Edward Jones-Financial Advisor: Jamie Smith

03/07/2026

Thank you all so much for the incredible congratulations and kind words on being selected as the 2025 Business of the Year!
Your support & encouragement mean the world to me and the team. Grateful for this community and excited for what’s next. Let’s keep supporting local businesses!

07/24/2025

The Fed stayed on the sidelines in June but still expects two interest rate cuts this year. How might this impact bonds?

Find out what’s impacting fixed income, including bonds and cash, as well as strategies for disciplined investors to consider.www.edwardjones.com/us-en

07/23/2025

You may find yourself asking, "How can I become a more tax-efficient investor?" as you balance managing your wealth with saving for retirement, funding your children's education and creating a future legacy. Read these six tips and call me to discuss how I can help.

Practical and proven strategies you can take to become a more tax-efficient investor.

07/22/2025

Sometimes how you think you spend money and the way you're actually spending it don't match up. That's one reason we recommend having a clear (and realistic) strategy for managing your budget each month. Read these helpful budgeting tips, and let's chat about how I can help you make a financial strategy and stick to it.

Know where your money goes

07/21/2025

We all know that life can send financial setbacks when we least expect them. You may not be able to plan on when they'll happen, but you can start a "rainy day" emergency fund now to help weather any unscheduled storms.

Tips on how much to save

07/20/2025

National Financial Freedom Day is July 1. Have you taken advantage of our state-of-the-art Financial Foundation tools to work toward your goals? Check out this video to learn more, and then let's talk about how we can help you accomplish what's most important to you.

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07/19/2025

Don't know the difference between a traditional and a Roth IRA, or which one makes the most sense for you? Visit our Financial Fitness site to learn which is which, and whether either makes sense for your financial strategy.

Learn about the features, benefits, and different types of IRAs as tools for retirement savings. From Edward Jones and EVERFI

07/18/2025

Changing jobs can seem like a mix of scary and exciting. Don't worry, though: We've got you covered. Check out this list of steps to help you prepare before making a major career move.

Recently change jobs? Use this checklist to help think through some financial considerations.

07/17/2025

It's important to understand what makes wills different from trusts when strategizing a comprehensive estate plan. Read about the differences here and let's discuss how I can work with your estate-planning professionals to help ensure your estate plan matches your goals.

It's crucial to create an estate plan that leaves the legacy you desire. Understanding the difference between wills and living trusts can help.

07/16/2025

Estate planning isn't only for the wealthy. By not putting your own plan in place, you have a "strategy" by default – the laws of your state.

Learn how and where to start

07/15/2025

Are you investing too conservatively (or not at all) in hopes of avoiding market declines? If so, you could be making it more difficult to achieve your long-term financial goals. Here are some ways to help you determine your investment risk tolerance.

Your biggest risk isn’t the stock market. It’s the possibility of not reaching your long-term financial goals.

07/14/2025

Whether you are decades away from retirement or are looking to retire in the next few years, it’s never too soon (or too late) to ramp up your retirement savings. Here are some strategies to help boost your 401(k) contributions.

Funding your 401(k) comes with many benefits. Learn how much you should consider contributing to your 401(k) as your salary increases.