Edward Jones - Financial Advisor: Eric Appesland

06/11/2026

When “paper wealth” becomes real overnight…what comes next?

For many employees, an IPO or sudden liquidity event can feel like both a breakthrough and a turning point. One day, compensation is largely tied up in equity. The next, you’re facing decisions about taxes, concentration risk, timing, and what this new wealth actually means for your life.

I’ve seen three patterns show up consistently in these moments:

1️⃣ Concentration risk sneaks up quickly: Even after a liquidity event, a large portion of wealth often remains tied to one company. What built your wealth isn’t always what preserves it.

2️⃣ Tax decisions are time-sensitive and consequential: Exercise strategies, holding periods, and selling decisions can materially impact after-tax outcomes.

3️⃣ The emotional side is real: There’s pride, loyalty, hesitation, and sometimes pressure, all wrapped into financial decisions that deserve objectivity.

A better starting question: “What role should this wealth play in my life?”

From there, the path gets clearer and what emerges is a plan built around your goals, not just your company.

If you’re navigating one, I’m always happy to be a sounding board.

https://bit.ly/4eDKztO

06/05/2026

Edward Jones is proud to be part of Seattle Soccer Celebration alongside Seattle Sounders FC, investing in communities and culture, and showing up when it matters most. Soccer and investing have a lot in common — both reward discipline, planning and a long-term view. Let's talk about building a strategy that works for you. Photo
by Analog Heart / Sounders FC.

Reach out and let's talk about your next move.

05/21/2026

Market conditions can change fast — but your strategy doesn’t have to. Set clear goals, review your progress regularly and keep your portfolio diversified to help you stay on track no matter what the market is doing.

Ready to put these habits into practice? Let's strengthen your long‑term strategy.

Market sentiment, policy backdrop, and geopolitics can change quickly.www.edwardjones.com/us-en

05/19/2026

Talking to your family about money can be hard, but learning how to have productive conversations can actually help your finances.

Learn about topics, strategies, and best practices for having family conversations about money. From Edward Jones and EVERFI

05/11/2026

Life is full of surprises, but when you’ve got the right guidance and assistance, you can be ready for just about anything. Here are some tips to help you protect your financial future from unexpected events.

Retirement risks

05/07/2026

When you consolidate your retirement accounts with my office, I can see the “big picture” of your retirement savings more clearly and help align your strategy with it.

You work hard for your income. Here are some ways to help ensure your retirement dollars are working hard for you.www.edwardjones.com/us-en

05/04/2026

For years I've used apps to stay accountable to my habits. Gym apps, goal trackers, health monitors. They each do their thing well.

The problem is that none of them do *my* thing well.

There was always some view I wanted that didn't exist, some metric I track that didn't fit the schema, some combination of data from two different apps that weren't connected. I'd work around it, export CSVs, build manual spreadsheets, and inevitably let it slip.

So I stopped waiting for the right app and built my own dashboard with the new vibe-coding tools. I pulled in data from Apple Health and a few other sources, defined exactly the metrics I care about, and built the views I actually want to look at.

That gap between perceived consistency and actual consistency is where most habit systems quietly fail. I've always thought "what doesn't get measured doesn't get done" is true.

The best part isn't the dashboard itself. It's that I can change it whenever I want. If I have new question about my data I describe it and it gets built. No feature requests to a black hole feedback inbox. No waiting for prioritization.

If you've ever thought "this app is 80% of what I need", the other 20% is now buildable. You don't need to be a developer. You need to be able to describe what you want.

That's a different kind of leverage.

*I know steps is easily visible in many apps. The point is the dashboard gives me all my data in the view I want, is interactive, and is used in conjunction with other data to generate insights.

05/01/2026

Did you know that May 2 is National Life Insurance Day? That’s because it’s the anniversary of when it first became available in the United States.

Learn more with our life insurance guide: https://bit.ly/3QIGaMY

04/09/2026

I wish more people knew that you don’t need to have everything figured out before talking to a financial advisor.

You also don’t need perfect numbers. In fact waiting until life is "perfect" may keep you waiting your entire life.

You don’t need to be “good with money” or know it all before starting the conversation.

Often, people reach out during times of change, when they’re trying to slow down, reflect, and make thoughtful decisions.

Most conversations start with uncertainty… not clarity.

Just a thought for anyone quietly thinking things through.

*picture taken by me at Lake Annecy, France*