Edward Jones - Financial Advisor: Mike Robin

07/18/2026

I often hear clients say, “I know I should have invested it, but I spent it instead.” That’s rarely a discipline problem; it’s a planning problem.

Windfalls feel different from regular income, which is why intention matters so much when they arrive. Learn how to help give your future self a fair chance when unexpected cash shows up: https://bit.ly/3T7PD1n

07/17/2026

If you’re a SpaceX employee, you may be facing a significant growth opportunity. We can help you make the decisions that can help define your future. Tell us what’s important to you, and we can model several scenarios to help you fund what you want to achieve. Reach out for an appointment.

07/16/2026

If you'll soon retire, or recently have, market volatility may feel especially unsettling. And that’s understandable because at this point in your life, market downturns can have an outsized impact on your financial security.

That’s why now is a good time to stress-test your retirement income.

First, start by confirming how much you rely on your portfolio for income and how a market drop may affect your short-term needs.

Then consider whether you have enough in an emergency fund to help you through. Three to six months’ worth of essential expenses is a standard rule of thumb.

And think about where you could adjust your spending, and if you need to reduce your exposure to riskier assets such as stocks.

If you’d like help stress-testing your retirement income plan, I can help you evaluate your options and stay focused on your long-term goals, even when the markets are anything but steady.

Content provided by Edward Jones

07/15/2026

Even with volatility from geopolitical risks and inflation pressures, disciplined investors have been rewarded with solid broad-based gains over the year. With a constructive global backdrop unfolding, we've refined our guidance to help set up for the second half of 2026, emphasizing diversification to help capture broadening opportunities.

Portfolio Strategist Tom Larm breaks it down in our Monthly Portfolio Brief.

https://bit.ly/4wBUvua

07/14/2026

Big wins often start with smart planning. Whether you’re in your rookie season or nearing retirement, a thoughtful game plan can help you work toward what matters most.

Edward Jones is proud to be the Official Wealth Management Partner of Oregon Athletics. This legendary program knows the importance of teamwork and planning for what’s ahead. And so do we. Let’s build a financial strategy that works for your life.

Learfield Sports, LLC and the University of Oregon are not current clients of Edward Jones. These entities were compensated for these endorsements. For more information, visit https://bit.ly/4w2CHs3.

07/13/2026

Even though 32% of Americans experience are financially stressed and money is a constant source of pressure, 73% are using the internet as a source of financial advice, and largely managing their finances alone. This is where a financial advisor can make a difference. Research shows that financially fulfilled adults are 4.3x more likely to work with a financial advisor compared to financially stressed adults.

If financial stress is something you’re dealing with on your own, you don’t have to. Let’s talk through where you are and where you want to go.

Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

07/12/2026

Recent market headlines are reinforcing three key drivers we're watching this summer. Senior Global Strategist Angelo Kourkafas covers what it might mean for investors.

Watch the full version: https://bit.ly/4whTNCJ

07/11/2026

If you’re retired or nearing RMD age, your withdrawal strategy matters more than you might think. From qualified charitable distributions to thoughtful Roth conversion planning, there may be ways to better manage required withdrawals and their tax impact.

During your working years, you likely built much of your retirement savings in tax-advantaged accounts such as a 401(k) or a traditional IRA.www.edwardjones.com/us-en

07/11/2026

Planning for Medicare? Don't forget that your health needs will change as you age. The coverage you choose now should work for you years down the road too. We break down Medicare's two options and help you think through what matters most.

As you approach 65, you’re likely thinking about the next chapter — travel plans, new hobbies and time with loved ones.www.edwardjones.com/us-en

07/10/2026

Summer is often a time to slow down — and it can also be a great opportunity to check in on your retirement plans. Whether you’re building savings or already retired, a quick review can help ensure your strategy still aligns with your goals. If you’ve been meaning to take a closer look, this season may be the right time to start the conversation.

With summer underway and the year at its midpoint, it can be a helpful moment to step back and revisit your progress toward what is likely one of your most important financial goals — your retirement. www.edwardjones.com/us-en