Edward Jones - Financial Advisor: Lacy Phelps

09/29/2026

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/4AB5hnj

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/3TX2WCu

09/25/2026

I can help you explore strategies for managing equity compensation, diversification and long-term wealth planning. Let’s talk about your options.

09/24/2026

Now that your business is heading in the right direction, it’s a good time to consider your financial future.

Read through your options

09/23/2026

With tax season upon us, now is a good time to evaluate how your Social Security benefits contribute to your overall tax liability.

An older retired couple reviewing their finances on an ipad

09/23/2026

I help simplify complex financial needs for business owners in our community like you. Your success is my priority — let’s find time to connect.

09/22/2026

Strong corporate earnings continued to support stocks, even as interest rates climbed higher. Rather than trying to predict exactly where rates go next, consider focusing on diversification, goal alignment and opportunities to build portfolio resilience.

Learn more in our September Monthly Portfolio Brief: https://bit.ly/4rskZgi

09/22/2026

The Fed raised interest rates for the first time in three years, as widely expected. While the announcement prompted an initial market reaction, resilient economic growth, strong corporate earnings and continued consumer spending could help support equities, even if interest rates move somewhat higher. Meanwhile, higher short-term bond yields may create new opportunities for investors seeking income.

Brian Therien, Investment Strategist, shares his perspective on what a more hawkish Fed policy could mean for investors in the latest Weekly Market Wrap: https://bit.ly/4iH9EXt

09/18/2026

Market headlines got you worried? Staying focused on what you can control can help you feel more at ease. And one of the ways to do that is by diversifying your investment portfolio.

Diversification can't guarantee profits or prevent losses, but it can help manage risk and smooth out some of the ups and downs that can come with investing. However, diversification isn't one-size-fits-all. The right approach depends on your goals, timeline and comfort with risk.

If you'd like to talk about your portfolio or have questions about navigating today's market environment, I'm here to help.



Content provided by Edward Jones

09/18/2026

From stock awards to tax strategies, I can help simplify your executive compensation. Reach out to see how we can work together.