Edward Jones - Financial Advisor: Nathan Rockholm

11/02/2026

Markets, politics, and investor emotions often collide during election years. A little historical perspective can go a long way. Take a look:

With the 2026 midterm elections approaching, investors are once again asking what politics may mean for markets and whether the elections have the potential to disrupt this year's positive momentum. History suggests that elections often create short-term uncertainty, but they have rarely been the pr...

10/31/2026

As the year is coming to an end, tick one more thing off your "very important to-do" list by looking at how you're planning your estate. A properly planned estate strategy gives control over how to provide for what you value most, financially and personally, once you are no longer able to do so yourself.

Talk to your attorney and check out our hub to help you get started: https://bit.ly/4iSi6BJ

10/30/2026

As families gather this time of year, it brings to mind how we can provide for our loved ones and what legacy we'll leave them when we're gone. Be sure to meet with your family to discuss the details of your estate and the reasons behind your decisions. This can help prevent future conflict, reinforce your values and support stronger relationships.

Want more tips? Consider these seven things when planning your estate with your attorney: https://bit.ly/4BGOlfM

10/29/2026

A Retirement Reality Check.

Before retirement, many people ask:

"How much money do I need?"

A better question might be:

"How much income will I need every month, and what will that income need to cover?"

Think beyond monthly bills:

- Healthcare
- Travel
- Home maintenance
- Family support
- Unexpected expenses

Retirement planning is about replacing a paycheck, not just accumulating a number.

10/28/2026

The Best Financial Decision Isn't Always the Math Decision

Sometimes the mathematically correct answer isn't the answer you'll feel comfortable living with.

I've seen people choose to:
- Pay off a mortgage early
- Keep extra cash on hand
- Delay retirement by a year

Not because they had to.

Because it helped them sleep better at night.

Financial planning should support your life, not just your spreadsheet.

10/27/2026

Building a Plan for the Unexpected.

One lesson I learned in the military:

You don't build a plan assuming everything goes perfectly.

You build a plan that can adapt when things don't.

Financial planning works the same way.

The goal isn't predicting every challenge.

The goal is preparing for them.

10/26/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/4i6FADV

A summary of last week's market highlights and economic news.

10/26/2026

One of the Retirement Planning Questions I Love Asking.

What would make you feel truly secure in retirement?

The answer is rarely a specific dollar amount.

It usually involves family, freedom, health, and peace of mind.

10/25/2026

Protecting Your Legacy.

Most people spend decades building wealth.

Few spend enough time discussing how to preserve it from unexpected healthcare expenses.

Legacy planning isn't just about transferring assets.

It's about protecting them.

10/24/2026

Are You Carrying Debt or Is Debt Carrying You?

Debt can be a useful tool.

But every debt payment represents future income already committed.

An important retirement question is:

"How much future income have I already promised away?"