Edward Jones - Financial Advisor: Katie A Gates

10/16/2026

Edward Jones has been named one of the 2026 Fortune Best Workplaces in Financial Services and Insurance by Fortune and Great Places to Work®.

Behind this recognition are colleagues whose contributions reach our firm and into the communities we serve. Their talent, ideas and dedication shape a workplace where people champion one another and take pride in what they accomplish together.
A culture that attracts talented people, inspires innovation, and helps us deliver on our commitment to serving clients with care and integrity.

Thank you to our colleagues for making this achievement possible. We're proud of their impact, the workplace they shape, and our place among the best in the industry

Disclosure: 2026 Fortune Best Workplaces in Financial Services & Insurance, published October 2026, research by Great Places to Work, data as of August 2025. Compensation provided for using, not obtaining, the rating.

https://bit.ly/4hXD8hG

10/14/2026

With the 2026 midterm elections approaching, investors are once again asking what politics may mean for markets and whether the elections have the potential to disrupt this year's positive momentum. Here's what history says – and what's different this time:

With the 2026 midterm elections approaching, investors are once again asking what politics may mean for markets and whether the elections have the potential to disrupt this year's positive momentum. History suggests that elections often create short-term uncertainty, but they have rarely been the pr...

10/12/2026

Many of the conversations I'm having with clients right now start in the same way – with the news. Clients see market-driven headlines and ask: "How does this affect me and my life?"

In a recent Bloomberg interview, our Managing Partner Penny Pennington discusses how financial planning can help investors look beyond today's market noise and stay focused on their goals.

Watch the full conversation: https://bit.ly/47NCFK9

If the headlines have you wondering how all of this affects your financial strategy, let's talk.

10/09/2026

Last Saturday, our Edward Jones team was proud to participate in the Aberdeen Walk to End Alzheimer's. 💜

The rain may have arrived halfway through the walk, but so did the proof of what this community is all about. With teammates, family members, and friends walking alongside us, we truly showed up for a cause that means so much to so many.

Thank you to everyone who came out and took every step with us, rain and all. ☔💜

10/07/2026

October is Breast Cancer Awareness Month—a time to stand with survivors, honor those we’ve lost and support the millions of individuals and families affected by breast cancer. This month, we encourage conversations, screenings and shared strength—because no one should face breast cancer alone.

10/05/2026

No two of my clients are alike. That’s why you have choices at Edward Jones.

As your financial advisor, I can help you understand how we'll work together and which of our offerings can best meet your preferences and needs.

Explore your options at the page linked below. Then reach out to start a conversation — we’re here to help.

https://bit.ly/4zgq51Y

10/01/2026

Many people assume financial confidence comes with age. In my experience, it's not quite that simple.

New research from Edward Jones and Gallup shows that people across generations share concerns about their financial future. Younger adults are often working to build wealth, while older adults are focused on making their savings last. But both are looking for greater peace of mind about what's ahead.

That's one reason I enjoy helping clients create personalized strategies that align with their goals and priorities, both today and as their needs evolve over time.

Read more from Gallup: https://bit.ly/47ehukt



Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

Older adults are much more confident than younger adults in managing their current finances. Confidence in managing future finances, however, differs less by age.

09/29/2026

As the third quarter comes to an end, three numbers are moving markets — $100 oil, a 5% yield on the 10-year Treasury, and 35% earnings growth. Two are headwinds, and one is the reason the market hasn’t buckled. Senior Global Investment Strategist Angelo Kourkafas breaks down each number and what it means for your portfolio.

09/25/2026

Strong corporate earnings continued to support stocks, even as interest rates climbed higher. Rather than trying to predict exactly where rates go next, consider focusing on diversification, goal alignment and opportunities to build portfolio resilience.

Learn more in our September Monthly Portfolio Brief: https://bit.ly/4AyBwDw

09/23/2026

This weekend, members of our Edward Jones team had the privilege of participating in the Rapid City Walk to End Alzheimer's. For many of us, the cause is deeply personal. We've had family members affected by Alzheimer's, and we know that many of our clients and their loved ones have faced the same difficult journey.

The walk brought a mix of emotions, from reflection and remembrance to hope and determination. It was a powerful reminder that behind every diagnosis is a family, a story, and a community committed to making a difference. We were honored to walk alongside others who share the goal of a future without Alzheimer's.

Join us on October 3rd for the Aberdeen Walk to End Alzheimer's! Members of our team will be walking, and we'd love to stand alongside our community in support of those impacted by this disease. Every step brings us closer to a world without Alzheimer's. 💜