EdgeRock Wealth Management

10/07/2026

Thinking about helping your kids or grandkids with college, a car or a first home? The gift tax is less scary than most people think.

In 2026, you can give up to $19,000 to each person you choose without any gift tax. Paying tuition directly to a school doesn't count toward that limit at all. And even larger gifts usually just mean filing a form.

We put together a plain-English guide to how gifts and estates are taxed, with real examples:

Many parents hold off on helping their kids because they're afraid of the gift tax. Let's talk about the rules and regulations you need to know.

10/06/2026

The 10-year Treasury yield reached 5.34% on October 1, its highest since 2002. That hurt anyone holding bonds this quarter. It presented opportunity to anyone interested in buying them.

Our new piece covers what pushed yields up, how the AI building boom is showing up in the bond market, and why the investment team prefers high-quality short- and intermediate-term bonds over long ones right now.

Rising rates hurt bondholders this quarter. They also left high-quality bonds paying around 5%, with a far bigger cushion against further increases.

09/15/2026

Team Tuesday: Meet Rachel Elliott, Director of Events.

Rachel brings a thoughtful, people-first approach to every experience she helps create at EdgeRock.

With a background in education and nonprofit work, she understands that the details matter, but so does how people feel when they walk into the room. Her focus on connection, preparation, and making people feel welcome helps turn our events into something more than another date on the calendar.

We’re glad to have her on the team.

09/02/2026

Risk management doesn't necessarily mean being conservative.

Let's talk about why family offices hold 42% in alternative assets, why cash positions aren't as safe as you might think, and what real risk management looks like beyond stocks and bonds.

Conservative and safe aren't the same thing. Why family offices hold 42% in alternatives, and what real risk management looks like beyond stocks and bonds.

08/25/2026

Team Tuesday: Meet Jerad Daniels, Financial Advisor.

Jerad brings a sharp analytical mind and a genuine care for the people behind the plan to every client he works with at EdgeRock.

His time in the industry gave him the tools to untangle complex strategies, but what drives him is simpler: helping clients feel steady and sure about where they're headed, not just satisfied with the numbers.

08/18/2026

EdgeRock had a great time yesterday supporting The Butterfly Foundation at The Ridge at Castle Pines North. We were proud to stand alongside those contributing to such a unique cause, one that provides direct financial support to Colorado families in need.

08/11/2026

It's Team Tuesday: Meet Sky Roetzel, EdgeRock Financial Planner

Sky's years working alongside top advisors taught him what builds client trust. He brings that same eye for detail and clarity to every plan he touches at EdgeRock.

08/06/2026

Most changes to tax reporting are fairly invisible to filers. This one isn't. A single new code on Form 1099-R is about to fix a gap that has quietly cost charitable retirees potential tax deductions. Let's talk about what's different and how your giving strategy just got a little bit easier.

Charitable giving via IRA is one of the most tax-efficient moves available in retirement. Now the 1099-R makes it easier to report.

08/04/2026

It's Team Tuesday: Meet Ryan McKown, EdgeRock Financial Planner.

Ryan is the steady hand behind the scenes. He keeps every plan accurate, organized, and ready, so clients get a seamless experience from the moment they sit down with our advisory team. His eye for detail is what lets the bigger strategy run smoothly.

07/28/2026

It's Team Tuesday: Meet Sky Roetzel, Operations Specialist

Sky's years working in the industry taught him what actually builds client trust. He brings that same eye for detail and clarity to every plan he touches at EdgeRock.

Glad to have him on the team.