 has several important changes that could benefit your financial strategies, including changes to 529 assets. Take a look, and let me know if you have any questions!

02/16/2023

With tax season upon us, now is a good time to evaluate how your social security benefits contribute to your overall tax liability:

How your Social Security benefits are taxed and what you can do to reduce your tax burden

02/16/2023

With the passage of SECURE 2.0, there are additional opportunities for qualified charitable donations. Let's talk about what this means for your financial strategy.

02/14/2023

Take a look at the latest rates, and let me know if you have any questions!

Our latest rates for certificates of deposit (CDs), bonds and other investments and loans.

02/13/2023

• The market rally this year has been impressive. Most asset classes have participated, and the laggards of last year have particularly outperformed. These outperformers include technology, small-cap stocks, international equities, and even more speculative parts of the market.
• However, last week some uncertainty and volatility returned to markets. The S&P 500 was down over 1.0% on the week, its worst week of the year thus far. Treasury bond yields also moved higher, while oil prices climbed as well. Markets may be now approaching more of a fork in the road – does the rally continue or does it fade from here?

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

02/09/2023

Do you know what your credit score is and how it’s calculated? We can walk you through it

Why establishing and maintaining strong credit matters so much for your financial health. From Edward Jones and EVERFI

02/07/2023

We've seen many changes at tax time these past two years, and the 2022 tax year is no exception. Here's what you need to know about this year's tax season:

From inflation adjustments to the expiration of pandemic-related tax breaks to newly effective laws, here are some changes that could impact your 2022 taxes.