Edward Jones- Financial Advisor: Mitchell Rooks

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/4cdn1KQ

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.

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/45IhHvo

08/24/2026

Wishing Jill the Happiest of Birthdays. Jim and I are so thankful for all the things she does for our clients.

08/21/2026

Jill, Beth, & Melanie had the opportunity to attend a professional development today for the Branch Office Administrators in our region. Not only were they able to gain knowledge and valuable tools to better serve our clients, but also able to enjoy the beautiful end of summer weather. Many thanks to my Jim's wife Megan who is holding down the fort at the office so these amazing ladies can enjoy their day.

08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/4qlTkx9

07/14/2026

While market volatility in 2026 increased risk and dominated headlines, history suggests that periods of uncertainty have tended to be temporary, often creating attractive opportunities for disciplined long term investors.

Here are a few steps investors can consider to help navigate market volatility with greater confidence.

The first half of the year is a reminder that market volatility is often triggered by external shocks with broad economic implications.www.edwardjones.com/us-en

07/09/2026

If you’re retired or nearing RMD age, your withdrawal strategy matters more than you might think. From qualified charitable distributions to thoughtful Roth conversion planning, there may be ways to better manage required withdrawals and their tax impact.

During your working years, you likely built much of your retirement savings in tax-advantaged accounts such as a 401(k) or a traditional IRA.www.edwardjones.com/us-en

07/07/2026

An equity compensation strategy should always start with you. Getting to know you, your goals and your wishes for the future means that we can help structure your next steps according to your life, not a generic playbook. Let’s work together to capture opportunities and avoid the risks. Reach out today.