Edward Jones- Financial Advisor: Spence Smith

12/25/2023

However you celebrate, we hope your day is filled with Christmas cheer!

10/16/2023

We’ve surpassed more than 100,000 associates and clients joining us on Edward Jones Walk to End Alzheimer’s®️ teams since 2016. That’s a big milestone that’s helped us make an even bigger impact: With 3,000 teams participating in more than 600 Walks across the U.S. every year, we’ve raised more than $40 million toward our pledge to raise $50 million with an estimated 150,000 Walk participants by 2025. Please consider registering for your local walk at alz.org/edwardjones

Contributing to a cause and participating or volunteering for a charitable event is a personal decision and completely voluntary.

10/15/2023

Access to a retirement plan at work is a valuable benefit, but it’s important to make sure you are taking full advantage of the opportunity.

Understand the key benefits of funding your 401k and why you should consider increasing those contributions as your salary increases.

10/14/2023

October is Cybersecurity Awareness Month. Learn about common types of cyber fraud, red flags and what to do if you or a loved one has been a victim of fraud. Watch this webinar live on Oct. 18 at 3:00 p.m. CT or on demand after.

Wednesday, October 18, 2023 at 3:00 PM Central Daylight Time.

10/13/2023

October is National Retirement Security Month. Established to raise awareness about the importance of saving for retirement, the campaign serves as a good reminder to check in on whether you’re on track to meet your retirement goals.

View our exclusive videos to get some of your questions answered about investing, saving, planning and enjoying – for today and tomorrow.

10/12/2023

According to a 2023 study we did with Age Wave, the median affordable retirement length is only 15 years, not nearly the 29 years retirees say would be the ideal length of their retirement. National Retirement Security Month is the ideal time to revisit your retirement strategy.

View our exclusive videos to get some of your questions answered about investing, saving, planning and enjoying – for today and tomorrow.

10/11/2023

Investment Strategist Angelo Kourkafas offers three key insights into government shutdowns and their likely impact on the economy and the markets.

Market Pulse for 9/27/2023

10/10/2023

Tech support scams are on the rise, costing investors millions of dollars each year. Learn how to spot these scams here: https://bit.ly/3RPeYdT

10/09/2023

While CDs are an excellent tool for short-term needs, don't forget about the bigger picture. You should look to achieve growth from short-term investments while still keeping up with inflation.

With interest rates on the rise, the value of cash has been hitting the headlines — and with good reason.

10/08/2023

Retirees enjoying the highest quality of life say their top 3 smartest financial actions to prepare for retirement were: starting to save early (and consistently), maximizing contributions, and working with a financial advisor.

View our exclusive videos to get some of your questions answered about investing, saving, planning and enjoying – for today and tomorrow.

10/07/2023

While it may seem like a good problem to have, having too much of your savings sitting in cash can be an issue, especially when you’re investing for long-term goals such as retirement.

With interest rates on the rise, the value of cash has been hitting the headlines — and with good reason.

10/06/2023

As 2023 winds down, how do you feel about your financial situation? Did you meet your yearly goals or make progress toward your long-term goals?

Let's work together to ensure your strategies and time horizon are up-to-date and incorporate any new life events.

As 2023 winds down, how do you feel about your financial situation? Check out these year-end moves to help keep your strategy on track.