Simeon Hill Financial Planning

10/17/2025

At Edward Jones, we believe wealth transfer is more than transferring assets—it's about preparing the next generation to thrive.

That’s why Edward Jones’ own Tom Lewandowski, Principal and Head of High Net Worth Segment, spoke with Investment News about the importance of preparing heirs to steward wealth responsibly.

Let’s talk about how you can prepare your family—not just financially, but holistically—for what’s ahead.

With an estimated $84.4 trillion in assets expected to be passed down through generations through 2045, families today need to have more urgency than ever before when it comes to financial planning and navigating family dynamics.

08/04/2025

While life insurance can be beneficial, it can also be confusing. Do you need life insurance? How much coverage do you need? What type of life insurance should you choose? If you’re asking yourself these questions, this guide can help.

Prepare for the unexpected

07/31/2025

Your employer’s life insurance policy can serve as a valuable safety net if something were to happen to you. But is life insurance through work enough? What happens if you lose your job? Here are some factors to consider.

Your employer’s life insurance policy can serve as a valuable safety net if something were to happen to you, but will it cover all of your needs?

07/03/2025

What’s next for the markets? Despite trade tension and tax uncertainty, economic fundamentals held strong in early 2025. In the latest Market Compass, Mona Mahajan breaks down key trends and what they could mean for the second half of the year.

Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...

05/23/2025

I’m incredibly proud to share that I’ve been nominated for Young Professional of the Year by the South Tampa Chamber of Commerce!

This recognition means so much to me—not just as a personal milestone, but as a reflection of the support, mentorship, and inspiration I’ve received from my peers, clients, and community here in South Tampa. Being part of a vibrant, forward-thinking network of professionals who are dedicated to making an impact is what drives me every day.

Thank you South Tampa Chamber for the recognition. I’m happy to be a part of a great organization and I’m excited to celebrate the outstanding work being done across our community.

05/12/2025

Putting together an estate plan may feel overwhelming, but it doesn't have to be. Follow our checklist to help break the process into smaller, manageable pieces.

A checklist to help you get started

05/09/2025

Stay up to date with the latest developments, trends and daily insights on the market.

Stay up to date with latest developments, trends, and daily insights on the market. Get a comprehensive look at market movements, international updates, economic indicators, and our expert's analysis.

04/16/2025

You can’t control market fluctuations. But you can follow time-tested investment principles – diversifying your portfolio, owning quality investments and investing for the long term.

Tips for reaching your goals

04/09/2025

Markets will always go up and down, but we believe quality investments are more likely to overcome temporary challenges and ultimately help you meet your financial goals.

Read through the benefits

12/30/2024

Get our 10 key views for the new year, along with planning strategies and steps to help position your portfolio in 2025.

11/19/2024

Our latest Market Pulse dives into our analysis of near-term implications of the U.S. election on stock market returns, inflation and bond yields and opportunities for long-term investors.

Our analysis on the near-term implications the U.S. election has on stock market returns, inflation and bond yields, along with opportunities for long-term investors.

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