Edward Jones-Financial Advisor: Kristi Trevino

09/09/2026

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

09/08/2026

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/4A3onC9

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

Financial stress affects your employees and, in turn, your business. A tailored financial education program from Edward Jones gives your team practical support for the real decisions they face — from budgeting to retirement.

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

09/03/2026

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

09/02/2026

Yesterday, I had the opportunity to attend a Tax Masterclass, where I deepened my understanding of current tax strategies, planning considerations, and the evolving tax landscape.

As a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional, I believe ongoing education is essential.

Tax decisions can have a significant impact on long-term financial outcomes, and staying current helps me better guide clients through important financial decisions.

Learning never stops in this profession, and I'm grateful for opportunities like this that allow me to continue growing and serving my clients with greater knowledge and insight.

09/02/2026

Whether you employ a handful of people or a growing team, a business retirement plan helps your employees prepare for the future. The right plan can be simple to establish and easy to maintain.

Plan for the future with strategic workplace retirement solutions. Discover tax-saving opportunities through specialized retirement plans for small businesses.

09/01/2026

Learn more https://bit.ly/4xxp0lR 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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