Edward Jones - Financial Advisor: Sadeki Simpson

Edward Jones - Financial Advisor: Sadeki Simpson As an Edward Jones financial advisor, I believe it is important to invest my time to understand what

Edward Jones is a financial - services firm dedicated to serving the needs of individual investors. I’m a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With more than 14,000 advisors across the United States and through the firm’s affiliate in Canada*, our firm has been built on the belief that the only way to do business is

on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized strategies to help you reach them. My branch office administrator and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com/sadeki-simpson for more information.

* Edward Jones is a limited partnership in Ontario, Canada, and is a wholly owned subsidiary of Edward D. Jones & Co., L.P., a Missouri limited partnership (“Jones US”). Jones US and its parent do not guarantee the obligations or liabilities of Edward Jones.

Stock markets made all-time highs last week. Can the rally continue, and how do we position from here?
06/28/2025

Stock markets made all-time highs last week. Can the rally continue, and how do we position from here?

How did the markets perform this week? Get the highlights and the latest economic news.

With both policymakers and markets likely to remain in wait-and-see mode through the summer, we explore five key questio...
06/21/2025

With both policymakers and markets likely to remain in wait-and-see mode through the summer, we explore five key questions that could shape the second half of 2025.

How did the markets perform this week? Get the highlights and the latest economic news.

Check out this week's market update for activities on last week's market moves and a preview of the week ahead.
06/14/2025

Check out this week's market update for activities on last week's market moves and a preview of the week ahead.

How did the markets perform this week? Get the highlights and the latest economic news.

In this week's update we review last week's market performance and take a look at what the week ahead could hold.
06/07/2025

In this week's update we review last week's market performance and take a look at what the week ahead could hold.

How did the markets perform this week? Get the highlights and the latest economic news.

Markets were focused largely on two drivers – mega-cap tech earnings and tariff headlines – this past week. Get our anal...
05/31/2025

Markets were focused largely on two drivers – mega-cap tech earnings and tariff headlines – this past week. Get our analysis and considerations for investors in this backdrop in our latest Weekly Market Wrap.

How did the markets perform this week? Get the highlights and the latest economic news.

With trade developments widely covered, we're focusing on three additional catalysts behind the market's shift in tone: ...
05/24/2025

With trade developments widely covered, we're focusing on three additional catalysts behind the market's shift in tone: A credit rating downgrade by Moody’s, a weak 20-year Treasury auction and news that the House passed a reconciliation bill—“One Big Beautiful Bill”—which extends expiring tax cuts and proposes new ones.

How did the markets perform this week? Get the highlights and the latest economic news.

Check out our weekly market update for news on last week's market and guidance for the week ahead.
05/17/2025

Check out our weekly market update for news on last week's market and guidance for the week ahead.

How did the markets perform this week? Get the highlights and the latest economic news.

Market fluctuations aren’t everyone’s cup of tea - and for some people, portfolio ups and downs can really throw you off...
05/14/2025

Market fluctuations aren’t everyone’s cup of tea - and for some people, portfolio ups and downs can really throw you off balance.

If you’re feeling uneasy about your investments, here are some ways to regain a sense of control:

✅Rebalance your portfolio so your investments stay aligned to your risk profile and time horizon.
✅Keep investing: Historical data shows that market pullbacks are a great time to invest.
✅Reduce your tax bill by selling taxable investments at a loss to offset any realized capital gains.

Is it time to review your investment strategy? Let’s book a meeting.

A good checklist for organizing your finances.

What’s the best way to deal with economic uncertainty? Having a guide by your side. Markets have ups and downs, but your...
05/12/2025

What’s the best way to deal with economic uncertainty? Having a guide by your side.

Markets have ups and downs, but your financial strategy shouldn’t. As an advisor, I can develop a customized plan that helps you:
-Stay focused on your long-term goals
-Make informed, confident financial decisions
-Stay disciplined in your investment approach

Instead of reacting to headlines, let’s build a roadmap that helps you stay on track.

News headline can be alarming and there is no shortage of experts telling us how to position our portfolio. But do those experts really know what matters to you? With so much noise in our daily lives, here are some ways you can focus on what's most important.

Family needs can be complex. An up-to-date Will helps you plan in advance to address your family’s specific circumstance...
05/10/2025

Family needs can be complex. An up-to-date Will helps you plan in advance to address your family’s specific circumstances and needs.

This can include:
✅ Leaving inheritances for minors or young adults
✅ Providing for a loved one with a disability
✅ Helping a family member who may lack financial maturity
✅ Addressing relationship changes
✅ Planning for a blended family

Learn more about creating a Will that makes sense for your family.

Are you comfortable with the law governing the distribution of your wealth upon your death? If not, discover the importance of estate planning and reviewing your estate plan regularly.

U.S. large- and mid-cap stocks have posted strong performance in recent weeks, recovering much of their earlier sell-off...
05/10/2025

U.S. large- and mid-cap stocks have posted strong performance in recent weeks, recovering much of their earlier sell-off as trade tensions have eased, the labour market has remained healthy, and companies have posted better-than-expected earnings. We look ahead at what this might mean for investors.

How did the markets perform this week? Get the highlights and the latest economic news.

Many of my clients admit that they put off making or updating their Will. But the costs of not having one can be high. W...
05/08/2025

Many of my clients admit that they put off making or updating their Will.

But the costs of not having one can be high. Without clear direction for your assets, you risk having the law govern the distribution of your estate, which may not align with your wishes.

This could mean:
◾ Your loved ones aren't cared for in the way you intended
◾ More potential for confusion or family conflict
◾ Legal complications

I often tell clients that the best time to make a Will is today. Read this guide for helpful insights.

Are you comfortable with the law governing the distribution of your wealth upon your death? If not, discover the importance of estate planning and reviewing your estate plan regularly.

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