Edward Jones - Financial Advisor: Shannon L. Rolando

11/12/2026

Many families plan for retirement, but fewer plan for caregiving.

Recent Edward Jones and Age Wave research, highlighted by MarketWatch, underscores the importance of discussing care needs before they're urgent. As Meilii Gensler, Managing Director at Edward Jones, put it: “The biggest thing to do is start the conversation before care is needed.”

Having these conversations early can help your family prepare for whatever the future may bring.

Read the MarketWatch article: https://on.mktw.net/4AtJAEJ



Source: Edward Jones and Harris Poll, in partnership with Age Wave, 2026.

11/11/2026

Today, we honor the courage and sacrifice of our honored veterans. Thank you for your service today and every day.

11/05/2026

The midterm election delivered a more decisive outcome than many expected. What might that mean for investors?

Our Senior Economist James McCann shares four key takeaways from the results, the market's initial reaction and what investors should keep in mind moving forward.

10/29/2026

Trick or treat! Wishing everyone a safe and spooktacular Halloween.

10/29/2026

Capital gain distributions can catch investors off guard, especially in taxable accounts. As year-end approaches, it's important to understand how these distributions work, potential tax implications and strategies that may help you manage them.

Reach out if you'd like to discuss how these considerations fit into your overall financial plan.

Learn more:

Capital gain distributions: What to know before year end

10/26/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/4ihB58p

A summary of last week's market highlights and economic news.

10/22/2026

Unexpected career transitions can be stressful, but they can also open the door to new possibilities. I'd be happy to share my perspective and discuss potential financial options. Reach out so I can help you navigate what’s next with confidence.

10/19/2026

The recently announced 2027 Social Security cost-of-living adjustment (COLA) may provide added flexibility for some retirees. But understanding how changes to Social Security fit into your overall retirement income strategy is just as important as the increase itself.

If you're thinking about how Social Security, portfolio withdrawals and other income sources work together in retirement, I'm here to help you evaluate your options and create a strategy that aligns with your goals. Click to read more in the article below:

Social Security announces 2027 cost-of-living adjustment for benefits

10/15/2026

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/4B9PCLK

10/12/2026

The first $100,000 is often the hardest milestone to reach — and the most rewarding.

Early on, progress can feel slow, especially when you're balancing family, work and other financial priorities. But once your portfolio grows, investment returns can begin doing more of the heavy lifting.

If you're working toward your first $100,000, stay focused on the habits that matter most: investing consistently, staying diversified and remaining committed through market ups and downs. Those habits can make all the difference over time.

Your first $100,000: why it matters most