Edward Jones-Financial Advisor: Kay Carter

09/03/2026

A business retirement plan does more than help your employees save — it signals you are invested in their future. It's also a powerful way to attract and keep the people who help your business grow.

Here's our business owners hub

09/02/2026

Ready to be your own boss? Owning your own business can be as challenging as it is fulfilling. Prepare mentally and evaluate the legal and tax changes you’ll experience as you transition to working for yourself.

Learn more about the basics of entrepreneurship From Edward Jones and EVERFI

09/01/2026

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/4h2TDJU

08/31/2026

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided greater clarity on the Fed's inflation-fighting priorities. Despite seasonal headwinds, the fundamental backdrop for equities remains constructive.

Angelo Kourkafas, Sr. Global Investment Strategist, discusses the latest developments in AI, Fed policy, and markets in this week's Weekly Market Wrap.



https://bit.ly/4qMajbP

08/30/2026

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/4xEnvlR

08/29/2026

Did you know that starting your retirement planning early can make a significant difference to your financial future? Whether you’re just beginning your career or approaching retirement, a well-structured plan can help you achieve the lifestyle you desire.

Let’s work together to build a custom roadmap for your goals. Message me today to set up a time to discuss your options.

08/28/2026

Online shopping can be incredibly convenient. With all the websites you visit though, it’s more important than ever to know how to protect your personal information. We have some quick tips to help you do just that.

Learn how to protect your identity and personal information. From Edward Jones and EVERFI

08/27/2026

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.

08/26/2026

Caregiving touches every part of life, including finances.

For families supporting someone with Alzheimer’s or dementia, the emotional and financial responsibilities often grow over time.

As a financial advisor, I help caregivers navigate the financial side—planning for care costs, organizing resources and easing some of the burden—so they can focus on caring for the person they love.

08/25/2026

Unlock your Financial Freedom with lessons designed to help your holistic financial health.

Learn more about how you can develop healthy financial habits needed for financial well-being. From Edward Jones and EVERFI