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.

Three Things to Know & Watch – 9 May, 2022

In terms of economic data, inflation will be front and center this week with CPI released on Wednesday and PPI on Thursday. CPI is expected to ease slightly with the overall reading up 0.2% in April and 8.1% year over year…

May 9, 2022 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch In terms of economic data, inflation will be…

Investment Strategy, Three Things
Fed Rate Hike Update May 4, 2022

By Bill Hornbarger, Chief Investment Officer

May 5, 2022 –

By Bill Hornbarger, Chief Investment Officer Bill Hornbarger, Chief Investment Officer – Benjamin F. Edwards, discusses the Fed…

Investment Strategy
Three Things to Know & Watch – 02 May, 2022

This will be a busy week with the biggest focus on the two-day Federal Open Market Committee meeting…

May 2, 2022 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch This will be a busy week with the…

Investment Strategy, Three Things
Are We There Yet?

I recently flew to California for a company event. Fortunately, I was able to get a non-stop flight. Unfortunately, that meant four hours with my only sustenance being a little bag of chips and a small cup of soda…

May 2, 2022 –

By Pete Biebel, Senior Vice President I recently flew to California for a company event. Fortunately, I was…

Investment Strategy, Market Commentary
Investment Insights Quarterly – April 2022

By Bill Hornbarger, Chief Investment Officer

Apr 27, 2022 –

By Bill Hornbarger, Chief Investment Officer

Investment Strategy
Turbulent Markets as Fed Aims for Soft Landing

U.S. stocks tumbled lower in a volatile week of trading as investors digested key economic updates, earnings reports, and commentary from the Federal Reserve…

Apr 25, 2022 –

By Jack Kraft, CFA, Advisor Directed Portfolio Analyst U.S. stocks tumbled lower in a volatile week of trading…

Investment Strategy, Market Commentary
Three Things to Know & Watch – 25 April, 2022

This is a big week for earnings reports with more than 160 S&P 500 members reporting, including the four largest U.S. companies by market cap, Apple, Microsoft, Amazon, and Alphabet…

Apr 25, 2022 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch This is a big week for earnings reports…

Investment Strategy, Three Things
Tax Tip Tuesday: A Look Back at Our Tax Tips

With tax season ending yesterday that doesn’t mean you need to forget about your tax situation…

Apr 19, 2022 –

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies With tax season ending yesterday that…

Tax Tip Tuesdays
Three Things to Know & Watch – 18 April, 2022

By Bill Hornbarger, Chief Investment Officer

Apr 18, 2022 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch Earnings season ramps up with seven Dow Jones…

Investment Strategy, Three Things
Tax Tip Tuesday: Where’s My Refund?

By Theresa Cagle Fry, Senior Vice President and Manager of IRA’s, Retirement & Education Planning

Apr 12, 2022 –

By Theresa Cagle Fry, Senior Vice President and Manager of IRA’s, Retirement & Education Planning If you have…

Tax Tip Tuesdays
Calling an Audible

By Pete Biebel, Senior Vice President

Apr 11, 2022 –

By Pete Biebel, Senior Vice President Through much of March, the stock market seemed to have come to…

Investment Strategy, Market Commentary
Three Things to Know & Watch – 04 April, 2022

By Bill Hornbarger, Chief Investment Officer. This week marks the beginning of first-quarter earnings season.

Apr 11, 2022 –

By Bill Hornbarger, Chief Investment Officer Three Things to Watch This week marks the beginning of first-quarter earnings…

Investment Strategy, Three Things