Edward Jones- Financial Advisor: Kadie Hare

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Edward Jones- Financial Advisor: Kadie Hare /*********/
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Higher interest rates have created new challenges for investors, but they may also be creating new opportunities. As bon...
10/22/2026

Higher interest rates have created new challenges for investors, but they may also be creating new opportunities. As bond yields reach levels not seen in decades, it may be time to take a fresh look at the role bonds can play in generating income, managing risk and supporting long-term goals.

Learn more in our October Monthly Portfolio Brief: https://bit.ly/4eHNkKb

Building wealth is one achievement. Preserving it for the future is another.As a financial advisor with the Accredited W...
10/20/2026

Building wealth is one achievement. Preserving it for the future is another.

As a financial advisor with the Accredited Wealth Management Advisor™, AWMA®, designation, I’ve completed additional training to help clients address complex wealth management needs, from preparing for retirement to creating strategies for wealth transfer, charitable giving and supporting future generations.

I'd be happy to discuss how your financial strategy aligns with your current goals and future aspirations.

Accredited Wealth Management Advisor™, AWMA®, and the AWMA® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

Don’t think you need an estate plan? Proper estate planning strategies can help protect you and your family and help ens...
10/08/2026

Don’t think you need an estate plan? Proper estate planning strategies can help protect you and your family and help ensure your assets can be distributed without unnecessary fees and taxes. Here’s how to get started.

Learn how and where to start

10/06/2026

With financial fraud on the rise, staying vigilant is more important than ever. Edward Jones continues to work behind the scenes to help safeguard client information—and now, through our relationship with Carefull, we’re offering an additional layer of support.

Carefull helps monitor accounts, track unusual activity, and alert you to potential issues early, making it easier for you and your family to feel more confident in your financial security. And it’s available at no cost to Edward Jones clients in the United States.

If you’d like to learn more, feel free to reach out.

I enjoyed reading this recent Kiplinger article featuring our Head of Wealth Management and Field Management, David Chub...
10/01/2026

I enjoyed reading this recent Kiplinger article featuring our Head of Wealth Management and Field Management, David Chubak. One point that stood out to me is how many families are balancing long-term goals with desire to support loved ones today.

It’s something that often comes up in conversations with clients, whether it’s helping adult children with housing expenses, student debt or other financial challenges. As David notes, "The reality is we live in an age of financial uncertainty and anxiety like no other." Having open conversations and a thoughtful plan can help families navigate those decisions with greater confidence.

Read the article here: https://bit.ly/3VjMUTK

What financial lesson or value do you hope to pass along to the next generation?

Passing down the wealth you've built over a lifetime, with wisdom and grace, is good. Passing on your values along with the money? Even better.

09/29/2026

Losing your job can feel overwhelming. Here are a handful of time-sensitive steps you may want to take following the loss of employment to put yourself in the best financial position.

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7101 NW Expressway Ste 135
Oklahoma City, OK
73132

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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