Edward Jones - Financial Advisor: Lacy Phelps

Edward Jones - Financial Advisor: Lacy Phelps Intergenerational Planning | Socially Conscious Investing | Wealth Strategies | LGBT Finances

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08/27/2026

How long can the AI cycle last? What could derail the stock market from here? Our Principal, Head of Investment Strategy Mona Mahajan joined CNBC Squawk Box to discuss key questions for investors.

Watch the full interview: https://bit.ly/4y3SkjF

We're proud to share that Edward Jones has been named to the 2026 PEOPLE®️ Companies that Care list.This recognition ref...
08/26/2026

We're proud to share that Edward Jones has been named to the 2026 PEOPLE®️ Companies that Care list.

This recognition reflects our firm’s commitment to supporting associates, serving clients, and strengthening the communities where we live and work.

At the heart of that commitment is a shared belief that when people are supported to do their best work, the impact extends well beyond the workplace. It's reflected in the way colleagues show up for one another, help clients work toward what matters most, and give their time and talents to their communities.

We’re honored by this recognition and the opportunity to contribute to the culture of care that made this recognition possible.

Disclosure: 2026 People Companies that Care, published People Magazine September 2026, research by Great Places to Work, data as of August 2025. Compensation provided for using, not obtaining, the rating.

https://bit.ly/4qA4yxT

The AI infrastructure boom is transforming the technology sector and changing how corporate bond markets evaluate risk, ...
08/26/2026

The AI infrastructure boom is transforming the technology sector and changing how corporate bond markets evaluate risk, leverage and return potential.

Senior Fixed Income Analyst Brian Therien explains what this can mean for fixed income investors in our Monthly Fixed-Income Focus.

https://bit.ly/4gDrCaJ

Learn more https://bit.ly/3UCtsB3 A successful business exit often starts well before a sale or transition. I can help y...
08/25/2026

Learn more https://bit.ly/3UCtsB3 A successful business exit often starts well before a sale or transition. I can help you consider key financial planning strategies to prepare for what comes next.

08/25/2026

One thing I've learned from working with clients is that people's experiences with today's economy can look very different.

While headlines and economic data provide important context, the conversations I'm having often reveal a more personal perspective on financial confidence, concern and opportunity.

That's why I found the insights in Edward Jones' Pulse of North America series so valuable.

🔍 In this discussion, Edward Jones Senior Economist James McCann and Financial Advisor Daniel Klug explore the K-shaped economy and the different ways households are experiencing the current environment.

📊 Among the findings from research conducted in partnership with Gallup:
• 8 in 10 Americans report some level of financial stress or uncertainty.
• More than half fall in the "conflicted middle" – making financial progress while remaining concerned about what's ahead.

▶️ Watch the full conversation: https://bit.ly/4qDfpr4

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

Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withst...
08/24/2026

Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withstand elevated rates. Despite the potential for seasonal volatility, resilient economic activity and strong corporate earnings support a constructive backdrop for equities.

Investment Strategist Brock Weimer explains what’s behind the move higher in long-term yields in the latest Weekly Market Wrap.



https://bit.ly/4gp669m

Learn more https://bit.ly/3Ug7t2O Executive compensation can be complex. I can help you make informed decisions about yo...
08/24/2026

Learn more https://bit.ly/3Ug7t2O Executive compensation can be complex. I can help you make informed decisions about your financial future.

Learn more https://bit.ly/3SqjB0s Your wealth can help support the people and causes that matter most. I can help you pl...
08/23/2026

Learn more https://bit.ly/3SqjB0s Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a strategy around your legacy goals.

https://bit.ly/3UeiXDX Your business represents years of hard work and dedication. I can help you think through successi...
08/23/2026

https://bit.ly/3UeiXDX Your business represents years of hard work and dedication. I can help you think through succession, transition planning and strategies to help support your long-term goals.

https://bit.ly/4qGbJVp Learn how thoughtful planning can help you navigate stock options, RSUs and executive compensatio...
08/22/2026

https://bit.ly/4qGbJVp Learn how thoughtful planning can help you navigate stock options, RSUs and executive compensation decisions.

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