Edward Jones - Financial Advisor: Eric Appesland

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

05/14/2026

The best engineers I know treat incident reviews as a gift. Something breaks, you document what happened, you find the gaps in the system, and you build something more resilient. No blame, no panic, just signal extraction from a failure.

I think about financial planning the same way.

Most people don't look at their money until something goes wrong, a market drop, an unexpected tax bill, a job loss. By then you're already in reactive mode. The gap isn't usually a bad decision; it's the absence of a review process at all.

Running a "financial incident review" annually, or after any major life event is one of the most underused tools I see. Not a panic review. A structured one: What changed this year? What assumptions did I build this plan on that are still true? What's a single point of failure I haven't addressed?

The goal isn't perfection. It's reducing the blast radius of the next unexpected thing.

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*

04/02/2026

A quote I think about a lot: "Process saves us from the poverty of intentions.”

Intentions are easy. Follow-through is hard.

That’s where process comes in
- a repeatable process creates discipline.
- Discipline creates momentum.
- Momentum creates results.

Without process, intentions fade.

With process, goals compound.

This applies to leadership, career growth, family, health, purpose, and it absolutely applies to your finances.

Your process is what transforms goals into reality.

*picture of a vinyard (process, discipline), taken by me in Rüdesheim am Rhein, Germany