Edward Jones - Financial Advisor: Adam Smith

09/16/2024

With the presidential election only months away, you may be tempted to make emotional decisions regarding your finances. But before you do, let’s explore three key trends on what history tells us about elections and stock markets.

While the presidential election is in November, it's important to explore key historical stock market trends for perspective.www.edwardjones.com/us-en

06/04/2024

A certificate of deposit (CD) lets you invest your money for a set period to earn a fixed rate. For some, a CD presents the ideal combination of reliable returns and low risk.

See Edward Jones' tips when buying CDs.

03/25/2024

Investors should expect a mixed global economic environment in 2024 as the U.S, Japan and India hold up well while Europe and China trend downward. Read the latest views from our economists.

Capital Group economists expect a mixed global economic environment in 2024 as the United States, Japan and India hold up well while Europe and China trend downward.

01/17/2024

Have questions about your Edward Jones tax forms? Here are some of the most commonly asked questions we hear from clients during tax season.

Answers to some of the most common questions about tax forms.

01/16/2024

Good Snowy Morning. Due to weather conditions, our office will be closed on Tuesday January 16th. We plan to be in the office Wednesday to serve you! Be safe and stay warm.

06/12/2023

Searching for a career opportunity with no ceiling to your earning potential that offers the opportunity to achieve work life balance? Learn how you can transfer your skills to a new career as an Edward Jones Financial Advisor.

05/12/2023

If you’re getting ready to change jobs, make sure you know your options for your 401(k). Here are 4 things you can do.

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.

05/10/2023

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.

04/17/2023

In this Market Pulse commentary, Investment Strategists Angelo Kourkafas and Mona Mahajan explain why we believe the dollar will remain the world’s preferred reserve currency.

While headlines around the collapse of the dollar emerge every so often, an outright demise of the dollar does not seem credible for three key reasons.

02/08/2023

How do markets perform when the Fed pauses?
• Over the past 40 years the Fed has paused seven times after concluding a tightening cycle. Following the final rate hike, policymakers held rates steady for about six months on average (ranging from a month to a little over year) before proceeding to cut rates to stimulate the economy.
• Stocks performed strongly in five of these instances, while they declined only modestly the other two. Investment-grade bonds also experienced above-average returns, as yields peaked a couple of months before the last rate hike.
• Likely benefiting from the easing in yields and financial conditions, technology was the best-performing sector, with the exception of the Fed pause in 2000 that coincided with the tech bubble bursting.
• History suggests that a Fed pause can be a catalyst for lower bond yields and higher equity valuations. This is consistent with our view that balanced portfolios, like a 60/40 stock-bond mix, are poised for a rebound after a historically tough year.

01/27/2023

From asset performance to the economic and international outlook, we take a look at what this activity means for investors.

Read our views on key market and economic developments to help you make decisions affecting your financial strategy.www.edwardjones.com/us-en

01/18/2023

The passage of SECURE 2.0 has several important changes that could benefit your financial strategies, including:

• Increase in the required minimum distribution (RMD) beginning age to 73 in 2023 and 75 in 2033
• Employer matches for qualified student loan payments
• Ability to roll over 529 assets to a Roth IRA for the 529 beneficiary
• New or expanded penalty exceptions for early withdrawals

What individuals need to know