Edward Jones - Financial Advisor: Shannon Ritzhaupt

10/15/2026

I enjoyed reading this recent Kiplinger article featuring our Head of Wealth Management and Field Management, David Chubak.

One point that stood out to me is how many families are balancing long-term goals with desire to support loved ones today. It’s something that often comes up in conversations with clients, whether it’s helping adult children with housing expenses, student debt or other financial challenges.

As David notes, "The reality is we live in an age of financial uncertainty and anxiety like no other." Having open conversations and a thoughtful plan can help families navigate those decisions with greater confidence.

Read the article here: https://bit.ly/4dAL8ny

What financial lesson or value do you hope to pass along to the next generation?

Our exclusive national survey on inheritance reveals how adult children and parents are — and are not — working together to make the most of assets built over a lifetime.

10/13/2026

October is Breast Cancer Awareness Month—a time to stand with survivors, honor those we’ve lost and support the millions of individuals and families affected by breast cancer. This month, we encourage conversations, screenings and shared strength—because no one should face breast cancer alone.

10/07/2026

An important part of protecting your financial future is staying vigilant against fraud and cyber threats. This Cybersecurity Awareness Month, I encourage you to stay vigilant, protect sensitive information and be aware of common scams that continue to evolve. If you have questions about fraud prevention or protecting your financial information, I'm always available to help.

In the meantime, I invite you to explore more resources and guidance here: https://bit.ly/4j9mhe7

10/05/2026

What would happen if you had to retire sooner than expected?

Many people focus on their target retirement date but spend less time preparing for the possibility of an earlier exit due to a job loss, health issue or family caregiving needs.

If you'd like to explore how your retirement strategy would hold up under an unexpected scenario, let's talk. Planning for the "what-ifs" today can help reduce stress tomorrow.

Concerned about a forced retirement? 4 tips to prepare

10/01/2026

Investing based on emotion can result in buying high, selling low or straying from your long-term strategy. Here are some practical ways to stay focused during periods of market volatility and avoid reactive decisions that could derail you from your long-term financial goals: https://bit.ly/4z8q6Vt

09/29/2026

Affected by corporate restructuring or a layoff? If so, you may have questions about how this change affects your 401(k) and restricted stock. I can help you navigate vested and unvested company stock, while also exploring a confident financial path. Let's connect.

09/25/2026

If you’re looking for a hands-off approach to investing, our Edward Jones Advisory Solutions models might be right for you.

A hands-off approach

09/23/2026

Retirement planning isn't just about saving. It's about knowing what you're saving for. If you're within 5–10 years of retirement, these five questions are worth considering:

- When do you want to retire?
- How do you want to spend your days?
- Where do you want to live?
- What will your lifestyle cost?
- Does your plan include giving back?

Your answers are just the starting point. The next step is aligning them with a financial strategy built around the life you actually want. Ready to get started? Let’s talk.



Content provided by Edward Jones

09/21/2026

Many people assume financial confidence comes with age. In my experience, it's not quite that simple.

New research from Edward Jones and Gallup shows that people across generations share concerns about their financial future. Younger adults are often working to build wealth, while older adults are focused on making their savings last. But both are looking for greater peace of mind about what's ahead.

That's one reason I enjoy helping clients create personalized strategies that align with their goals and priorities, both today and as their needs evolve over time.

Read more from Gallup: https://bit.ly/3V3yyXq



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

Older adults are much more confident than younger adults in managing their current finances. Confidence in managing future finances, however, differs less by age.

09/16/2026

While market volatility in 2026 increased risk and dominated headlines, history suggests that periods of uncertainty have tended to be temporary, often creating attractive opportunities for disciplined long term investors.

Here are a few steps investors can consider to help navigate market volatility with greater confidence.

The first half of the year is a reminder that market volatility is often triggered by external shocks with broad economic implications.