Edward Jones-Financial Advisor: Logan Smith

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Edward Jones-Financial Advisor: Logan Smith ​​Edward Jones is a financial-services firm dedicated to serving the needs of individual investors.

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Capital gain distributions can catch investors off guard, especially in taxable accounts. As year-end approaches, it's i...
11/03/2026

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

10/30/2026

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/4A1eaVQ

I can help you explore key considerations that come with executive compensation and complex wealth. Let’s find time to t...
10/30/2026

I can help you explore key considerations that come with executive compensation and complex wealth. Let’s find time to talk through your options.

A successful business exit often starts well before a sale or transition. I can help you consider key financial planning...
10/29/2026

A successful business exit often starts well before a sale or transition. I can help you consider key financial planning strategies to prepare for what comes next — let’s talk about your vision.

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing quest...
10/26/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/4yKrugr


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

From equity awards to diversification, I can help you make the most of your executive compensation strategy. Send me a m...
10/25/2026

From equity awards to diversification, I can help you make the most of your executive compensation strategy. Send me a message to schedule a consultation.

Your business represents years of hard work and dedication. I can help you think through succession, transition planning...
10/22/2026

Your business represents years of hard work and dedication. I can help you think through succession, transition planning and strategies to help support your long-term goals. Send me a message to schedule a meeting.

Executive compensation can be complex. I can help you make informed decisions about your financial future — let’s talk a...
10/16/2026

Executive compensation can be complex. I can help you make informed decisions about your financial future — let’s talk about your options.

Selling or transitioning a business can take years of planning — but you don't have to do it alone. Let's find time to d...
10/15/2026

Selling or transitioning a business can take years of planning — but you don't have to do it alone. Let's find time to discuss how my team can help.

Financial fraud is becoming more sophisticated, but knowledge remains a strong defense. Learn to recognize common scam t...
10/14/2026

Financial fraud is becoming more sophisticated, but knowledge remains a strong defense. Learn to recognize common scam tactics and warning signs, and take steps to help protect yourself, your loved ones and the wealth you've worked hard to build. Watch this webinar live on Oct. 21 at 3 p.m. CT or on demand after.

Learn more: https://bit.ly/4yqltp9

Address

15610 NE Woodinville-Duvall Road, Suite 111
Woodinville, WA
98072

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+14254866436

Website

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