Edward Jones: Financial Advisor-Kate Ferguson

Edward Jones: Financial Advisor-Kate Ferguson Helping individuals achieve their goals through strategic planning and asset allocation strategies.

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06/09/2026

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/3RX1Sxe

Many retirees look forward to traveling more in retirement — and the most enjoyable trips often start with a plan. Think...
06/05/2026

Many retirees look forward to traveling more in retirement — and the most enjoyable trips often start with a plan. Thinking ahead about how you want to travel, budgeting for the unexpected and prioritizing comfort can make a big difference in both cost and enjoyment.

With fewer calendar constraints and greater flexibility, travel may suddenly feel more possible in retirement.www.edwardjones.com/us-en

06/03/2026

Not only can your HSA help enhance your health care savings, but it can function as a powerful tool for your retirement strategy. Here are five common myths about this unique account.

https://bit.ly/4fpI8fj

If your home has been damaged, you don’t have to face the financial decisions alone. I can help you understand how to ha...
06/02/2026

If your home has been damaged, you don’t have to face the financial decisions alone. I can help you understand how to handle unexpected costs, and where to find support, so you can start regaining your footing with confidence.

When disaster strikes: 4 steps to take when your home takes a hitwww.edwardjones.com/us-en

With Kevin Warsh confirmed as Fed chair, attention is turning to what comes next. We explore what the shift could mean f...
05/29/2026

With Kevin Warsh confirmed as Fed chair, attention is turning to what comes next. We explore what the shift could mean for investors and the fixed-income landscape.

Find out what’s impacting fixed income, including bonds and cash, as well as strategies for disciplined investors to consider.www.edwardjones.com/us-en

For business owners, succession and exit planning isn’t a one time event—it’s a process. The earlier the conversation st...
05/27/2026

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/4v5RXDQ

Welcome to the team Charlie. Looking forward to working with you this summer!!
05/26/2026

Welcome to the team Charlie. Looking forward to working with you this summer!!

High-interest debt can feel overwhelming, but a clear plan can change that. As a financial advisor, I work with clients ...
05/26/2026

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.

This Memorial Day, we honor the men and women who laid down their lives in service to our country.
05/24/2026

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

Large IPOs can come with a lot of fanfare. But in the early days of public trading, it can be difficult to separate long...
05/22/2026

Large IPOs can come with a lot of fanfare. But in the early days of public trading, it can be difficult to separate long-term fundamentals from short-term momentum.

We break down what history shows about IPO performance – and share key considerations to help investors stay grounded in the fundamentals:

Initial public offerings (IPOs) tend to attract a lot of investor interest, especially when the company is large and well-known. The excitement can be tempting, but it doesn't always lead to strong investment results. We encourage investors to look beyond the headlines and focus on whether the share...

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