Edward Jones - Financial Advisor: Pete Carr

Edward Jones - Financial Advisor: Pete Carr *** Focus: Individual and family wealth strategies *** We are all overwhelmed with sources of financial information and advice.

Sifting through to determine what applies specifically to you and your family can be difficult and time consuming. Drop down menus do not, and cannot, factor in the most important aspects of what makes your family unique. Each family should be prepared to face varying types of risks; it may be an expensive illness, an unexpected death or accident. It could be a job loss, a special needs family mem

ber or perhaps an heir who is a spendthrift. Likewise, each family has different views of what financial success means. For some, it may be leaving their children and grandchildren financially secure for life. For others, it could be world travel during retirement, a vacation home to enjoy or leaving a legacy to charitable purposes. Whatever their priorities are, the families who have chosen to partner with me all share some traits in common:

- They want an experienced professional who is readily accessible to act as their family’s financial confidante offering unbiased guidance in a straightforward manner.

- They want a financial advisor who is knowledgeable about overall wealth and financial strategies. Someone who does more than just recommending specific investments or insurance products.

- They want someone who encourages collaboration with professionals such as their CPA, attorney, P&C insurance brokers and others.

- They want to be sure they are managing risks, structuring investments and leaving a legacy by passing on their remaining assets in the most effective and efficient manner.

- Most of all, they want a person who conducts themselves with the highest levels of ethics and integrity to guide their family’s wealth strategies – both today and for future generations. If this sounds like the type of relationship you and your family could benefit from, I encourage you to contact me for a conversation. You can reach me at (913) 856-8846 or [email protected].
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Even though 32% of Americans experience are financially stressed and money is a constant source of pressure, 73% are usi...
06/24/2026

Even though 32% of Americans experience are financially stressed and money is a constant source of pressure, 73% are using the internet as a source of financial advice, and largely managing their finances alone. This is where a financial advisor can make a difference. Research shows that financially fulfilled adults are 4.3x more likely to work with a financial advisor compared to financially stressed adults.

If financial stress is something you’re dealing with on your own, you don’t have to. Let’s talk through where you are and where you want to go.

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

After months of expected interest rate cuts, the Federal Reserve is shifting its focus back to managing inflation. This ...
06/22/2026

After months of expected interest rate cuts, the Federal Reserve is shifting its focus back to managing inflation. This "higher-for-longer" interest rate environment may present compelling opportunities in short-term fixed income, while equities can continue to be supported by strong and broadening earnings growth. Brian Therien, Investment Strategist, explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4vp8G5o

The majority of Americans are either conflicted or stressed about their finances, but it doesn’t have to be that way. Wh...
06/17/2026

The majority of Americans are either conflicted or stressed about their finances, but it doesn’t have to be that way. When your finances reflect what matters most to you, everything feels a little more in sync.

That’s why confidence is just as important as the numbers. If you’ve been wanting more clarity, let’s talk.

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

As the market navigates a tech rotation and highly anticipated public offerings, investors are seeing a shift toward bro...
06/15/2026

As the market navigates a tech rotation and highly anticipated public offerings, investors are seeing a shift toward broader market participation. Angelo Kourkafas, Senior Global Investment Strategist, explains how this could impact investors in our Weekly Market Wrap.

https://bit.ly/4gm5sLh

More than half of Americans feel financially conflicted. But those who feel financially fulfilled? They’re healthier, mo...
06/09/2026

More than half of Americans feel financially conflicted. But those who feel financially fulfilled? They’re healthier, more connected and more in control of their future.

That’s the difference a thoughtful plan can make. Let’s talk about what a customized plan could look like for you.

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

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driv...
06/08/2026

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driven inflation have meaningfully shifted the outlook toward potential policy tightening — creating a more complex backdrop for equities and fixed income alike. Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4e8xnf5

Edward Jones’ new research with Gallup shows something powerful: Only 16% of Americans are financially fulfilled, meanin...
06/02/2026

Edward Jones’ new research with Gallup shows something powerful: Only 16% of Americans are financially fulfilled, meaning their finances support the life they want. But financial wellbeing isn’t defined by income or net worth alone. It’s driven by confidence, alignment with personal values and a sense of security and direction.

If this is something you’d be interested in, let’s connect. I’m here to help you make your money work for you.

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

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an ac...
06/01/2026

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an accelerating AI investment and robust corporate profit growth, reinforcing the constructive case for equities. However, elevated inflation may keep rate cuts off the table and limit near-term progress in bond markets.

Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4ee0E9o

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain thei...
05/26/2026

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain their recent momentum. Senior Global Investment Strategist Angelo Kourkafas provides insights into why yields are rising, why today’s inflation backdrop differs from 2022, and what higher rates may mean for portfolios in the latest Weekly Market Wrap.

https://bit.ly/49qWIzw

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