Edward Jones - Financial Advisor: Cailte Kelley

Edward Jones - Financial Advisor: Cailte Kelley Edward Jones is a financial-services firm dedicated to serving the needs of individual investors.

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Developing healthy financial habits can create real momentum toward your long-term goals. Small consistent steps today c...
08/07/2026

Developing healthy financial habits can create real momentum toward your long-term goals.

Small consistent steps today can make a meaningful difference over time.

Financial strategies for business owners aren't one-size-fits-all. From tax considerations to succession planning, I foc...
08/05/2026

Financial strategies for business owners aren't one-size-fits-all. From tax considerations to succession planning, I focus on what matters most to you.

Let's build a strategy that works for your business and your life.

Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.www.edwardjones.com/us-en

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/4hcgT96

Financial health isn't just about numbers — it's about feeling in control of your future. Small steps today can make a b...
08/01/2026

Financial health isn't just about numbers — it's about feeling in control of your future. Small steps today can make a big difference over time.

If you'd like guidance, I'm here to help.

Read more: https://bit.ly/4fxqnuj

When's the last time you had a real conversation about your company's retirement plan — not just a statement review, but...
07/30/2026

When's the last time you had a real conversation about your company's retirement plan — not just a statement review, but a strategic discussion? If it's been a while, that's worth fixing.

I'm here to review, update and make sure your plan is working as hard as your employees are.

Here's our business owners hub

More than half of Americans feel financially conflicted. Many people feel stable, but still vulnerable to unexpected set...
07/29/2026

More than half of Americans feel financially conflicted. Many people feel stable, but still vulnerable to unexpected setbacks. That's the difference a thoughtful plan can make.

Let's talk about what a customized plan could look like for you.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 2026.

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/44SFTdZ

Big wins often start with smart planning. Whether you’re in your rookie season or nearing retirement, a thoughtful game ...
07/27/2026

Big wins often start with smart planning. Whether you’re in your rookie season or nearing retirement, a thoughtful game plan can help you work toward what matters most.

Edward Jones is proud to be the Official Wealth Management Partner of Carolina Basketball. This legendary program knows the importance of teamwork and planning for what’s ahead. And so do we. Let’s build a financial strategy that works for your life.

Learfield Sports, LLC and the University of North Carolina at Chapel Hill are not current clients of Edward Jones. These entities were compensated for these endorsements. For more information, visit https://bit.ly/4wrTWDz.

Running a business comes with a lot of decisions — your retirement plan shouldn't be one you have to navigate alone. I h...
07/24/2026

Running a business comes with a lot of decisions — your retirement plan shouldn't be one you have to navigate alone.

I help business owners choose solutions that align with their goals today and in the future.

Even though 32% of Americans experience are financially stressed and money is a constant source of pressure, 73% are usi...
07/23/2026

Even though 32% of Americans experience are financially stressed and money is a constant source of pressure, 73% are using the internet as a source of financial advice, and largely managing their finances alone. This is where a financial advisor can make a difference. Research shows that financially fulfilled adults are 4.3x more likely to work with a financial advisor compared to financially stressed adults.

If financial stress is something you’re dealing with on your own, you don’t have to. Let’s talk through where you are and where you want to go.

Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

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Winchendon, MA
01475

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Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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