Edward Jones - Financial Advisor: Joni D. Carlisle, CRPS

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/4ijlerC

09/01/2026

Interest rate forecasts? They miss the mark more often than you think. Here’s why rate expectations shouldn’t drive your investment decisions.

Why relying on rate forecasts can mislead investors—and what to consider instead.

08/31/2026

Learn more https://bit.ly/4gFRZwG I can help you explore key considerations that come with executive compensation and complex wealth.

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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08/29/2026

https://bit.ly/46fr7il From equity awards to diversification, I can help you make the most of your executive compensation strategy.

08/28/2026

When your career changes unexpectedly, a confident strategy can make all the difference. I’m here to guide you through potential financial options and support your next steps. Let’s talk.

08/26/2026

Whether you’re evaluating shifting roles or exploring a different path, your financial strategy should evolve with you. I’m here to help you see the full picture, from compensation and benefits to long-term planning. Together, we can build a plan that helps you feel confident about your future.

08/24/2026

Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withstand elevated rates. Despite the potential for seasonal volatility, resilient economic activity and strong corporate earnings support a constructive backdrop for equities.

Investment Strategist Brock Weimer explains what’s behind the move higher in long-term yields in the latest Weekly Market Wrap.



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08/24/2026

Learn more https://bit.ly/4iqQrJ9 Executive compensation can be complex. I can help you make informed decisions about your financial future.

08/22/2026

https://bit.ly/4xQl53e Learn how thoughtful planning can help you navigate stock options, RSUs and executive compensation decisions.