Edward Jones - Financial Advisor Bill Collin

Edward Jones - Financial Advisor Bill Collin We help clients Organize, Build, Protect & Transfer their wealth. Every thing we do - is about you.

We start our process by really listening so we can understand your true needs, as well as those of your family or business. We then create and implement holistic strategies to guide informed financial decisions and help avoid common mistakes. I've furthered my education by earning the Accredited Behavioral Finance Professional™ designation to coach you through the entire process with a smart, fact

s-first approach. Finally, we can connect with your professional partners to address your tax and estate advice needs to help protect your family's legacy and life's work. Our focus is working with those who, like us, have moved Up North for retirement, but are excited to meet new friends and neighbors from all walks of life. Whether you're just getting started, have already settled in, or simply don't want to leave your money behind at an impersonal 401(k), with a previous or retiring advisor, we'd love to talk to you about being part of our local small business family. The first step is all yours: Drop by for coffee, call, message or email, and we'll take time to discuss your unique situation and "what you want to be when you retire." About me:

I chose Interlochen for my business to join a community where I can have a real local impact. I serve on the Interlochen Downtown Development Authority, Chamber of Commerce and Frankfort Rotary Club. I support the Green Lake & Duck Lake Association, Economic Club of Traverse City and Traverse Connect, as well as many local charities. I joined Edward Jones after working for several Fortune 500 companies and navigated the move Up North from Midland, Michigan, eight years ago. We know the challenges of finding all the new things you need and can share our connections. My wife, Viola, is a retired public school teacher who now supports educators with health insurance. We enjoy the beauty of Northern Michigan and are passionate about cooking, wine, golf, gardening and spending time with our two adult daughters and three amazing grandsons. Member SIPC
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Whether you employ a handful of people or a growing team, a business retirement plan helps your employees prepare for th...
09/03/2026

Whether you employ a handful of people or a growing team, a business retirement plan helps your employees prepare for the future. The right plan can be simple to establish and easy to maintain.

Plan for the future with strategic workplace retirement solutions. Discover tax-saving opportunities through specialized retirement plans for small businesses.

09/02/2026

Financial fulfillment is about more than money. It's having confidence in your future, being prepared for the unexpected, and feeling in control of your financial life.

Research from Edward Jones and Gallup found that financially fulfilled individuals often:
• Have an emergency fund
• Follow a retirement strategy
• Save for major goals
• Have an estate plan
• Work with a financial advisor

Financial fulfillment may be closer than you think. Let's talk about the steps that can help you get there.



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

Content provided by Edward Jones

09/01/2026

As we head towards the back half of 2026, it’s a good time to step back and remember three important ground rules for long-term investors. Principal, Head of Investment Strategy Mona Mahajan discusses strategies and best practices for investing during uncertainty.

Watch the full episode: https://bit.ly/4ybGlAu

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided ...
08/31/2026

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided greater clarity on the Fed's inflation-fighting priorities. Despite seasonal headwinds, the fundamental backdrop for equities remains constructive.

Angelo Kourkafas, Sr. Global Investment Strategist, discusses the latest developments in AI, Fed policy, and markets in this week's Weekly Market Wrap.



https://bit.ly/3Utj66C

When facing a liquidity event, you have a lot to think about — and it’s not just compensation and taxes. What could the ...
08/28/2026

When facing a liquidity event, you have a lot to think about — and it’s not just compensation and taxes. What could the future look like for you and everyone who’s important to you? I’m here to help you answer those questions and create a meaningful strategy. Let’s chat.

From tuition and housing to everyday spending, college introduces new financial rhythms. Seeing everyday money alongside...
08/27/2026

From tuition and housing to everyday spending, college introduces new financial rhythms. Seeing everyday money alongside long-term goals can help bring confidence to decisions, now and as this next chapter unfolds.

Simplify your financial life with Edward Jones®️ Everyday Solutions Checking and Credit Cards, powered by U.S. Bank®️.

Learn more here: https://bit.ly/4hYyy4n

The creditor and issuer of this credit card is U.S. Bank National Association, pursuant to a license from Mastercard International Incorporated. Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated.

The AI infrastructure boom is transforming the technology sector and changing how corporate bond markets evaluate risk, ...
08/26/2026

The AI infrastructure boom is transforming the technology sector and changing how corporate bond markets evaluate risk, leverage and return potential.

Senior Fixed Income Analyst Brian Therien explains what this can mean for fixed income investors in our Monthly Fixed-Income Focus.

https://bit.ly/4gfOga4

08/25/2026

How long can the AI cycle last? What could derail the stock market from here? Our Principal, Head of Investment Strategy Mona Mahajan joined CNBC Squawk Box to discuss key questions for investors.

Watch the full interview: https://bit.ly/4wQNpld

Investing based on emotion can result in buying high, selling low or straying from your long-term strategy. Here are som...
08/24/2026

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/3SxZnBY

Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withst...
08/24/2026

Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withstand elevated rates. Despite the potential for seasonal volatility, resilient economic activity and strong corporate earnings support a constructive backdrop for equities.

Investment Strategist Brock Weimer explains what’s behind the move higher in long-term yields in the latest Weekly Market Wrap.



https://bit.ly/4gQAESI

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9672 US-31/Suite 400
Interlochen, MI
49643

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