Edward Jones-Financial Advisor: Kristi Trevino

06/15/2026

As the market navigates a tech rotation and highly anticipated public offerings, investors are seeing a shift toward broader market participation. Angelo Kourkafas, Senior Global Investment Strategist, explains how this could impact investors in our Weekly Market Wrap.

https://bit.ly/4vc2VIh

06/13/2026

Life changes—and your financial strategy should evolve with it.

A mid-year review can help keep everything on track and give you peace of mind heading into the second half of the year.

If it’s been a while since we last connected, I’d love to catch up!
📩 Reach out anytime to schedule a review.

www.edwardjones.com/kristi-trevino

06/12/2026

Offering and maintaining a quality retirement plan is an important responsibility. You have options to help your employees save for retirement, while lowering taxes.

Let's create a strategy customized to the needs of you, your business and employees.

Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.www.edwardjones.com/us-en

06/11/2026

🌧️ As we enter hurricane season along the Gulf Coast, now is the time to review more than just your emergency kit.

Do you have updated insurance coverage?
Are your important financial documents secure and accessible?
Do you have a cash reserve for unexpected expenses?

It’s nothing complicated—just a quick mid-year check to make sure you’re in a good spot.

If you’ve been meaning to review your plan, this is a great time to do it. I’m always here if you want a second set of eyes!

www.edwardjones.com/kristi-trevino

06/10/2026

You and your partner may share the same financial goals, but what if your comfort with investment risk isn’t aligned? Finding common ground doesn’t mean giving something up. It means building a plan that works for both of you.

Discover practical ways to talk through differences and move forward together: https://bit.ly/4v4WarO

06/09/2026

We’re officially at the midpoint of the year—a perfect opportunity to pause, reflect, and plan ahead.

Hurricane season reminds us that the unexpected can happen. Financial preparedness is just as important as physical readiness.

Ask yourself:
✔️ Am I on track toward my goals?
✔️ Is my emergency fund where it should be?
✔️ Do I feel confident about the months ahead?

If you’re unsure, you’re not alone—and you don’t have to figure it out by yourself.

Let’s take this moment to strengthen your financial plan and prepare for whatever comes next. 📅 Schedule your mid-year review today.

www.edwardjones.com/kristi-trevino

06/08/2026

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driven inflation have meaningfully shifted the outlook toward potential policy tightening — creating a more complex backdrop for equities and fixed income alike. Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4v1dlKS

06/05/2026

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