Edward Jones - Financial Advisor: Kelly Ellwood-Polk

06/14/2026

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06/14/2026

In conversations with clients, one topic comes up over and over again: staying independent later in life.

Alzheimer’s & Brain Awareness Month is a good reminder that there are things within our control. Healthy habits, like staying active, managing blood pressure, eating well and continuing to challenge your mind, can support brain health over time, potentially increasing the probability of staying independent for longer.

Pair that with a plan that prepares for the unexpected, and you’re in a stronger position for the future.

If you’d like to talk through your plan, I’m here.

06/12/2026

If you’re navigating a career change, you may have questions about your 401(k), restricted stock or whether your portfolio is overconcentrated. I’m here to help you explore your options.

06/12/2026

June is a meaningful reminder that planning isn’t just about finances. It’s about protecting the life and independence those finances support.

This Alzheimer’s & Brain Awareness Month, I’m encouraging clients to think about brain health as part of their overall long-term plan. Whether it’s building flexibility into your financial strategy, discussing long-term care considerations or simply prioritizing wellness, these conversations matter.

If this is something you’ve been meaning to revisit, I’m here to help you think it through.

06/12/2026

Conflict-driven market swings grab attention, but they rarely change the long-term trajectory. Here’s a clear look at what history has shown time and again.

Staying invested despite geopolitical events can pay off in the long run.

06/11/2026

With Kevin Warsh confirmed as Fed chair, attention is turning to what comes next. We explore what the shift could mean for investors and the fixed-income landscape.

Find out what’s impacting fixed income, including bonds and cash, as well as strategies for disciplined investors to consider.www.edwardjones.com/us-en

06/11/2026

We break down the latest Social Security Trustees Report – what's changed and our recommendations around focusing on what you can control.

Social Security 2026 Trustees Report Released

06/11/2026

Alzheimer’s and dementia affect millions of families—and it can change financial priorities along the way.

I’m proud to be part of a firm that has supported the Alzheimer’s Association since 2016, helping advance research, education and care—including the Walk to End Alzheimer’s®️. Standing alongside families and communities is a commitment our firm truly lives by.

If you’d like to talk about planning for the future—for yourself or someone you love—I’m here to help.

06/11/2026

What now? That’s the question many investors are asking following a sharp selloff in AI and semiconductor stocks. On Bloomberg’s “The Close,” our Principal, Head of Investment Strategy Mona Mahajan breaks down the key forces shaping the markets – from cooling tech momentum to a rebound in the labor market – and how that may shape investment decisions.

Watch the full interview: https://bit.ly/4e5fdMG

06/11/2026

Large IPOs can come with a lot of fanfare. But in the early days of public trading, it can be difficult to separate long-term fundamentals from short-term momentum.

We break down what history shows about IPO performance – and share key considerations to help investors stay grounded in the fundamentals:

Initial public offerings (IPOs) tend to attract a lot of investor interest, especially when the company is large and well-known. The excitement can be tempting, but it doesn't always lead to strong investment results. We encourage investors to look beyond the headlines and focus on whether the share...