Edward Jones - Financial Advisor: Kelli Brack

03/21/2026

Rising inflation expectations are pushing bond yields higher, which could mean that bonds offer more income in investors’ portfolios.

Senior Fixed Income Analyst Brian Therien breaks down how higher yields and changing Fed rate expectations are affecting bonds.

https://bit.ly/4bA4ebl

03/20/2026

The news is out! Edward Jones has been ranked No. 1 by JD Power for Client Satisfaction among Advised Investors. We couldn’t be happier because clients are everything to us. And no two are alike! We enjoy getting to know each one personally so we can provide trusted, tailored advice and wealth management solutions. Reach out if you’d like to get started.

Legal Disclosure: JD Power 2026 U.S. Full Service Investor Satisfaction Study among Wealth Management Firms for Advised Investor Satisfaction, published March 2026, data as of January 2026. Compensation provided for using, not obtaining, the ranking. For JD Power 2026 award information, visit jdpower.com/awards.

02/25/2026

Stay up to date with the latest developments, trends and daily insights on the market.

Stay up to date with latest developments, trends, and daily insights on the market. Get a comprehensive look at market movements, international updates, economic indicators, and our expert's analysis.

02/24/2026

Unless you’re playing golf, having a higher score is typically better. And that can also be said about your credit score. For Credit Card Reduction Day, learn more about how your credit score can affect many opportunities in your life. Then let’s chat about how I can help you get your score to a place you can feel proud of.

Learn more here: https://bit.ly/4tU6Glw

09/04/2025

Saving for two sizeable financial goals, such as retirement and your child’s education, can be overwhelming. But you don’t have to choose one or the other. Here are some considerations to help you strike the right balance.

Your financial advisor can help you balance your savings strategy to achieve both goals.

08/07/2025

While it may seem like a huge endeavor to pay off your debt while still saving for the future, it doesn’t have to be. Let's put together a plan based on your unique situation.

How to pay off debt while still setting yourself up for the future

08/07/2025

Your employer’s life insurance policy can serve as a valuable safety net if something were to happen to you. But is life insurance through work enough? What happens if you lose your job? Here are some factors to consider.

Your employer’s life insurance policy can serve as a valuable safety net if something were to happen to you, but will it cover all of your needs?

01/16/2025

Get our four key views for 2025 in our latest Market Compass.

Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...

12/12/2024

Now that the 2024 election has been decided, investors are shifting their focus to the potential economic and market impacts. Edward Jones Senior Strategist Angelo Kourkafas outlines five key takeaways from the U.S. election as we head toward 2025.

Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...

10/09/2024

Feeling uncertain how much you should be saving for retirement? We can tailor a unique strategy to help you live the life you envision. Check out these average savings benchmarks by age and then call me to plan a long-term strategy to help you get there.

Average retirement savings data can show how you compare with others. Check out these estimates by age.

09/25/2024

There's no guarantee the backdoor Roth IRA strategy will be available for every high earner. Consider these three questions to help decide whether it could be a workable option for you, then call me to discuss further investment-related considerations.

A backdoor Roth IRA enables you to realize the tax benefits of a Roth IRA, even if your income exceeds the IRS earnings ceiling for Roth contributions.

09/18/2024

Despite nearly half of American women anticipating receiving an inheritance in the next 10 years, women face significant obstacles to determining how wealth is transferred across generations.

Our head of Wealth Management Advice and Solutions Lena Haas discusses the power of planning ahead in this recent World Economic Forum article.

The wealth gap between the genders means women face greater obstacles in terms of giving and receiving inheritance – but a financial adviser can help.