What We Do
Helping you flourish, today, tomorrow and beyond.

What We Stand For
Doing what’s right, for generations.

Find a Location
Start a relationship that could span generations.
Advisor Opportunities
Join a firm where you fit, and flourish, with two ways of becoming affiliated that suit your unique goals.

Explore Opportunities

Employee Advisor

Independent Affiliate
History
Over a century of history beginning under Abraham Lincoln.

Careers
A rewarding, and award-winning, place to work and feel valued.

People
An experienced and decorated team with a passion for client service.

Locations
A network of over 100 locations that spans the entire country.
All Insights

Featured Topics

Market Commentary

Investment Strategy

Updates from Tad

Solutions
A wealth of information and resources to help you meet your goals.

Cash Management

Products & Services

Edwards in the News
Edwards in the news, press releases, and announcements
For Clients

Orion Login
Access your Edwards account performance information.

NetXInvestor Login
Manage your investments online.

For Shareholders

Shareholder Portal Login
With a legacy spanning 130+ years and six generations of the Edwards family, we remain a privately held firm with no debt, owned by employees, family, and friends.
Contact

For Clients
For Advisors
- Advisor Opportunities
- - Employee Advisor
  - Independent Affiliate
About
- History
- Careers
- People
- Locations
Library
Login
- For Clients
  - Orion Login
  - NetXInvestor Login
- For Shareholders
  - Shareholder Portal Login
Contact
Search for:

Library

of

With more than a century of experience, we provide updates and analysis on markets and the economy from a multitude of perspectives.

Investment Insights Monthly Newsletter – March 2024

By Jack Kraft, CFA, Investment Strategist

Mar 21, 2024 –

By Jack Kraft, CFA, Investment Strategist

Investment Strategy
Important Retirement Plan Deadlines and Dates During Tax Season

By Edward V. O'Neal, Senior Vice President and Manager, Retirement Plans

Mar 19, 2024 –

We’re entering that period of tax season that can be the most stressful for business owners. While some…

Tax Tip Tuesdays
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Mar 18, 2024 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch The U.S. Federal Reserve (Fed) will draw most…

Investment Strategy, Three Things
Digesting the Gains

By Pete Biebel, Senior Vice President, Senior Investment Strategist

Mar 18, 2024 –

By Pete Biebel, Senior Vice President, Senior Investment Strategist For the second consecutive week, investors have taken a…

Investment Strategy, Market Commentary
Pros and Con(s)gressional Testimony

By Ben Norris, CFA, Senior Investment Strategist, Vice President

Mar 12, 2024 –

By Ben Norris, CFA, Senior Investment Strategist, Vice President The S&P 500 (SPX) posted just its third losing…

Investment Strategy, Market Commentary
Tax Tip Tuesday: Make Your IRA Contributions by Your Tax Filing Due Date

By Theresa Cagle Fry, Senior Vice President and Manager IRAs, Retirement & Education Planning

Mar 12, 2024 –

By Theresa Cagle Fry, Senior Vice President and Manager IRAs, Retirement & Education Planning Most people know they…

Tax Tip Tuesdays
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Mar 11, 2024 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch With 10 days to go before the next…

Investment Strategy, Three Things
Tax Tip Tuesday: The Power of Tax Deferral

By Dan Schulte, Senior Vice President and Manager, Annuities and Insurance

Mar 5, 2024 –

By Dan Schulte, Senior Vice President and Manager, Annuities and Insurance The majority of income in the United…

Tax Tip Tuesdays
Three Things to Know & Watch

By Bill Hornbarger, Chief Investment Officer

Mar 4, 2024 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch U.S. Federal Reserve (Fed) Chairman Jerome Powell heads…

Investment Strategy, Three Things
The Same Old Song and Dance

By Pete Biebel, Senior Vice President, Senior Investment Strategist

Mar 4, 2024 –

By Pete Biebel, Senior Vice President, Senior Investment Strategist The stock market’s routine in recent months may be…

Investment Strategy, Market Commentary
Tax Tip Tuesday: Beware of Potential Tax Scams

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies

Feb 27, 2024 –

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies As the digital age continues to…

Tax Tip Tuesdays
AI: Buzz, Bubble or Boom?

By Jack Kraft, CFA, Investment Strategist

Feb 26, 2024 –

By Jack Kraft, CFA, Investment Strategist U.S. stocks remained mostly positive last week as the main focus was…

Investment Strategy, Market Commentary