Edward Jones- Financial Advisor: Charlie Rotherham

Edward Jones- Financial Advisor: Charlie Rotherham Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Edward Jones- Financial Advisor: Charlie Rotherham, Financial service, 933 Cardinal Lane, Green Bay, WI.

Saving for two sizeable financial goals, such as retirement and your child’s education, can be overwhelming. But you don...
06/04/2026

Saving for two sizeable financial goals, such as retirement and your child’s education, can be overwhelming. But you don’t have to choose one or the other. Here are some considerations to help you strike the right balance.

Your financial advisor can help you balance your savings strategy to achieve both goals.

Are you investing too conservatively (or not at all) in hopes of avoiding market declines? If so, you could be making i...
06/02/2026

Are you investing too conservatively (or not at all) in hopes of avoiding market declines? If so, you could be making it more difficult to achieve your long-term financial goals. Here are some ways to help you determine your investment risk tolerance.

Your biggest risk isn’t the stock market. It’s the possibility of not reaching your long-term financial goals.

When a major life event occurs, like becoming a parent, you might want to evaluate who can make decisions on your behalf...
05/29/2026

When a major life event occurs, like becoming a parent, you might want to evaluate who can make decisions on your behalf and update other pieces of your estate plan.

Because estate planning isn’t just about transferring assets, your strategy should be flexible should a life event occur.

Market volatility is unpleasant. Also fact: The more you know about it, the less unpleasant it can be. Check out these 1...
05/27/2026

Market volatility is unpleasant. Also fact: The more you know about it, the less unpleasant it can be. Check out these 10 volatility facts to help keep volatility in perspective and your goals within reach.

Volatility is part of the investment experience, but the longer an investor holds stocks, the greater the potential for an overall positive return.

A recent Edward Jones report found nearly 1 in 4 millennials say they’re not on track to achieve financial fulfillment. ...
05/25/2026

A recent Edward Jones report found nearly 1 in 4 millennials say they’re not on track to achieve financial fulfillment. But fulfillment isn’t just about saving more — it’s about having the freedom to enjoy life, spend time with loved ones and reduce money-related stress. Learn why building your financial future starts with aligning money to what matters most.

Nearly 25% of millennials say they’re not on track to achieve financial fulfillment — higher than both Generation X and baby boomers, according to Edward Jones’ Pulse of North America report.www.edwardjones.com/us-en

If you’re concerned about recent market headlines, you’re not alone. Our Quarterly Market Outlook looks beyond the headl...
05/21/2026

If you’re concerned about recent market headlines, you’re not alone. Our Quarterly Market Outlook looks beyond the headlines to explain recent volatility, economic conditions and opportunities that may matter for long-term investors.

As always, I’m here to discuss how this outlook connects with your personal goals.

Our investment strategists provide Edward Jones’ perspective on the economy and the markets, and what it may mean for your portfolio.

Retiring early or switching careers? You might be able to access your retirement savings penalty-free—yes, even before 5...
05/19/2026

Retiring early or switching careers? You might be able to access your retirement savings penalty-free—yes, even before 59½.

You generally can’t tap retirement accounts early―unless you qualify for one of the exceptions.

You may be a rock star at running your business, but it helps to have a financial professional assist you with your comp...
05/16/2026

You may be a rock star at running your business, but it helps to have a financial professional assist you with your company's cash management and retirement plan.

Here's our business owners hub

You’ve planned the “saving” part—now plan the “spending” part. These 10 retirement reminders cover what most people miss...
05/14/2026

You’ve planned the “saving” part—now plan the “spending” part. These 10 retirement reminders cover what most people miss, from healthcare to taxes to daily purpose.

From healthcare costs to feeling a lack of purpose, here’s what most people overlook when planning for retirement.

Getting the most out of Social Security is actually quite simple — and it focuses on one key number. Here’s a clear-cut ...
05/12/2026

Getting the most out of Social Security is actually quite simple — and it focuses on one key number. Here’s a clear-cut route to help maximize your Social Security benefits.

The government’s formula rewards workers who keep earning income for at least 35 years.

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933 Cardinal Lane
Green Bay, WI
54313

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