Edward Jones Financial Advisor: Holly Martel

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Edward Jones Financial Advisor: Holly Martel I love helping people feel confident about their financial future. Life is full of changes—let’s create a plan that reflects what matters most to you.

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Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That'...
10/30/2026

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That's why I'm proud to share that Edward Jones offers eligible U.S. clients complimentary access to Carefull®, a service designed to help monitor financial activity, identify potential warning signs and provide alerts that can help detect fraud before it happens.

Reach out to get started or click this link to learn more about Carefull: https://bit.ly/4sB0HSk

As a financial advisor, I've seen firsthand how caregiving can create complex financial decisions for families. Business...
10/29/2026

As a financial advisor, I've seen firsthand how caregiving can create complex financial decisions for families. Business Insider explores Edward Jones research with Age Wave and The Harris Poll on the "generosity paradox" many caregivers experience as they support loved ones financially while striving to protect their own long-term financial security.

If caregiving is part of your journey now or may be in the future, I'd welcome the opportunity to help you plan for it.

Read the full Business Insider article: https://bit.ly/3WbCiqw

Download the Financial Impact of Caregiving report: https://bit.ly/4BAp5Yl



Source: Edward Jones and Harris Poll, in partnership with Age Wave, 2026.

Your future deserves more than guesswork. It deserves a plan. As a financial advisor, I see firsthand how increasing com...
10/27/2026

Your future deserves more than guesswork. It deserves a plan.

As a financial advisor, I see firsthand how increasing complexity, evolving retirement goals and generational wealth shifts are making proactive planning more important than ever. And as a CERTIFIED FINANCIAL PLANNER® professional, I help clients align their decisions—big and small—with what matters most.

If you’ve been considering your next step, this is the moment to start the conversation.

CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® (with plaque design) in the U.S.

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing quest...
10/26/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/4zfEQlY


A summary of last week's market highlights and economic news.

10/26/2026

What might the recent AI-driven market selloff mean for investors? Edward Jones Senior Global Strategist Angelo Kourkafas joins Bloomberg to unpack the drivers behind the recent market moves, explain what's happening beneath the headlines, and share perspective on maintaining a long-term investment focus amid volatility.

Watch the full conversation: https://bit.ly/3UhrBC6

Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth ...
10/25/2026

Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities. Let’s build a financial plan that works for you — reach out to start the conversation.

Planning isn’t a luxury. It’s a necessity.As a financial advisor with the CERTIFIED FINANCIAL PLANNER® certification, I ...
10/22/2026

Planning isn’t a luxury. It’s a necessity.

As a financial advisor with the CERTIFIED FINANCIAL PLANNER® certification, I see firsthand how growing complexity, shifting retirement expectations and generational wealth changes are driving the need for more thoughtful planning. The best time to start isn’t just at major milestones, it’s in the moments in between.

If you’ve been thinking about what’s next, now is a great time to start the conversation.

CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® (with plaque design) in the U.S.

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-ori...
10/19/2026

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-oriented and more defensive sectors amid concerns about rates, debt levels and growth expectations.

Mona Mahajan, Head of Investment Strategy, shares her perspective on what's driving the recent market rotation, why the broader fundamental backdrop remains constructive, and what it could mean for investors in the latest Weekly Market Wrap: https://bit.ly/4i6jZKj

Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managin...
10/18/2026

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. Reach out to get started.

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previo...
10/12/2026

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previous ones, and does it still have room to run?

Angelo Kourkafas, Senior Global Investment Strategist, shares his perspective on what's helping sustain this bull market and what investors should watch next in the latest Weekly Market Wrap: https://bit.ly/4jjfXRm

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