Edward Jones Financial Advisor: Kelsey K. Steele

09/09/2026

As retirement approaches, you may be reviewing your estate plan and asset titling. If you have assets owned as Joint Tenants with Right of Survivorship, you may not be aware of the risks. Connect with me to discuss if this is the best strategy for your current situation and your beneficiaries when you’re gone.

Joint titling financial accounts can introduce risks. Discover the benefits and trade-offs of joint ownership and how it impacts your estate planning.www.edwardjones.com/us-en

09/08/2026

Investors will be closely watching the September Federal Reserve interest rate decision. What factors are the voting members of the FOMC likely to weigh?

Our Principal, Head of Investment Strategy Mona Mahajan digs into three in our latest Weekly Market Wrap: https://bit.ly/4gWZdwc

09/08/2026

When I talk with clients about retirement, the conversation goes beyond numbers pretty quickly. Yes, we plan for income, savings and longevity — but we also talk about what your days will look like, who you’ll spend time with and what will give you a sense of purpose.

If you’re thinking about retirement, let’s make sure you’re prepared for both sides of the equation.

Retirement is more than a financial milestone. It is a psychological transition. Learn how to design the next phase of your life with purpose.www.edwardjones.com/us-en

09/01/2026

Learn more https://bit.ly/3V7Ts7B Your business may be one of your greatest assets. I can help you explore strategies for transitioning your business and planning for your financial future.

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.



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08/30/2026

https://bit.ly/4zQMOmo Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and create a strategy aligned with your future goals.

08/30/2026

Learn more https://bit.ly/4ceMW50 Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities.

08/28/2026

https://bit.ly/4zJMw0k Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managing and preserving wealth for the future.

08/25/2026

Learn more https://bit.ly/4gilZ2D A successful business exit often starts well before a sale or transition. I can help you consider key financial planning strategies to prepare for what comes next.

08/24/2026

Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withstand elevated rates. Despite the potential for seasonal volatility, resilient economic activity and strong corporate earnings support a constructive backdrop for equities.

Investment Strategist Brock Weimer explains what’s behind the move higher in long-term yields in the latest Weekly Market Wrap.



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