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Edward Jones-Financial Advisor: Kate Somerville

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11/02/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/4BzNmO9

A summary of last week's market highlights and economic news.

10/31/2026

Trick or treat! Wishing everyone a safe and spooktacular Halloween.

10/29/2026

The market story is often bigger than the headlines. Our Quarterly Market Outlook looks beyond the headlines and provides Edward Jones’ perspective on the economy, the markets, and what it may mean for your portfolio.

Learn more here: https://bit.ly/4f2c5B0

Our investment strategists provide Edward Jones’ perspective on the economy and the markets, and what it may mean for your portfolio.

10/28/2026

For many people, a workplace retirement plan is where their investing journey begins. That's why we're continuing to invest in workplace retirement solutions that help financial advisors support business owners and employees as they work toward greater financial fulfillment. Learn more: https://bit.ly/4zeQv4B

With new retirement plan management solution, Edward Jones will equip financial advisors to best serve business owners and their employees.

10/27/2026

Retirement planning isn't just about saving. It's about knowing what you're saving for. If you're within 5–10 years of retirement, these five questions are worth considering:

- When do you want to retire?
- How do you want to spend your days?
- Where do you want to live?
- What will your lifestyle cost?
- Does your plan include giving back?

Your answers are just the starting point. The next step is aligning them with a financial strategy built around the life you actually want. Ready to get started? Let’s talk.

Content provided by Edward Jones

10/26/2026

An important part of protecting your financial future is staying vigilant against fraud and cyber threats. This Cybersecurity Awareness Month, I encourage you to stay vigilant, protect sensitive information and be aware of common scams that continue to evolve. If you have questions about fraud prevention or protecting your financial information, I'm always available to help.

In the meantime, I invite you to explore more resources and guidance here: https://bit.ly/4jH4WcL

10/23/2026

Higher interest rates have created new challenges for investors, but they may also be creating new opportunities. As bond yields reach levels not seen in decades, it may be time to take a fresh look at the role bonds can play in generating income, managing risk and supporting long-term goals.

Learn more in our October Monthly Portfolio Brief: https://bit.ly/4Bu5E3A

10/22/2026

Many of the conversations I'm having with clients right now start in the same way – with the news. Clients see market-driven headlines and ask: "How does this affect me and my life?"

In a recent Bloomberg interview, our Managing Partner Penny Pennington discusses how financial planning can help investors look beyond today's market noise and stay focused on their goals.

Watch the full conversation: https://bit.ly/3VUcIWR

If the headlines have you wondering how all of this affects your financial strategy, let's talk.

10/21/2026

Is how you’re living your life helping to build the future you want? We recommend taking a look at the four life pillars: health, purpose, family and finances.

Reach out to me for a copy of the new Life Pillars guide by Edward Jones. Then let’s discuss what matters most to you.

Read more: https://bit.ly/4sjJuwv

10/20/2026

Rich is savoring the moments that matter. We can personalize solutions for your unique needs and goals to help you enjoy a life you love. We're here to help.

https://bit.ly/4ieZmfh

Address

4311 E Baseline Road A103
Gilbert, AZ
85234

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+16028076617

Website

https://www.edwardjones.com/us-en/financial-advisor/kate-somerville

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