Edward Jones- Financial Advisor: Brandon D. Smith

Edward Jones- Financial Advisor: Brandon D. Smith /*********/
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When a major life event occurs, like becoming a parent, you might want to evaluate who can make decisions on your behalf...
06/29/2025

When a major life event occurs, like becoming a parent, you might want to evaluate who can make decisions on your behalf and update other pieces of your estate plan.

Because estate planning isn’t just about transferring assets, your strategy should be flexible should a life event occur.

Risks are unavoidable, but you can plan for them. Your retirement strategy should incorporate expectations for risk, and...
06/27/2025

Risks are unavoidable, but you can plan for them. Your retirement strategy should incorporate expectations for risk, and in some cases, it may make sense to insure against them.

Retirement risks

Planning to buy a home or do some home renovations? It's important to be intentional about how you fund it. We can creat...
06/25/2025

Planning to buy a home or do some home renovations? It's important to be intentional about how you fund it. We can create a financial strategy designed to help you achieve your goals.

Edward Jones clients have the option to borrow funds by using securities and assets within eligible accounts. Learn more.www.edwardjones.com/us-en

Investing involves risk – and so does not investing. If you don’t invest, your money may not grow enough to allow you to...
06/23/2025

Investing involves risk – and so does not investing. If you don’t invest, your money may not grow enough to allow you to reach your important long-term goals, such as a comfortable retirement.

See Edward Jones' tips when buying CDs.

Maxing out your retirement accounts seems like a no-brainer. The more you save, the more you’ll have in retirement. But ...
06/22/2025

Maxing out your retirement accounts seems like a no-brainer. The more you save, the more you’ll have in retirement. But before you do, consider whether it aligns with your other priorities.

Maxing out your retirement accounts seems like a no-brainer. The more you save, the more you'll have in retirement. But before you do, consider whether it aligns with your other priorities.www.edwardjones.com/us-en

You’ve worked hard to build your portfolio and assets — but are they safe from falling into the wrong hands after your p...
06/21/2025

You’ve worked hard to build your portfolio and assets — but are they safe from falling into the wrong hands after your passing? Here are some steps you should consider taking to help ensure your wishes are accurately carried out.

Here are some steps you should consider to help ensure your wishes are accurately carried out.www.edwardjones.com/us-en

Whether about tariffs, layoffs or the future of AI, current headlines can lead to a sense of uncertainty for many. These...
06/19/2025

Whether about tariffs, layoffs or the future of AI, current headlines can lead to a sense of uncertainty for many. These strategies are useful for those trying to stay on track financially.

While causes of market uncertainty can change, certain investment strategies remain useful for those trying to navigate through it while staying on track financially.www.edwardjones.com/us-en

Ted and Pat Jones — the second managing partner of Edward Jones, and his wife — didn’t just leave behind a legacy of lea...
06/17/2025

Ted and Pat Jones — the second managing partner of Edward Jones, and his wife — didn’t just leave behind a legacy of leadership and love: They reshaped Missouri's landscape. The couple led the charge to convert the abandoned MKT rail line into the Katy Trail, now the nation’s longest recreational rail-trail at 240 miles. Their story lives on through the Katy Trail and conservation landmarks that welcome millions.

On April 26, Edward Jones colleagues, retirees and community members gathered across four Katy Trail trailheads to celebrate the 35th anniversary of the trail’s founding. At the Treloar Trailhead, a ribbon-cutting ceremony was held to commemorate the new Ted and Pat Jones Welcome Center. We couldn't be prouder that Ted and Pat's legacy of conservation lives on still today.

The Katy Trail activities were brought to life through collaborations with Missouri State Parks and retired Edward Jones General Partners Dan and Connie Burkhardt. The Burkhardts are founders of Magnificent Missouri, a not-for-profit that advocates for the Katy Trail, and Dan Burkhardt is also a trustee of Ted and Pat Jones' estates. The Treloar Mercantile was donated by the Burkhardts to Missouri State Parks in 2024 for use as the first State Parks welcome center on the Katy Trail and is supported by a $250,000 gift from Edward Jones.

Join us in celebrating several events across Missouri and along the Katy Trail in honor of Ted and Pat Jones.

Alzheimer’s & Brain Awareness Month in June is the perfect time to take charge of your brain health if you haven't alrea...
06/15/2025

Alzheimer’s & Brain Awareness Month in June is the perfect time to take charge of your brain health if you haven't already! Learn these "10 Healthy Habits for Your Brain" from the Alzheimer’s Association that anyone can adopt at any time: alz.org/healthyhabits.

Learn about positive, everyday actions for a healthy brain and body that can potentially reduce the risk of cognitive decline or Alzheimer’s and dementia.

June is Alzheimer’s & Brain Awareness Month. If you’ve noticed changes in your loved one, don’t ignore your instincts. E...
06/14/2025

June is Alzheimer’s & Brain Awareness Month. If you’ve noticed changes in your loved one, don’t ignore your instincts. Early detection and diagnosis can offer greater access to treatment options and the ability to chart a path forward. Learn more from the Alzheimer’s Association: alz.org/10signs.

Early symptoms of Alzheimer's or other dementia may include memory loss, confusion or mood changes. Learn 10 warning signs & what to do if you notice them.

While 401(k)s often include a match from your employer, individual retirement accounts (IRAs) may allow you more flexibi...
06/12/2025

While 401(k)s often include a match from your employer, individual retirement accounts (IRAs) may allow you more flexibility in your investment choices.

Benefits to having both

Are you on track to achieve your retirement goals? This retirement calculator gives you an idea of what you’ll need to r...
04/03/2025

Are you on track to achieve your retirement goals? This retirement calculator gives you an idea of what you’ll need to retire based on your age, current savings and desired age of retirement. Find out if you’re on your way to your dream retirement.

Let’s talk about your savings

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26912 Redfield Street
Edwardsburg, MI
49112

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Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

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