Edward Jones-Financial Advisor: Jason Rozenboom

Edward Jones-Financial Advisor: Jason Rozenboom /*********/
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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/4xEV0V3

Whether you’re evaluating shifting roles or exploring a different path, your financial strategy should evolve with you. ...
09/05/2026

Whether you’re evaluating shifting roles or exploring a different path, your financial strategy should evolve with you. I’m here to help you see the full picture, from compensation and benefits to long-term planning. Together, we can build a plan that helps you feel confident about your future.

Career changes come with important financial considerations. As a financial advisor who builds relationships with profes...
09/03/2026

Career changes come with important financial considerations. As a financial advisor who builds relationships with professionals like you, I can help guide you through your options with confidence. Let's talk.

Isaiah Rozenboom and I were excited for the opportunity to partner with Bos Landen on their new scorecards!
09/02/2026

Isaiah Rozenboom and I were excited for the opportunity to partner with Bos Landen on their new scorecards!

Social Security is one of the most valuable assets you’ll have in retirement, which is why it’s imperative to understand...
09/01/2026

Social Security is one of the most valuable assets you’ll have in retirement, which is why it’s imperative to understand your options. Here are some factors you should consider when determining when to start collecting Social Security.

Social Security is a major part of your retirement. Review your options and view four things to consider before deciding when you should take Social Security.

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided ...
08/31/2026

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided greater clarity on the Fed's inflation-fighting priorities. Despite seasonal headwinds, the fundamental backdrop for equities remains constructive.

Angelo Kourkafas, Sr. Global Investment Strategist, discusses the latest developments in AI, Fed policy, and markets in this week's Weekly Market Wrap.



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When your career changes unexpectedly, a confident strategy can make all the difference. I’m here to guide you through p...
08/30/2026

When your career changes unexpectedly, a confident strategy can make all the difference. I’m here to guide you through potential financial options and support your next steps. Let’s talk.

You can always work luxury purchases into a plan, but what happens when "living large" starts shrinking your long-term s...
08/28/2026

You can always work luxury purchases into a plan, but what happens when "living large" starts shrinking your long-term security? Here's how to enjoy today without risking tomorrow.

How to Avoid Going Too Lean—or Too Lavish— With Your Money

Affected by corporate restructuring or a layoff? If so, you may have questions about how this change affects your 401(k)...
08/26/2026

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.

Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withst...
08/24/2026

Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withstand elevated rates. Despite the potential for seasonal volatility, resilient economic activity and strong corporate earnings support a constructive backdrop for equities.

Investment Strategist Brock Weimer explains what’s behind the move higher in long-term yields in the latest Weekly Market Wrap.



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