Edward Jones - Financial Advisor: Rachel L Conley

10/16/2026

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

10/14/2026

Yesterday we picked up seeds for the elementary school garden club so the kids could get them in the ground this morning before the rain arrived.

I’m excited to support these young gardeners as they plant, learn, and watch their fall and winter gardens flourish!

10/13/2026

This afternoon, we stepped away from our day-to-day responsibilities to focus on the future. During our 2027 planning meeting, we took time to visualize where we want to go and develop an action plan for how we’ll continue serving our clients at the highest level.

Just like we encourage our clients to regularly evaluate where they are and where they want to be, we believe it’s important to do the same as a team. We’ll have another strategy session before year end, but today was an important step in aligning our goals and preparing for what’s ahead.

09/21/2026

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/4yU0qMp



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.

09/17/2026

Bond yields have moved higher, driven by expectations for tighter Fed policy, persistent inflation, and an increased supply of government and corporate bonds.

Senior Fixed Income Analyst Brian Therien explains how higher yields could set the stage for stronger fixed income returns ahead in our Monthly Fixed-Income Focus.

https://bit.ly/3V25VK8

08/19/2026

This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you should never pay money in order to get money. If you believe an offer is legitimate, discuss it with a family member or trusted friend to gain an outside perspective.

08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/462arue

08/11/2026

I’m excited to announce that I have been recognized among the 2026 Forbes | SHOOK® Best-in-State Next-Gen Wealth Advisors.

Disclosures: 2026 Forbes | SHOOK® Best-in-State Next-Gen Wealth Advisors for TX, published August 2026, research by SHOOK® Research LLC, data as of March 2026. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback.

The rating is based on an algorithm of qualitative criteria gained through interviews with the financial advisor, quantitative data such as revenue trends and assets under management, and other factors including compliance records, industry experience and client retention.