Edward Jones - Financial Advisor: Nathan Rockholm

Edward Jones - Financial Advisor: Nathan Rockholm /*********/
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As the market navigates a tech rotation and highly anticipated public offerings, investors are seeing a shift toward bro...
06/15/2026

As the market navigates a tech rotation and highly anticipated public offerings, investors are seeing a shift toward broader market participation. Angelo Kourkafas, Senior Global Investment Strategist, explains how this could impact investors in our Weekly Market Wrap.

https://bit.ly/44bxUs4

06/12/2026

Of all the retirement income plans I have built, and one mistake shows up again and again:

They focus on saving, but ignore income planning.

Your income in retirement comes from what you have accumulated, dont lose focus on how efficiently and sustainably you can turn your saving into a paycheck-like retirement income plan.

Questions you should be asking:
• How long will my money last?
• What’s my withdrawal strategy in a down market?
• How do I minimize taxes on my income streams?
• Do I have income sources in place and what does that look like?

Retirement should feel like freedom and fulfillment, not financial guesswork.

If your plan doesn’t clearly map out income, it’s incomplete.

If you’re navigating a career change, you may have questions about your 401(k), restricted stock or whether your portfol...
06/11/2026

If you’re navigating a career change, you may have questions about your 401(k), restricted stock or whether your portfolio is overconcentrated. I’m here to help you explore your options.

More than half of Americans feel financially conflicted. But those who feel financially fulfilled? They’re healthier, mo...
06/10/2026

More than half of Americans feel financially conflicted. But those who feel financially fulfilled? They’re healthier, more connected and more in control of their future.

That’s the difference a thoughtful plan can make. Let’s talk about what a customized plan could look like for you.

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

Whether you’re evaluating shifting roles or exploring a different path, your financial strategy should evolve with you. ...
06/09/2026

Whether you’re evaluating shifting roles or exploring a different path, your financial strategy should evolve with you. I’m here to help you see the full picture, from compensation and benefits to long-term planning. Together, we can build a plan that helps you feel confident about your future.

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driv...
06/08/2026

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driven inflation have meaningfully shifted the outlook toward potential policy tightening — creating a more complex backdrop for equities and fixed income alike. Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4vvU0kB

Career changes come with important financial considerations. As a financial advisor who builds relationships with profes...
06/05/2026

Career changes come with important financial considerations. As a financial advisor who builds relationships with professionals like you, I can help guide you through your options with confidence. Let's talk.

06/04/2026

Most people don’t have a retirement plan… they have a retirement hope.

Hope that Social Security will be enough.
Hope the market cooperates.
Hope they won’t outlive their money.

After almost 30 years in the military, here’s what I can tell you: hope is not a strategy.

Retirement readiness comes down to answering a few critical questions:
-When can you realistically retire?
-How much income will you need monthly?
-Where will that reliable income come from?
-How will taxes impact your withdrawals?

If you don’t know these answers, you’re not behind, you just haven’t started with the right plan yet.

The good news? It’s never too late to bring clarity and financial fulfillment to your future.

Unexpected career transitions can be stressful, but they can also open the door to new possibilities. I'd be happy to sh...
06/03/2026

Unexpected career transitions can be stressful, but they can also open the door to new possibilities. I'd be happy to share my perspective and discuss potential financial options. Reach out so I can help you navigate what’s next with confidence.

Edward Jones’ new research with Gallup shows something powerful: Only 16% of Americans are financially fulfilled, meanin...
06/02/2026

Edward Jones’ new research with Gallup shows something powerful: Only 16% of Americans are financially fulfilled, meaning their finances support the life they want. But financial wellbeing isn’t defined by income or net worth alone. It’s driven by confidence, alignment with personal values and a sense of security and direction.

If this is something you’d be interested in, let’s connect. I’m here to help you make your money work for you.

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

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