Edward Jones- Financial Advisor: Nate Rockey

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/4idiewO

09/08/2026

Affected by corporate restructuring or a layoff? If so, you may have questions about how this change affects your 401(k) and restricted stock. I can help you navigate vested and unvested company stock, while also exploring a confident financial path. Let's connect.

09/04/2026

With the increased prevalence and sophistication of fraud and cybercrimes, our cybersecurity and Senior Client Protection teams are meeting the challenge, ready to identify, analyze and protect clients from the moment fraud is detected. Learn more at edwardjones.com/privacy?utm_term=1228154&utm_source=facebook&utm_medium=social_media&utm_content=3202393&c3nid=1228154_facebook_3202393&c3ch=BranchSocialMedia&EID=MDAwMDAwMTY5NTE1Mg%3D%3D

08/31/2026

Many people learn about investing for the first time through their workplace.

This video highlights how the right retirement plan—paired with education—can help employees feel more informed and confident about their future. It’s the kind of partnership‑focused work we strive for at Edward Jones.

If you’re a business owner and want to explore what that could look like for your team, feel free to reach out. I’m here to help.

Learn more about how Edward Jones is partnering for positive impact: edwardjones.com/findingfulfillment?utm_term=1228154&utm_source=facebook&utm_medium=social_media&utm_content=3186891&c3nid=1228154_facebook_3186891&c3ch=BranchSocialMedia&EID=MDAwMDAwMTY5NTE1Mg%3D%3D

08/28/2026

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/4izRvuo

08/27/2026

Very grateful for an enjoyable summer of travel with sun, beaches, and memorable fun with the family.

That being said, I’m also ready for fall, my favorite season. How about you? It’s coming soon! Here’s to the last great days of summer.

08/24/2026

Paying for college can feel overwhelming. Try our calculator to estimate your financial aid and out-of-pocket college costs.

Discover smart ways to plan and pay for college. From Edward Jones and EVERFI

08/21/2026

The enactment of the One Big Beautiful Bill Act (OBBBA) will bring changes to charitable deductions in 2026 that may impact your deductions of future contributions. Don't hesitate to reach out with questions.

The enactment of the One Big Beautiful Bill Act (OBBBA) will bring changes to charitable deductions in 2026 that may impact your deductions of future contributions.

08/17/2026

Can your retirement savings grow tax-free? Roth IRAs could be your ticket to tax-free income in retirement. If you’re considering opening a Roth IRA, give me a call and I’d be happy to help you develop a retirement strategy that’s right for you.

Learn about this type of IRA, which allows for after-tax contributions with the potential for tax-free income in retirement.

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.