Edward Jones Financial Advisor: Tracy Carlson

Edward Jones Financial Advisor: Tracy Carlson I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.

I believe that time is the best gift we can give. As an Edward Jones financial advisor, it is important to me to invest my time to understand what you’re working toward before you invest your money. I then use an established process to create customized strategies and help you select investments that will fit with your goals and within your tolerance for risk. Together, we will review your investm

ents, making adjustments as need be due to markets and/or goals changing and partner throughout life to help you stay on track. I became a financial advisor because I want to help people prepare for their financial future and accomplish their financial goals. I have learned people want and need education on the importance of investing. In addition, helping those that are fearful or overwhelmed make sense of investing in non-technical terms, allows them to feel more comfortable and make the best choices toward achieving their financial goals. I am able to realize my vision for helping others through a very client-centric approach by utilizing the tools and resources available at Edward Jones. Regardless of whether a client has complex wealth needs and estate considerations, is saving for a child's education, just started saving, is actively saving or has just retired, I am here to help. I am very fortunate to live in the community where I work. My husband, Steve, and I have two wonderful sons, Jake and Cole, as well as two dogs and two cats that round out our family. We love spending time together being outdoors and traveling. In addition, I enjoy sports photography and preserving family memories through journaling and photography. Thank you for taking the time to know me better. I look forward to learning more about you. Feel free to give a call or stop into our office today. Tracy
763-389-8812
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NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided ...
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.



https://bit.ly/4qS8t9K

Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withst...
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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.



https://bit.ly/3UQCWZy

This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you s...
08/19/2026

This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you should never pay money in order to get money. If you believe an offer is legitimate, discuss it with a family member or trusted friend to gain an outside perspective.

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or se...
08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

Inflation has trended lower, supporting the case for the Federal Reserve to keep policy rates steady. While the path bac...
08/17/2026

Inflation has trended lower, supporting the case for the Federal Reserve to keep policy rates steady. While the path back to the Fed's inflation target may not be perfectly smooth, strong earnings, healthy economic growth and resilient consumer spending continue to help support market strength.

Portfolio Strategist Tom Larm shares his perspective on the forces influencing markets and what it could mean for investors in the latest Weekly Market Wrap.

https://bit.ly/4qoIGWr

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks,...
08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/4xl40Pj

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

The S&P 500 reached new highs as several key market headwinds began to ease. While record levels can make investors hesi...
08/10/2026

The S&P 500 reached new highs as several key market headwinds began to ease. While record levels can make investors hesitant, history suggests that all-time highs have often been followed by continued gains, with long-term returns comparable to, or even better than, investing on a typical trading day.*

Angelo Kourkafas, Sr. Global Investment Strategist, shares his perspective on the forces driving markets higher and the implications for investors in the latest Weekly Market Wrap.



https://bit.ly/3TPXwZJ

*Past performance does not guarantee future results.

The Federal Reserve held rates steady as earnings from four Magnificent 7 companies led to mixed market reactions, sugge...
08/03/2026

The Federal Reserve held rates steady as earnings from four Magnificent 7 companies led to mixed market reactions, suggesting that investors increasingly want evidence that AI spending is translating into durable revenue and earnings growth. While interest rates may remain higher for longer, resilient economic growth, strong corporate earnings and broader participation across sectors continues to support equities.

Brian Therien, Investment Strategist, explains what this means and how this could impact investors in the latest Weekly Market Wrap.



https://bit.ly/455UGlL

Renewed U.S.–Iran tensions are driving oil prices higher, bringing inflation concerns back into focus and raising questi...
07/27/2026

Renewed U.S.–Iran tensions are driving oil prices higher, bringing inflation concerns back into focus and raising questions about whether the Federal Reserve may need to adjust its approach.

Angelo Kourkafas, Sr. Global Investment Strategist, offers perspective on the recent developments and how they could impact investors in the latest Weekly Market Wrap: https://bit.ly/3TXzDPK

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