Edward Jones - Financial Advisor: Scott Smartt

Simplified Employee Pension (SEP) IRAs can be an easy workplace retirement plan for any business to maintain. But how do you know if it's right for you? Read these considerations and then call me to discuss more.

SEP IRA This is one of the easiest workplace retirement plans to set up and maintain, for any business.

There's no guarantee the backdoor Roth IRA strategy will be available for every high earner. Consider these three questions to help decide whether it could be a workable option for you, then call me to discuss further investment-related considerations.

Can high earners still invest in Roth IRAs? A backdoor Roth IRA enables you to realize the tax benefits of a Roth IRA, even if your income exceeds the IRS earnings ceiling for Roth contributions.

Markets shifted in July, only to change again in early August.

Monthly portfolio brief Learn more about portfolio performance, and check out our recommendations for disciplined investors.

For any investors that were looking the 2024 gift horse in the mouth, last week showed some teeth. We don't think the recent pullback should be patently dismissed, but panic is not the proper reaction either.

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

Is it time to kick your retirement planning into high gear? Review this checklist to make sure you understand how things like Social Security, health care expenses and transitions from saving to spending could affect your income strategy after you retire.

Are you saving for retirement? Read through this checklist

There's more to the legacy we leave behind than money. In honor of National Grandparents Day, consider how you want to pass on the financial wisdom you've built and the lessons you've learned over a lifetime to your children and grandchildren.

How to pass on your financial wisdom to your family Here are 5 tips to help you grant financial wisdom to the younger generations.

Just because you're a one-person business doesn't mean you can't plan for retirement like a large company. Learn more about our Edward Jones Owner K®️ — an owner-only 401(k) plan for business owners with no employees except their spouses — and whether it could suit your needs.

Owner-only 401(k) plan Read through your options

We believe in forming a true partnership where we care as much about WHY you're investing as WHAT you choose to invest in. This personalized approach to investing helps set us apart. Let's schedule time to figure out how I can help you build the future YOU want to see.

Delivering personal financial strategies Let’s build yours together.

The recent market selloff was dramatic and perhaps even jarring for investors as they kicked off the first week of August.

Our latest Market Pulse analyzes recent activity and shares our outlook for the remainder of the year.

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

Daily market snapshot 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.

In that back-to-school mindset and curious about your options to fund a student's education when they're ready for college? Planning now could help save you a lot of worry in the future.

Read about education savings strategies From 529s to bonds, etc.

Uncertain whether the mega backdoor Roth IRA strategy is available to you? Learn how this potential tool may help certain people increase the tax-free assets they can save toward retirement. Then let's schedule time to discuss.

How to take advantage of the mega backdoor Roth strategy We outline how to potentially increase your tax-free retirement contributions with the mega backdoor Roth strategy.

The final week of July was a whirlwind, filled with a flurry of earnings reports, three central bank meetings and key labor market data. We look at five key turning points that may define performance in the months ahead.

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

Faith-based investing enables you to incorporate your religious beliefs into your investment decisions. No matter your religious beliefs or affiliations, there are options available to help you achieve your financial and nonfinancial goals.

Faith-based investing: Applying personal values to your portfolio (US|EN) No matter your religious beliefs or affiliations, there are investing options available to help you achieve your financial and nonfinancial goals.www.edwardjones.com/us-en

After more than 1 ½ years of large-cap growth sectors and the "Magnificent 7" leading the market, what has caused a somewhat sudden rotation away from the tech darlings? We highlight three key elements.

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

Can Social Security stay solvent? We believe it can — but this may require some tough adjustments by Congress.

How secure is Social Security? (US|EN) Can Social Security stay solvent? We believe it can — but this may require some tough adjustments by Congress.www.edwardjones.com/us-en

Despite nearly half of American women anticipating receiving an inheritance in the next 10 years, women face significant obstacles to determining how wealth is transferred across generations.

Our head of Wealth Management Advice and Solutions Lena Haas discusses the power of planning ahead in this recent World Economic Forum article.

The 'Great Wealth Transfer': Here's how women can make the most of it The wealth gap between the genders means women face greater obstacles in terms of giving and receiving inheritance – but a financial adviser can help.

Although retirement may seem far off in the horizon, it’s never too early to invest in a stronger savings strategy for your future. Implementing these methods can help you save with consistency and convenience.

5 ways to help make saving for retirement easier (US|EN) It’s never too early to invest in a stronger retirement savings strategy for your future. Here, we explore ways to help ease your financial to-dos.www.edwardjones.com/us-en

Can the stock market’s hot streak continue? We explore four points in recent history that could help inform what’s next for this market.

Market news is everywhere — but what does it all mean for you? 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...

Ever wondered what it’s like to work with our team? Take a look at our tools and the resources we can provide for you.

Gain a Big-Picture View Connect and view accounts you have elsewhere in Online Access.

Edward Jones associates positively impacted the CHOC Walk in the Park by raising over $14,000 to support pediatric healthcare programs, education and research.

This year’s walk raised over $2.3 million (and counting), with Edward Jones supporting as a silver sponsor, to fund compassionate care for patients and families at CHOC and CHOC at Mission Hospitals.

We are proud to have joined over 6,000 participants bright and early to promote healthier futures and support the health and well-being of children in Southern California.

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

We break down the latest activity in the U.S. economy, equities, the bond market, international investing and more. Let's discuss what impact these might have on your portfolio.

Quarterly market outlook (US|EN) Our investment strategists provide Edward Jones’ perspective on the latest economic activity and what it may mean for you.www.edwardjones.com/us-en

Tracking your goals should be easy. That’s why we’ve created an easy-to-use app: so you can get connected to what you need, when you need it.

Track Your Goals on the Go Download our app to stay connected.

Paying down debt can help mitigate money-related stress. It can also improve your cash flow and financial flexibility as you’ll allocate less money to interest, leaving you more for other goals. I can help you determine which debt you should pay off first.

Should I pay down debt or invest? The decision to pay down debt or invest is more about you as an individual than it is about the math. Your decision may depend on multiple factors

Find out how to take your business to the next level by moving to Edward Jones.

Join us at our Financial Advisor Opportunity Event in New York, September 18-19, 2024.

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Online Access puts your account information at your fingertips. See where you stand with your current goals and track progress toward any new ones (like a protection goal) you set with your financial advisor.

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Do you have questions about how we stay connected? Give me a call to discuss.

Gain a Big-Picture View Connect and view accounts you have elsewhere in Online Access.

Exorcising your ghost employees

Exorcising your ghost employees - SmartBrief Prevent ghost employees who don't show up after hiring by reviewing hiring processes to discover where they're slipping through the cracks.

As we kicked off 2024, one of our 10 key calls for the year was our view that while equity markets would continue to perform well, the market's underlying leadership would rotate, broadening out beyond 2023's Magnificent Seven concentration.

We take a look at how this recently showed up within three key market matchups, and what it may mean for investors' portfolios.

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

No matter which field you come from, your track record of success, hard work and desire to make a difference have already prepared you to be a successful Edward Jones financial advisor. Now it’s our turn – to provide you the training, support and professional development to build and sustain your practice.

Learn more about the registrations and licenses required to become to a financial advisor and how Edward Jones supports your professional journey with the latest blog on our Careers website.

What Licenses Does a Financial Advisor Need Interested in becoming a financial advisor? Learn about the different requirements and licenses it takes to become a FA.