Edward Jones: Financial Advisor-Stacey Koeppen

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Edward Jones: Financial Advisor-Stacey Koeppen What I want for my clients is financial independence. That moped represented an important sense of freedom in shaping my junior high social life!

My first tiny taste of this came at the early age of 13 when I chose to buy a moped using money saved from selling night crawlers out of my parents' garage. I am fortunate to come from three generations of loyal Edward Jones clients. My dad retired from Maytag, and as a kid, I often received a gift of Maytag stock in my Christmas stocking. After graduating from Iowa State University, I sold that stock to buy my first car. My parents and I still talk openly about financial goals and strategies. The loss of my brother to cancer at age 54 serves as a reminder of the importance of planning with trusted advisors. The financial history I share with my family is what led me to join Edward Jones in 2013. I love working one-on-one with people and families to help them understand long-term investing. My talented business partner, Molly Bender, and I have more than 20 years of industry experience, and we help people organize their finances, build wealth, protect it and pass it efficiently to the people or causes they care about most. We use a proven 5-step process that helps clients feel understood, informed, in control and secure in all aspects of their financial life. I am a Central Iowa girl who loves to travel and loves to come home. My roots are in Iowa farming, hard work and leaving your community better than you found it. I love the comfort of family traditions and the excitement of a new adventure. Outside of the office, I also enjoy serving my community. In the past five years, I have chaired the Ankeny Chamber's SummerFest Parade, revamped the Ankeny Rotary Club's annual fundraiser and helped to start the fundraising group, 100 Women Who Care Ankeny. Stop by the office or give me a call. Member SIPC.
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Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing quest...
10/26/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/4yF7cEX


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

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-ori...
10/19/2026

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-oriented and more defensive sectors amid concerns about rates, debt levels and growth expectations.

Mona Mahajan, Head of Investment Strategy, shares her perspective on what's driving the recent market rotation, why the broader fundamental backdrop remains constructive, and what it could mean for investors in the latest Weekly Market Wrap: https://bit.ly/4k5sE2f

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previo...
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This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previous ones, and does it still have room to run?

Angelo Kourkafas, Senior Global Investment Strategist, shares his perspective on what's helping sustain this bull market and what investors should watch next in the latest Weekly Market Wrap: https://bit.ly/3UmSi8j

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consum...
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Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consumer spending and growing corporate profits point to an economy that remains on solid footing.

Investment Analyst Brock Weimer shares insights from market history, exploring how stocks have performed following sharp increases in bond yields and what those trends may signal for investors in the latest Weekly Market Wrap: https://bit.ly/3U8SvvJ

Bond yields recently climbed to their highest levels in decades as investors weighed sticky inflation, booming AI invest...
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Bond yields recently climbed to their highest levels in decades as investors weighed sticky inflation, booming AI investment and robust economic growth. In this evolving environment, higher interest rates are creating new opportunities in fixed income while shifting market leadership across equities.

Senior Economist James McCann shares his perspective on how investors can navigate today's higher-rate environment in the latest Weekly Market Wrap: https://bit.ly/3VfuwLO

The Fed raised interest rates for the first time in three years, as widely expected. While the announcement prompted an ...
09/22/2026

The Fed raised interest rates for the first time in three years, as widely expected. While the announcement prompted an initial market reaction, resilient economic growth, strong corporate earnings and continued consumer spending could help support equities, even if interest rates move somewhat higher. Meanwhile, higher short-term bond yields may create new opportunities for investors seeking income.

Brian Therien, Investment Strategist, shares his perspective on what a more hawkish Fed policy could mean for investors in the latest Weekly Market Wrap: https://bit.ly/4roxXf5

Rising oil prices and a hotter-than-expected CPI report have strengthened expectations for potential Fed rate hikes as w...
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Rising oil prices and a hotter-than-expected CPI report have strengthened expectations for potential Fed rate hikes as we head into what is likely to be the year's most closely watched Federal Reserve meeting.

Angelo Kourkafas, Sr. Global Investment Strategist, shares his perspective on whether this is the start of a longer policy tightening path, and what it could mean for portfolios in the latest Weekly Market Wrap.



https://bit.ly/4xmYwCA

Investors will be closely watching the September Federal Reserve interest rate decision. What factors are the voting mem...
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Investors will be closely watching the September Federal Reserve interest rate decision. What factors are the voting members of the FOMC likely to weigh?

Our Principal, Head of Investment Strategy Mona Mahajan digs into three in our latest Weekly Market Wrap: https://bit.ly/4A3oOw6

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided ...
08/31/2026

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided greater clarity on the Fed's inflation-fighting priorities. Despite seasonal headwinds, the fundamental backdrop for equities remains constructive.

Angelo Kourkafas, Sr. Global Investment Strategist, discusses the latest developments in AI, Fed policy, and markets in this week's Weekly Market Wrap.



https://bit.ly/4y9CSCH

Proactive estate planning helps you and your family stay ahead of complexity, preserve wealth and ensure assets are tran...
08/28/2026

Proactive estate planning helps you and your family stay ahead of complexity, preserve wealth and ensure assets are transferred according to your wishes. At Edward Jones, we can help you with tax-aware strategies and estate-planning insights, based on your family's goals.

Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation.

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1210 NW 18th Street, Suite 120
Ankeny, IA
50023

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