Edward Jones - Financial Advisor: Lisa Beally

09/16/2026

Cybercriminals are getting more sophisticated, and AI is making scams harder to spot. But a few simple habits can help protect your finances:

• Be cautious of unexpected emails, texts or calls.
• Verify requests through a trusted source before responding.
• Use unique passwords and multifactor authentication.
• Pause when a message feels urgent or unusual.
• Keep devices updated and back up important files.

Small steps today can help safeguard your money, identity and long-term financial goals. If you have questions about protecting your financial accounts, I'm here to help.



Content provided by Edward Jones

09/15/2026

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

09/14/2026

Rising oil prices and a hotter-than-expected CPI report have strengthened expectations for potential Fed rate hikes as we head into what is likely to be the year's most closely watched Federal Reserve meeting.

Angelo Kourkafas, Sr. Global Investment Strategist, shares his perspective on whether this is the start of a longer policy tightening path, and what it could mean for portfolios in the latest Weekly Market Wrap.



https://bit.ly/3TuL6Xi

09/13/2026

Whether you’re a grandma, grandpa, gigi, pop-pop, nonna, abuelito or something else, today we honor you and the love and joy you bring to our lives every day. Happy Grandparents Day!

09/11/2026

Buying vs. Renting. Which is the better financial decision? It’s a question that many people are asking themselves and the honest answer is ... it depends. Before you start browsing listings, the two questions worth sitting with are can I afford to buy? And, just as importantly, should I?

The right answer isn't the same for everyone. It depends on your situation, your budget and how long you plan to stay.

If you'd like to talk through what may make sense for your situation, I'm here to help.



Content provided by Edward Jones

09/10/2026

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/4cFR665

09/10/2026

I'm encouraged to see that Gen Z is already thinking about building long-term financial security. Yet research shows many young adults still haven't taken the first step by participating in a workplace retirement plan.

As a financial advisor, I know that getting started can often be the hardest part of saving and investing. Having access to the right resources, education and guidance can help individuals build healthy financial habits and greater confidence in their future.

That's why I find it so rewarding to help people make progress toward their goals, so they can feel more confident about their future.

Read the full Fortune commentary to learn more. https://bit.ly/3UMWPAT



Source: Edward Jones & Morning Consult, 2025; Edward Jones & Gallup, 2026.

09/10/2026

Your employees have unique financial needs, and one-size-fits-all benefits rarely address them. We can customize an employee education program delivered onsite, online, one-on-one or in print to fit your organization.

Help employees with their personal finances

09/09/2026

You've poured years into building your business, and you want what you've built to endure. A thoughtful succession plan helps you protect your legacy and transition ownership on your terms.

Here's our business owners hub

09/08/2026

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.