Edward Jones: Adam Bickel

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Many retirees look forward to traveling more in retirement — and the most enjoyable trips often start with a plan. Think...
07/23/2026

Many retirees look forward to traveling more in retirement — and the most enjoyable trips often start with a plan. Thinking ahead about how you want to travel, budgeting for the unexpected and prioritizing comfort can make a big difference in both cost and enjoyment.

With fewer calendar constraints and greater flexibility, travel may suddenly feel more possible in retirement.www.edwardjones.com/us-en

Stay up to date with the latest developments, trends and daily insights on the market.
07/20/2026

Stay up to date with the latest developments, trends and daily insights on the market.

Stay up to date with latest developments, trends, and daily insights on the market. Get a comprehensive look at market movements, international updates, economic indicators, and our expert's analysis.

Even with volatility from geopolitical risks and inflation pressures, disciplined investors have been rewarded with soli...
07/16/2026

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/44uCl1x

Life insurance can sometimes be confusing. If you already have it, you may be wondering if you have enough. If you don't...
07/13/2026

Life insurance can sometimes be confusing. If you already have it, you may be wondering if you have enough. If you don't have it yet, what type do you need?

Our guide to help you figure out how much and what type of insurance you need.www.edwardjones.com/us-en

Financial planning allows me to take a comprehensive look at my client's entire financial picture, dive deeper into area...
07/09/2026

Financial planning allows me to take a comprehensive look at my client's entire financial picture, dive deeper into areas of opportunity and create a plan tailored to their unique goals.

A comprehensive approach to managing wealth financial planning delivers a personalized experience across five areas of your financial life.www.edwardjones.com/us-en

You can’t control market fluctuations. But you can follow time-tested investment principles – diversifying your portfoli...
07/06/2026

You can’t control market fluctuations. But you can follow time-tested investment principles – diversifying your portfolio, owning quality investments and investing for the long term.

Tips for reaching your goals

Conflict-driven market swings grab attention, but they rarely change the long-term trajectory. Here’s a clear look at wh...
07/02/2026

Conflict-driven market swings grab attention, but they rarely change the long-term trajectory. Here’s a clear look at what history has shown time and again.

Staying invested despite geopolitical events can pay off in the long run.

06/29/2026

An owner-only defined benefit plan can help you secure a predictable retirement income. Let's evaluate whether this plan fits your goals.

Saving for retirement is paramount when you work for yourself.

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Have you reviewed your estate plan lately? Taking steps today may help reduce the amount of taxes you or your heirs may ...
06/25/2026

Have you reviewed your estate plan lately? Taking steps today may help reduce the amount of taxes you or your heirs may pay later.

Taking steps today may help reduce the amount of taxes you or your heirs may pay later.

Large IPOs can come with a lot of fanfare. But in the early days of public trading, it can be difficult to separate long...
06/22/2026

Large IPOs can come with a lot of fanfare. But in the early days of public trading, it can be difficult to separate long-term fundamentals from short-term momentum.

We break down what history shows about IPO performance – and share key considerations to help investors stay grounded in the fundamentals:

Initial public offerings (IPOs) tend to attract a lot of investor interest, especially when the company is large and well-known. The excitement can be tempting, but it doesn't always lead to strong investment results. We encourage investors to look beyond the headlines and focus on whether the share...

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1020 Oconomowoc Parkway Unit C
Oconomowoc, WI
53066

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