EDGE Investment Solutions

06/10/2026

Don't miss this FREE session on June 17th, 2026 at 5:30 PM! RSVP here!

06/10/2026

Thank you Everyday Iowa KCRG-TV9 for having us on this morning!

Jacob hit it out of the park ⚾️ this morning, if you missed it you can watch the replay here:

https://www.kcrg.com/video/2026/06/10/covering-bases-investing-with-edge-investment-solutions/?fbclid=IwY2xjawSWo25leHRuA2FlbQIxMABicmlkETFFNUlPMjY1bURZZ0xhYUxBc3J0YwZhcHBfaWQQMjIyMDM5MTc4ODIwMDg5MgABHgsYf5rqyUSXbSO72Hyu-Zc6udfvpfqGVrAkOe-mxotdYFVoj8ffGvZ88MZr_aem_pYmlzIF0CM0iABpk-6fAwg

06/09/2026

What do retirees wish they'd done differently? This guide reveals the most common answers—and what you can do about it now.

Avoid these common pre-retirement missteps.

06/07/2026

VIRTUAL EVENT: June 17, 2026 at 5:30 PM! Click here!

06/04/2026

Plan Your Legacy: Unlock Our Estate Planning Guide!

06/03/2026

FREE: Join us June 17, 2026 at 5:30 PM!

06/02/2026

What if you could send $100 back to 1928 and invest it? We broke down three paths — cash, bonds, and the stock market — and tracked what happened over nearly a century. The results are a good reminder that compounding doesn't need perfect conditions. It just needs time.

See what a century of investing history shows.

05/29/2026

Employee Spotlight: Erica Chavez ✨

We're thrilled to shine the spotlight on Erica Chavez, one of our dedicated Financial Advisors at EDGE!

Erica joined the EDGE team in 2020 and has been a trusted partner to her clients ever since. What she loves most about her role is the service aspect — helping people navigate their financial journeys and making a meaningful difference in their lives. For Erica, serving others isn’t just part of the job — it’s what makes it truly rewarding.

A North Carolina native, Erica is now embracing the empty-nester and grandparent phase of life. She cherishes spending quality time with her family and finds joy in staying active through regular exercise. When she’s not working or working out, you’ll likely find her curled up with a good book.

Fun fact: Erica has the unusual ability to float effortlessly in water — a natural talent that always brings a smile!

Her life advice is pure gold:

“Don’t take yourself too seriously — be willing to laugh at yourself. And always stay humble and willing to learn. Humility will take you far.”

Thank you, Erica, for your dedication, positive spirit, and the genuine care you bring to every client relationship. We’re so grateful to have you on the EDGE team!

05/27/2026

What financial habits have helped you the most in life — and which ones have held you back?
Your answer probably has a lot to do with when you grew up.
From Baby Boomers’ disciplined savings mindset to Millennials’ fintech savvy, Gen X’s balancing act, and Gen Z’s early hustle — every generation brings unique financial strengths and vulnerabilities.
Curious where you fit in? Check out our latest blog breaking down how generational experiences shape the way we handle money, build wealth, and plan for the future.
👇🏼 Read the full blog here:
Which generation’s money mindset do you relate to most? Drop your thoughts below! 💬

What financial habits have helped you most in life?Which ones have held you back?No matter how you answer those questions, your money habits have a lot to do with how you grew up.1They also can be shaped by when you grew up.That’s because each generation can have a distinct perspective and differe...

05/26/2026

Sitting in cash can feel safe. But over long periods of time, ”safe” might have a cost. We recently broke down what happened to $100 across three different paths over nearly 100 years. The choice that felt safest at the start didn't end up that way. Take a look.

History shows why comfort can come at a cost.