Edward Jones - Financial Advisor: Heather Krause

10/12/2026

Your alarm clock can retire… your bills have other plans! ⏰💸

Join Business Boomers BNI for featured presenter Edward Jones - Financial Advisor: Heather Krause, as she shares “Retirement Is a Paycheck Problem.” Learn how savings can become retirement income—and how planning ahead can help you feel more prepared for market ups and downs.

Know someone getting closer to retirement? Invite them to join us! 🤝

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/47kCSEy

10/08/2026

10/08/2026

Turns out engineers are pretty good at designing wealth, too. 😉📐💰

I had such a fun evening with this incredible group from the Society of Women Engineers, talking about how to Engineer Your Financial Future.

We talked investing, student loans, Roth vs. traditional, lifestyle creep, compound growth—and most importantly, designing the life you want first, then giving your money a job to help you build it.

One of my favorite reminders from the night:

“Your future self is not saving you. You are saving her.” 💙

Thank you to SWE of Baton Rouge, SWE of LSU, & SWE Southern University for inviting me and to all of these amazing women for the great questions, conversations and laughs!

Special thanks to Chef Celeste for catering!

Engineers solve problems. Wealth is just another system to design. ⚙️💪🏼

10/05/2026

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/46XfHjw

10/04/2026

Your credit score is more than just a number. It's one of the foundational building blocks of your financial life.

From qualifying for a mortgage to securing better interest rates, a strong score creates options. And options give you flexibility to pursue the goals that matter most.
The good news is building and maintaining healthy credit is straightforward when you know what drives it. The habits you establish today make borrowing easier and less costly down the road.

If you'd like to talk through how your credit picture fits into your broader financial strategy, let's connect.



Content provided by Edward Jones

10/02/2026

I enjoyed reading this recent Kiplinger article featuring our Head of Wealth Management and Field Management, David Chubak. One point that stood out to me is how many families are balancing long-term goals with desire to support loved ones today.

It’s something that often comes up in conversations with clients, whether it’s helping adult children with housing expenses, student debt or other financial challenges. As David notes, "The reality is we live in an age of financial uncertainty and anxiety like no other." Having open conversations and a thoughtful plan can help families navigate those decisions with greater confidence.

Read the article here: https://bit.ly/4hyIAXZ

What financial lesson or value do you hope to pass along to the next generation?

Passing down the wealth you've built over a lifetime, with wisdom and grace, is good. Passing on your values along with the money? Even better.

09/30/2026

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.

09/28/2026

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/4z2nxEv

09/28/2026

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/4AB9R4J



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.