Edward Jones- Financial Advisor: Lindsey Oldre

06/10/2026

Markets continue to climb on strong earnings and improving global sentiment, but what does that mean for your portfolio?

Investment Strategy Analyst Brock Weimer breaks down what’s fueling the rally and why staying diversified and anchored to your long term goals may matter more than trying to time market peaks.

https://bit.ly/43nOKDQ

06/08/2026

What now? That’s the question many investors are asking following a sharp selloff in AI and semiconductor stocks. On Bloomberg’s “The Close,” our Principal, Head of Investment Strategy Mona Mahajan breaks down the key forces shaping the markets – from cooling tech momentum to a rebound in the labor market – and how that may shape investment decisions.

Watch the full interview: https://bit.ly/4uTaaVr

06/05/2026

Don't know the difference between a traditional and a Roth IRA, or which one makes the most sense for you? Visit our Financial Fitness site to learn which is which, and whether either makes sense for your financial strategy.

Learn about the features, benefits, and different types of IRAs as tools for retirement savings. From Edward Jones and EVERFI

06/03/2026

For business owners, succession and exit planning isn’t a one time event—it’s a process. The earlier the conversation starts, the more options you often have.

If protecting both your legacy and your life beyond the business matters to you, feel free to reach out so we can get the conversation started.

Learn more here: https://bit.ly/4uky6jr

06/01/2026

Caring for an aging loved one can mean juggling doctor visits, navigating paperwork and adapting to evolving financial needs. But you don’t have to manage it on your own. I can help you plan for the long term so you feel confident in the decisions you’re making. If this sounds helpful, I’d would be happy to walk through your options.

05/29/2026

It’s 5/29 or 529 Education Savings Day. Take this as your cue to learn more about your options to save for your children’s, family members’ or even your own future education. But you don’t have to go on this education finance journey alone — contact me with any questions. Together, we can craft a strategy to help you meet your goals.

Learn more here: https://bit.ly/3PtoQeE

05/27/2026

High-interest debt can feel overwhelming, but a clear plan can change that. As a financial advisor, I work with clients to create strategies that fit their lives and their goals. Ready to get started? Let’s talk.

05/25/2026

This Memorial Day, we honor the men and women who laid down their lives in service to our country.

05/22/2026

High-interest debt doesn’t have to define your financial path. As a financial advisor, I help clients take control with personalized strategies designed for lasting confidence. If this is something you’re interested in, let’s talk.

05/20/2026

Conflict-driven market swings grab attention, but they rarely change the long-term trajectory. Here’s a clear look at what history has shown time and again.

Staying invested despite geopolitical events can pay off in the long run.