Edward Jones - Financial Advisor: George Soulayrac

10/17/2026

Higher interest rates have created new challenges for investors, but they may also be creating new opportunities. As bond yields reach levels not seen in decades, it may be time to take a fresh look at the role bonds can play in generating income, managing risk and supporting long-term goals.

Learn more in our October Monthly Portfolio Brief: https://bit.ly/4zB1lkS

10/16/2026

Executive compensation can be complex. I can help you make informed decisions about your financial future — let’s talk about your options.

10/15/2026

The recently announced 2027 Social Security cost-of-living adjustment (COLA) may provide added flexibility for some retirees. But understanding how changes to Social Security fit into your overall retirement income strategy is just as important as the increase itself.

If you're thinking about how Social Security, portfolio withdrawals and other income sources work together in retirement, I'm here to help you evaluate your options and create a strategy that aligns with your goals. Click to read more in the article below:

Social Security announces 2027 cost-of-living adjustment for benefits

10/15/2026

On May 12, the House Ways and Means Committee released the initial draft of the reconciliation bill. We break down what's entailed and timeframe considerations.

Read our take on the new Federal Tax Bill , and what it means for investors.

10/15/2026

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/4zDFfyv

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

10/14/2026

Interested in growing your practice?

Experience Edward Jones firsthand and discover how to take your business to the next level.

Join us November 4-6 for our exclusive Due Diligence Event at New York Marriott Marquis.

Register: https://bit.ly/4ypvRNM

10/14/2026

A successful business exit often starts well before a sale or transition. I can help you consider key financial planning strategies to prepare for what comes next — let’s talk about your vision.

10/12/2026

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/4dCsA6d

10/11/2026

Building wealth takes thoughtful planning. I help families in our community develop strategies to manage wealth today while preparing future generations for tomorrow. Reach out to learn more.

10/09/2026

Learn how thoughtful planning can help you navigate stock options, RSUs and executive compensation decisions. Reach out to start the conversation.