Edward Jones - Financial Advisor: Clay Smudsky

06/26/2023

After a strong start to the year, market volatility seems to have returned. While we would expect market volatility to continue near-term, we are also watching for key inflection points that may indicate the early innings of a more sustainable rally ahead. We highlight three potential conditions that we believe would support better market returns longer term: 1) inflation moving lower, 2) the Federal Reserve pausing its rate-hiking cycle, and 3) earnings revisions bottoming.

A summary of last week's market highlights and economic news.

06/21/2023

Retirement can be life at its best. But life throws us curveballs – sometimes cannonballs – both personal and financial. Our latest study, in partnership with Age Wave, explores both sides of today’s retirement experience and details impactful choices you can make.

Making resilient choices is key to thriving in today’s new retirement. Our latest study, in partnership with Age Wave, details impactful choices you can make.

06/20/2023

We're proud to share that we've rallied more than 100,000 associates, clients, friends and family members to participate in Walk to End Alzheimer's since 2016. Surpassing 100k walkers is a big milestone — one worth celebrating! But while 6 million Americans, including 300,000 Edward Jones clients, continue to battle Alzheimer’s, we will continue to fight it. This June, we’re joining the Alzheimer’s Association in wearing purple, raising awareness and inspiring others to act to end Alzheimer's.

06/13/2023

Here are the benefits of investing in a donor-advised fund, but let's meet to discuss if they make sense for your financial goals.

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06/05/2023

Making summer plans? Be sure revisiting your financial strategy is on the list.

Getting there is often the hard part. These milestones can help you on the road to financial stability.

05/31/2023

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.

05/23/2023

Did you know that women are more likely to have Alzheimer’s and more likely to be caregivers for those living with the disease? We fight to end Alzheimer's in their honor.

05/18/2023

In 2022, nearly $350 million was invested by Edward Jones clients in the Edward Jones Charitable Gift Fund. Read our Purpose, Inclusion and Citizenship Report to discover more ways we put our purpose in action.

05/16/2023

In case you missed it, Branch Development Leader Ken Cella recently appeared on the WealthTech on Deck podcast, where he discussed the new retirement journey, how we create trusted personal relationships with our clients and our research with Age Wave on the changing face of retirement.

This episode features Ken Cella, Principal of Branch Development at Edward Jones and Ken Dychtwald, Founder and CEO of Age Wave! Find the full conversation here.

05/08/2023

If your income is too high, you might not be eligible to invest in a Roth IRA. But there may still be a way to access this powerful retirement savings vehicle.

Backdoor Roth IRA an option for high earners

05/04/2023

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.