Edward Jones - Financial Advisor: Nathan Rockholm

Edward Jones - Financial Advisor: Nathan Rockholm /*********/
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09/08/2026

An emergency fund may not be exciting, but it can be one of the most important financial tools available.

Having accessible savings can help provide flexibility when unexpected expenses arise.

Whether it's a medical bill, car repair, home repair, or temporary disruption in income, emergency savings can help prevent short-term challenges from becoming long-term financial setbacks.

Sometimes the most important part of a financial strategy is not the return you earn.

It's the flexibility you create.

Investors will be closely watching the September Federal Reserve interest rate decision. What factors are the voting mem...
09/08/2026

Investors will be closely watching the September Federal Reserve interest rate decision. What factors are the voting members of the FOMC likely to weigh?

Our Principal, Head of Investment Strategy Mona Mahajan digs into three in our latest Weekly Market Wrap: https://bit.ly/4gGeFOx

Did you know that May 2 is National Life Insurance Day? That’s because it’s the anniversary of when it first became avai...
09/07/2026

Did you know that May 2 is National Life Insurance Day? That’s because it’s the anniversary of when it first became available in the United States.

Learn more with our life insurance guide: https://bit.ly/4qVAfC2

09/06/2026

People often ask what causes financial plans to fall off track.

It's not always poor investment performance.

Sometimes it's:

- An unexpected job loss
- A major health event
- A disability
- Property damage
- A lack of emergency savings

Life happens.

One of the goals of financial planning is helping build flexibility and resilience so unexpected events don't derail long-term goals.

It's devastating to see the impact of natural disasters on people's lives and property. If you’ve been affected, what sh...
09/05/2026

It's devastating to see the impact of natural disasters on people's lives and property. If you’ve been affected, what should you do to begin the recovery process?

If you’ve been impacted by a natural disaster, consider these steps to help begin the recovery process.

09/04/2026

If you were unable to work for the next 12 months, what would happen to your financial plan?

Most people spend time thinking about retirement.

Far fewer spend time thinking about the risks that could impact their ability to reach retirement.

That's why risk management is such an important part of planning.

A financial plan isn't just about preparing for the future you expect.

It's also about preparing for the possibilities you don't.

Life insurance can be an important tool to help provide for your family should an unexpected death occur—but did you kno...
09/03/2026

Life insurance can be an important tool to help provide for your family should an unexpected death occur—but did you know you can also use it to fund your legacy goals? Here’s how.

Fund your legacy

09/02/2026

Most people think financial planning starts with investing.

In reality, it often starts with protecting what you've already built.

Before focusing on growth, it's worth asking:

- Do you have an emergency fund?
- Are your loved ones protected if something happens to you?
- Could your finances withstand a disability or serious illness?
- Is your property adequately protected?
- Do you have a strategy for long-term care needs?

Investments are important, but a strong financial foundation also includes preparing for the unexpected.

Sometimes the most valuable part of a financial plan is the protection it provides when life doesn't go according to plan.

09/02/2026

Join us for our webinar, From wealth to legacy: The conversation you've been putting off on Wed, Sep 16 2026 at 03:00 PM CDT

Wednesday, September 16, 2026 at 3:00 PM Central Daylight Time.

Life insurance isn’t always easy to understand, but figuring out how much you should get to keep your family protected i...
09/01/2026

Life insurance isn’t always easy to understand, but figuring out how much you should get to keep your family protected is a good place to start. Use our life insurance calculator, “L-I-F-E,” to get an estimate: https://bit.ly/4gJj026

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