Edward Jones - Financial Advisor: Vickie Wicks

10/25/2026

From equity awards to diversification, I can help you make the most of your executive compensation strategy. Send me a message to schedule a consultation.

10/23/2026

Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and create a strategy aligned with your future goals. Reach out to my team to start the conversation.

10/22/2026

Higher interest rates have created new challenges for investors, but they may also be creating new opportunities. As bond yields reach levels not seen in decades, it may be time to take a fresh look at the role bonds can play in generating income, managing risk and supporting long-term goals.

Learn more in our October Monthly Portfolio Brief: https://bit.ly/4yCMvtp

10/21/2026

The recently announced 2027 Social Security cost-of-living adjustment (COLA) may provide added flexibility for some retirees. But understanding how changes to Social Security fit into your overall retirement income strategy is just as important as the increase itself.

If you're thinking about how Social Security, portfolio withdrawals and other income sources work together in retirement, I'm here to help you evaluate your options and create a strategy that aligns with your goals. Click to read more in the article below:

Social Security announces 2027 cost-of-living adjustment for benefits

10/20/2026

Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a strategy around your legacy goals. Send me a message, and let’s find time to connect.

10/19/2026

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-oriented and more defensive sectors amid concerns about rates, debt levels and growth expectations.

Mona Mahajan, Head of Investment Strategy, shares her perspective on what's driving the recent market rotation, why the broader fundamental backdrop remains constructive, and what it could mean for investors in the latest Weekly Market Wrap: https://bit.ly/3U4vRoq

10/18/2026

Executive compensation can be complex. I can help you make informed decisions about your financial future — let’s talk about your options.

10/16/2026

A successful business exit often starts well before a sale or transition. I can help you consider key financial planning strategies to prepare for what comes next — let’s talk about your vision.

10/16/2026

Let's take a look at the Market recap of last week...

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

10/13/2026

Building wealth takes thoughtful planning. I help families in our community develop strategies to manage wealth today while preparing future generations for tomorrow. Reach out to learn more.