Edward Jones-Financial Advisor: Katherine Bailey

11/03/2026

As a financial advisor, I've seen firsthand how caregiving can create complex financial decisions for families. Business Insider explores Edward Jones research with Age Wave and The Harris Poll on the "generosity paradox" many caregivers experience as they support loved ones financially while striving to protect their own long-term financial security.

If caregiving is part of your journey now or may be in the future, I'd welcome the opportunity to help you plan for it.

Read the full Business Insider article: https://bit.ly/4zuvoeC

Download the Financial Impact of Caregiving report: https://bit.ly/4iWMQlW



Source: Edward Jones and Harris Poll, in partnership with Age Wave, 2026.

11/02/2026

On race day, every move is planned, every decision considered. Your financial future deserves the same approach. As the Official Private Wealth Management Partner of McLaren Racing, Edward Jones is invested in your drive. Reach out to my office today, and let’s make a financial plan that helps put you in the driver’s seat.

McLaren Racing Limited is not a current client of Edward Jones. McLaren was compensated for this endorsement. For more information, visit edwardjones.com/racing?utm_term=917864&utm_source=facebook&utm_medium=social_media&utm_content=3351022&c3nid=917864_facebook_3351022&c3ch=BranchSocialMedia&EID=MDAwMDAwMTUyODg3MA%3D%3D.

11/01/2026

As someone who works closely with families, I know just how deeply caregiving can impact your time, your wellbeing and your vision and plans for your future. Our new Financial Impact of Caregiving Report, highlights what caregivers are experiencing and the support that can make a meaningful difference.

Hear what caregivers are saying: https://bit.ly/4e6I8Q6



Source: Edward Jones and Harris Poll, in partnership with Age Wave, 2026.

10/31/2026

Happy Halloween from little Penny and all her friends. 🎃

10/31/2026

Trick or treat! Wishing everyone a safe and spooktacular Halloween.

10/30/2026

Financial fulfillment is about more than money. It's having confidence in your future, being prepared for the unexpected, and feeling in control of your financial life.

Research from Edward Jones and Gallup found that financially fulfilled individuals often:
• Have an emergency fund
• Follow a retirement strategy
• Save for major goals
• Have an estate plan
• Work with a financial advisor

Financial fulfillment may be closer than you think. Let's talk about the steps that can help you get there.



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

Content provided by Edward Jones

10/30/2026

What might the recent AI-driven market selloff mean for investors? Edward Jones Senior Global Strategist Angelo Kourkafas joins Bloomberg to unpack the drivers behind the recent market moves, explain what's happening beneath the headlines, and share perspective on maintaining a long-term investment focus amid volatility.

Watch the full conversation: https://bit.ly/3WdGqWU

10/29/2026

Buying vs. Renting. Which is the better financial decision? It’s a question that many people are asking themselves and the honest answer is ... it depends. Before you start browsing listings, the two questions worth sitting with are can I afford to buy? And, just as importantly, should I?

The right answer isn't the same for everyone. It depends on your situation, your budget and how long you plan to stay.

If you'd like to talk through what may make sense for your situation, I'm here to help.



Content provided by Edward Jones

10/29/2026

Capital gain distributions can catch investors off guard, especially in taxable accounts. As year-end approaches, it's important to understand how these distributions work, potential tax implications and strategies that may help you manage them.

Reach out if you'd like to discuss how these considerations fit into your overall financial plan.

Learn more:

Capital gain distributions: What to know before year end

10/28/2026

Apparently National Furbaby Day made an appearance this week. Here is a photo of our favorite fur-baby in celebration. 🐾