McGill Junge Wealth Management

10/16/2026

Ed McGill and Jason Kirkhhoff break down key themes from our Q3 2026 Market Commentary, including navigating uncertainty, the evolving role of bonds amid rising interest rates, and how our Investment Committee evaluates risks and opportunities for long-term investors.

Watch now for insights on staying focused on your long-term financial goals.

In this quarter's market commentary, Ed McGill and Chief Investment...

10/15/2026

Our team members Blair Dodson and Isaiah Wilson enjoyed returning to the Kansas State University's Personal Financial Planning Program's Professional Connections Event for a third year of connecting with talented students and future financial planning professionals.

Thank you to Dr. Gray, CFP® and the K-State Personal Financial Planning Program for continuing to create valuable opportunities for students and industry professionals to learn, network, and build relationships. We’re always impressed by the strength of this outstanding program and look forward to supporting it again in the future.

10/14/2026

We recently had the pleasure of meeting with the Finance Club at Iowa State to discuss careers in wealth management, leadership, and the many ways advisors help clients navigate important financial decisions.

One key takeaway: wealth management is about much more than investments. While portfolio management is important, it's often just the tip of the iceberg. Financial planning, wealth preservation, legacy planning, and helping clients align their finances with their goals are all part of the bigger picture.

Thank you to the students for the thoughtful questions and engaging conversation, and to the Finance Club at Iowa State for the invitation. We enjoyed connecting with the next generation of finance professionals.

10/12/2026

The Nebraska vs Indiana football game didn't go the way Husker fans hoped, but the weekend offered a few reminders that extend beyond sports.

✅ Invest in experiences with the people who matter most. Time with Ed's son Carson is always a highlight.

✅ Authenticity wins. Spending time with Will Compton and Taylor Lewan again and watching what they're building with Bussin' With The Boys is a masterclass in growing a brand by being genuine, consistent, and relatable. It's amazing how kind they are in every interaction. It was also great meeting Josh Pate, whose thoughtful analysis and authentic approach have helped him build an impressive audience in the college football world.

✅ Community matters. Whether it's 85,000 fans in Memorial Stadium or millions of podcast followers, people gravitate toward organizations and personalities that make them feel connected.

The main lesson Ed McGill hasn't mastered yet? The Will Compton flex as indicated by this throwback photo from the 2025 Nebraska vs Cincinnati game.

10/09/2026

Please join us in welcoming Linnea Stockwell to McGill Junge Wealth Management as our new Insurance Operations Coordinator!

Linnea brings more than 20 years of experience in the insurance and financial services industry, with a strong background in operations, claims management, process improvement, and client service.

Her extensive industry knowledge and passion for creating efficient, client-focused solutions make her a valuable addition to our team. We are excited to have Linnea on board and look forward to the impact she'll make for our clients and advisors.

Welcome to MJWM, Linnea!

10/08/2026

Join our team as an intern for Summer 2027! 🌟

We are seeking a Summer Financial Planning Associate Intern who is eager to learn, contribute, and gain meaningful experience in financial planning, client service, and investment operations. This is an excellent opportunity to work directly with a team dedicated to delivering exceptional service and comprehensive financial guidance.

📍 Clive, IA
📧 Submit resumes to: [email protected]

Read the full job description here: www.mcgilljunge.com/our-people/join-our-firm

Learn more about our internship program: www.mcgilljunge.com/our-firm/internship-program

10/06/2026

Most people see a tax return as something to file away once it's complete. We see it as one of the clearest snapshots of a person's financial life and an opportunity to identify gaps that may have developed over the past year.

Partner and Private Wealth Advisor, Trent Burley, recently shared his perspective with MoneyLion, including six areas that can be worth reviewing before year-end, from retirement contributions and portfolio allocation to cash management and estate planning.

As the year comes to a close, it's worth taking a fresh look at whether those strategies still align with your goals and priorities.

Read the full article here:

A Northwestern Mutual advisor shares six year-end moves that can strengthen a retirement plan, from maxing contributions to updating beneficiaries.

10/06/2026

Last week Ed McGill had the privilege of serving as co-chair of the Greater Des Moines Habitat for Humanity CEO Build, joining fellow CEOs and business leaders committed to strengthening our community through affordable homeownership.

We're grateful to Greater Des Moines Habitat for Humanity and everyone who helped make this year's build a success. Seeing leaders step away from their desks, pick up their tools, and work side-by-side for local families is a powerful example of community in action.

10/05/2026

Join us in welcoming Jordan to the McGill Junge Wealth Management team!

Jordan brings more than 10 years of BD/RIA operations and investment experience, with expertise in suitability and trade supervision, operational process improvement, and team leadership. Most recently, he led a support team and developed standard operating procedures for a billion-dollar partner firm serving estate attorneys.

With his Series 7 and Series 24 licenses and a Bachelor's degree from Iowa State University, Jordan combines deep industry knowledge with a passion for building efficient processes and delivering exceptional support.

We're excited to have Jordan join our team and look forward to the impact he'll make for our clients and colleagues alike. Welcome, Jordan!

10/02/2026

Success often creates complexity.

As life, family, and financial decisions become more interconnected, having a trusted team can make all the difference.

In this client testimonial, Cara shares how partnering with Ed, Ross, and the McGill Junge team has given her greater clarity, confidence, and peace of mind, allowing her to focus on what matters most: her family.

Watch the full story here: https://youtu.be/nQXoUl6aogo?si=DDQfrFC04lHoaD65



The testimonial presented may not be representative of the experience of other clients and is not a guarantee of future performance or success.