Nelson Murphy Insurance & Investments

Nelson Murphy Insurance & Investments Nelson Murphy Insurance & Investments are trusted, ethical, professional and approachable investment

Nelson Murphy Insurance & Investments are trusted, ethical, professional and approachable investment advisor representatives located in Omaha, Nebraska 68144. We offer a wide-range of services including Financial Planning, Investment Management, Insurance (Life, Disability, and Long Term Care), Employer Sponsored Benefits, and Estate Planning. Our purpose is to simplify the process of reaching you

r goals by guiding you in effective financial planning. We accomplish this through decades of experience among our advisors and staying current on new developments in the field of financial management.

🏡 June is National Homeownership Month!For many families, a home is more than a place to live. It's one of the largest i...
06/10/2026

🏡 June is National Homeownership Month!

For many families, a home is more than a place to live. It's one of the largest investments they'll ever make and an important part of their overall financial picture.

When incorporated into a comprehensive financial plan, homeownership can help build equity, create long-term wealth, and provide financial stability for years to come.

Not sure how your home fits into your financial plan? We're here to help.

Getting started early can make a meaningful difference when it comes to building long-term financial confidence.Having c...
06/05/2026

Getting started early can make a meaningful difference when it comes to building long-term financial confidence.

Having conversations, asking questions, and working with someone who can help guide you through the process may help create a stronger foundation for your future goals.

No matter where you’re starting, taking the first step is what matters most!

Are you asking your financial planner the right questions?A strong financial plan isn't just about investments; it's abo...
06/02/2026

Are you asking your financial planner the right questions?

A strong financial plan isn't just about investments; it's about making sure your strategy continues to support your goals as life changes.

In our latest blog, we share 3 important questions that can help you:

✔Stay aligned with your financial goals

✔Understand how market and economic changes may impact your plan

✔Identify opportunities and risks before they become bigger issues

The answers may reveal more than you think.

Read the full blog: https://nelsonmurphyinvest.com/3-questions-to-ask-your-financial-planner/

Happy 529 Plan Day! 🎓May 29th is the perfect reminder to think about one of the smartest ways to save for your child's f...
05/29/2026

Happy 529 Plan Day! 🎓

May 29th is the perfect reminder to think about one of the smartest ways to save for your child's future. A 529 plan offers tax-free growth for education expenses, from tuition and books to so much more. And the earlier you start, the more your money can grow.

Not sure where to begin? We're always here to help you work toward your financial goals. Give us a call or visit us online to learn more.

đź“ž 402-963-0200

NOTE: The fees, expenses, and features of 529 plans can vary from state to state. 529 plans involve investment risk, including the possible loss of funds. There is no guarantee that an education-funding goal will be met. In order to be federally tax-free, earnings must be used to pay for qualified education expenses. The earnings portion of a nonqualified withdrawal will be subject to ordinary income tax at the recipient’s marginal rate and subject to a 10 percent penalty. By investing in a plan outside your state of residence, you may lose any state tax benefits. 529 plans are subject to enrollment, maintenance, and administration/management fees and expenses.

Markets made a strong comeback in April, rebounding sharply from March declines as solid fundamentals and renewed invest...
05/27/2026

Markets made a strong comeback in April, rebounding sharply from March declines as solid fundamentals and renewed investor confidence helped fuel the rally — even amid ongoing geopolitical uncertainty.
What’s driving the momentum, and what could it mean for investors moving forward? Read more in our May market update on the blog.

https://nelsonmurphyinvest.com/market-update-may-2026/

If you missed our open house, here's a little virtual tour!We couldn't be more proud of how our space came together, des...
05/26/2026

If you missed our open house, here's a little virtual tour!
We couldn't be more proud of how our space came together, designed to reflect the care and intentionality we bring to every client relationship. From the moment you walk through our doors, we want you to feel at ease.

Whatever your financial goals look like, we're always here to help you get there.

05/20/2026

Retirement planning starts with one question: what do you want your life to look like? Not just the numbers: the vision. Where you'll live, how you'll spend your time, what matters most to you. The financial strategy follows from there. That's the difference between a plan and a plan that actually works.

Learn more at https://nelsonmurphyinvest.com/financial-planning-by-lifestage/retirement/

Note: The fees, expenses, and features of 529 plans can vary from state to state. 529 plans involve investment risk, including the possible loss of funds. There is no guarantee that an education-funding goal will be met. In order to be federally tax free, earnings must be used to pay for qualified education expenses. The earnings portion of a nonqualified withdrawal will be subject to ordinary income tax at the recipient’s marginal rate and subject to a 10 percent penalty. By investing in a plan outside your state of residence, you may lose any state tax benefits. 529 plans are subject to enrollment, maintenance, and administration/management fees and expenses.

05/11/2026

We were truly honored to welcome so many of you to our open house last week. Your presence made the occasion all the more special, and we're grateful for the warmth and support you brought through our doors.

We're proud to say we are settled into our new office space and excited for what's ahead. Thank you, sincerely, for helping us celebrate this next chapter!

If you have children or your assets have grown to a meaningful level, an estate plan isn't something to put off — it's s...
05/04/2026

If you have children or your assets have grown to a meaningful level, an estate plan isn't something to put off — it's something to prioritize. It's how you protect what matters most and ensure your wishes are carried out.

Not sure where to start? That's what we're here for.

http://nelsonmurphyinvest.com/

Markets took a step back in March as renewed geopolitical tensions in the Middle East unsettled investors. Rising energy...
04/30/2026

Markets took a step back in March as renewed geopolitical tensions in the Middle East unsettled investors. Rising energy prices and higher interest rates added pressure, creating a challenging environment for both stocks and bonds, leaving global markets in negative territory to close out the quarter.

What does this mean for your portfolio and the months ahead? Read our full market update on the blog for key insights and what to watch next:
https://nelsonmurphyinvest.com/market-update-april-2026/

Address

9290 W Dodge Road, Suite 402
Omaha, NE
68114

Opening Hours

Monday 8:30am - 4pm
Tuesday 8:30am - 4pm
Wednesday 8:30am - 4pm
Thursday 8:30am - 4pm
Friday 8:30am - 4pm

Telephone

+14029630200

Website

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