Nancy Clark at Edward Jones

Nancy Clark at Edward Jones With an extensive background in education & coaching, I have a collaborative and open communication Or supporting non-profits as I do.

I focus on guiding my clients to identify and clarify their vision of an ideal retirement. I will coach you along the way to navigate the bumps in the road that happen in "real life". My branch team and I want to help you create a path for generational planning whether your goal is to pass money on to your heirs, assist your parents, donate to a favorite non profit or philanthropic is your passion

. Part of our planning can include saving for your first home or dream home, education goals, emergency cash, insurance, and long term care. I support A Precious Child, FISH, Out Boulder, Broomfield Crossing Rotary and Rotary International. I have been honored with the Heart of Broomfield award because of my involvement.

​​Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.
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Unexpected career transitions can be stressful, but they can also open the door to new possibilities. I'd be happy to sh...
06/12/2026

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.

Emotions and investing usually don’t mix well. Fear, excitement and panic often push investors to buy high, sell low or ...
06/10/2026

Emotions and investing usually don’t mix well. Fear, excitement and panic often push investors to buy high, sell low or abandon their strategy altogether.

Before reacting to the latest headline, pause and reconnect with your long term goals. Your retirement, your family’s future and your legacy may depend on it.

Too often, our emotions can be a barrier to our investment success. In these situations, it’s important to take a timeout and remember why you’re investing.

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driv...
06/08/2026

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driven inflation have meaningfully shifted the outlook toward potential policy tightening — creating a more complex backdrop for equities and fixed income alike. Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4uX0jxP

When retirement is just around the corner, an unexpected event or major expense can be unsettling. The good news is you ...
06/05/2026

When retirement is just around the corner, an unexpected event or major expense can be unsettling. The good news is you don’t have to jeopardize your long-term future. The key is understanding the pros and cons of all your options.

Learn the considerations for retirees and pre-retirees to tap taxable investment accounts and retirement accounts for cash shortfalls.www.edwardjones.com/us-en

Large IPOs can come with a lot of fanfare. But in the early days of public trading, it can be difficult to separate long...
06/03/2026

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...

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an ac...
06/01/2026

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an accelerating AI investment and robust corporate profit growth, reinforcing the constructive case for equities. However, elevated inflation may keep rate cuts off the table and limit near-term progress in bond markets.

Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/49zPaKL

Conflict-driven market swings grab attention, but they rarely change the long-term trajectory. Here’s a clear look at wh...
05/29/2026

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.

05/27/2026

For those impacted, we understand this is an important decision and have the resources to help you consider potential impacts to your financial goals, options for your retirement plan and next steps if you have selected the buyout.

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Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain thei...
05/26/2026

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain their recent momentum. Senior Global Investment Strategist Angelo Kourkafas provides insights into why yields are rising, why today’s inflation backdrop differs from 2022, and what higher rates may mean for portfolios in the latest Weekly Market Wrap.

https://bit.ly/4vf0TXG

This Memorial Day, we honor the men and women who laid down their lives in service to our country.
05/25/2026

This Memorial Day, we honor the men and women who laid down their lives in service to our country.

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Broomfield, CO
80020

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 12pm

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