Edward Jones-Financial Advisor: Roger Smith

11/02/2026

Practice. Teamwork. Trust. A lot of preparation goes into game day. The same is true for building your financial game plan. As the Official Wealth Management Partner of the Big 12 Conference®, Edward Jones financial advisors are ready to help you plan ahead for the moments that matter.

We’re proud to support the Big 12 Conference and proud to help you create a financial game plan designed around your goals. Contact our office to get started today.

The Big 12 Conference, Inc. is not a current Edward Jones client. The Big 12 Conference, Inc. was compensated for this endorsement. See details at edwardjones.com/sports?utm_term=913869&utm_source=facebook&utm_medium=social_media&utm_content=3357142&c3nid=913869_facebook_3357142&c3ch=BranchSocialMedia&EID=MDAwMDAwMDIyOTQ0Ng%3D%3D.

11/01/2026

As the Official Wealth Management Partner of the Big 12 Conference®, we know each win is about more than the numbers. The key to being rich is knowing what counts, like time with family, cheering on your team and enjoying the moments that make your personal highlight reel. Reach out to our office today, and let’s find your rich.

The Big 12 Conference, Inc. is not a current Edward Jones client. The Big 12 Conference, Inc. was compensated for this endorsement. See details at edwardjones.com/sports?utm_term=913869&utm_source=facebook&utm_medium=social_media&utm_content=3357141&c3nid=913869_facebook_3357141&c3ch=BranchSocialMedia&EID=MDAwMDAwMDIyOTQ0Ng%3D%3D.

10/31/2026

Traditions. Rivalries. The friendships you’ve had since that first game. As the Official Wealth Management Partner of the Big 12 Conference®, we know it all matters because we’re invested in what makes you, you. Let’s work together to build a personalized financial strategy that takes it all into account.

The Big 12 Conference, Inc. is not a current Edward Jones client. The Big 12 Conference, Inc. was compensated for this endorsement. See details at edwardjones.com/sports?utm_term=913869&utm_source=facebook&utm_medium=social_media&utm_content=3357143&c3nid=913869_facebook_3357143&c3ch=BranchSocialMedia&EID=MDAwMDAwMDIyOTQ0Ng%3D%3D.

10/30/2026

As a financial advisor, I've seen firsthand how caregiving can create complex financial decisions for families. Business Insider explores Edward Jones research with Age Wave and The Harris Poll on the "generosity paradox" many caregivers experience as they support loved ones financially while striving to protect their own long-term financial security.

If caregiving is part of your journey now or may be in the future, I'd welcome the opportunity to help you plan for it.

Read the full Business Insider article: https://bit.ly/4igCVYh

Download the Financial Impact of Caregiving report: https://bit.ly/4f2k6pw



Source: Edward Jones and Harris Poll, in partnership with Age Wave, 2026.

10/29/2026

What might the recent AI-driven market selloff mean for investors? Edward Jones Senior Global Strategist Angelo Kourkafas joins Bloomberg to unpack the drivers behind the recent market moves, explain what's happening beneath the headlines, and share perspective on maintaining a long-term investment focus amid volatility.

Watch the full conversation: https://bit.ly/4e37vlJ

10/28/2026

Capital gain distributions can catch investors off guard, especially in taxable accounts. As year-end approaches, it's important to understand how these distributions work, potential tax implications and strategies that may help you manage them.

Reach out if you'd like to discuss how these considerations fit into your overall financial plan.

Learn more:

Capital gain distributions: What to know before year end

10/19/2026

Strong community partnerships help create a lasting impact. I'm proud that Edward Jones is partnering with United Way of Metropolitan Dallas to help uplift our community
and create greater opportunities for individuals and families across North Texas. Together, we can create a legacy that extends far beyond financial wealth.

10/18/2026

A meaningful legacy is built by creating opportunities that endure for generations. I'm proud that Edward Jones is partnering with Texas Women's Foundation to help foster
opportunities for women and families while reinforcing our commitment to the communities we love.

10/17/2026

With financial fraud on the rise, staying vigilant is more important than ever. Edward Jones continues to work behind the scenes to help safeguard client information—and now, through our relationship with Carefull, we’re offering an additional layer of support.

Carefull helps monitor accounts, track unusual activity, and alert you to potential issues early, making it easier for you and your family to feel more confident in your financial security. And it’s available at no cost to Edward Jones clients in the United States.

If you’d like to learn more, feel free to reach out.

10/16/2026

I enjoyed reading this recent Kiplinger article featuring our Head of Wealth Management and Field Management, David Chubak. One point that stood out to me is how many families are balancing long-term goals with desire to support loved ones today.

It’s something that often comes up in conversations with clients, whether it’s helping adult children with housing expenses, student debt or other financial challenges. As David notes, "The reality is we live in an age of financial uncertainty and anxiety like no other." Having open conversations and a thoughtful plan can help families navigate those decisions with greater confidence.

Read the article here: https://bit.ly/4dH02IX

What financial lesson or value do you hope to pass along to the next generation?

Passing down the wealth you've built over a lifetime, with wisdom and grace, is good. Passing on your values along with the money? Even better.