Edward Jones-Financial Advisor: Katie Schwartz

09/07/2026

Labor Day is more than just a day off work—it’s a moment to recognize the dedication, passion and effort that power our communities every day. Thank you to all who contribute their talents and hard work. Wishing you a well earned, relaxing holiday.

09/04/2026

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.

09/02/2026

Wednesday's Useless Knowledge
"Justin Bieber's favorite food is spaghetti and meatballs."

08/31/2026

A Clearer Path into September

https://www.edwardjones.com/us-en/market-news-insights/stock-market-news/stock-market-weekly-update

08/28/2026

Planning isn’t a luxury. It’s a necessity.

As a financial advisor with the CERTIFIED FINANCIAL PLANNER®️ certification, I see firsthand how growing complexity, shifting retirement expectations and generational wealth changes are driving the need for more thoughtful planning. The best time to start isn’t just at major milestones, it’s in the moments in between.

If you’ve been thinking about what’s next, now is a great time to start the conversation.

CFP Board owns the marks CFP®️, CERTIFIED FINANCIAL PLANNER®️ and CFP®️ (with plaque design) in the U.S.

08/26/2026

In honor of National Dog Day....
Wednesday's Useless Knowledge
"All dogs are descendants of wolves."

08/24/2026

A roller-coaster week for rates: Separating opportunity from risk

https://www.edwardjones.com/us-en/market-news-insights/stock-market-news/stock-market-weekly-update

08/21/2026

If you’re thinking about how to create steady income in retirement, an annuity may be worth considering. It can help cover essential expenses and add predictability to your plan — especially when markets fluctuate. If you’d like to understand whether an annuity aligns with your goals, I’m here to walk you through your options.

As you get closer to retirement, your focus typically shifts from saving for the future to generating income from what you’ve saved.www.edwardjones.com/us-en

08/19/2026

Wednesday's Useless Knowledge
"It would take eighty moons to equal the weight of the Earth."

08/18/2026

Cooling inflation supports the case for Fed patience

https://www.edwardjones.com/us-en/market-news-insights/stock-market-news/stock-market-weekly-update?EID=MTU2MDY0Mw== # # # # # # #

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