Edward Jones - Financial Advisor: Cory R. Nickel


Is a Recession On the Horizon?

Frequent predictions that the economy is sliding into recession may be making you wonder if one is around the corner.

voices.cf.socialware.com Fortunately, an upswing in recession predictions doesn’t produce an actual recession.


Life Insurance & Your Financial Strategy

Pay off the mortgage, pay for education, provide for your spouse and children. When life doesn't go as planned, life insurance can be an important part of your financial strategy.

voices.cf.socialware.com Why life insurance is an important part of your financial strategy.


Happy Mother's Day

Countless laughs, memories and moments that matter … thank you to all who have mothered us.

voices.cf.socialware.com How are you planning to celebrate Mother's Day?


What Is An Annuity?

A quick refresher.

voices.cf.socialware.com Does this investment type make sense for you?


Have You Considered Long-term Care Insurance?

We review the ins and outs of this financial strategy, designed to protect your loved ones.

voices.cf.socialware.com This might be one way you can help continue to meet your family's financial needs.


What Could Health Care Cost You in Retirement?

While health care costs may be beyond your control, you can control how you prepare for them.

voices.cf.socialware.com As you think about health care expenses in retirement, there are several considerations.


What Should You Do With an Inheritance?

Here are 4 considerations.

voices.cf.socialware.com Take your time when making these crucial decisions, and let me know how I can help.

3 Investing Myths – Separating Fiction from Reality

Here are 3 common myths you'll want to avoid right from the start.

voices.cf.socialware.com Let's talk about the strategies that are right for you.


Investing Considerations for Business Owners

Let me help you develop a comprehensive financial strategy that encompasses the needs of your business, employees and your family.

voices.cf.socialware.com How to stay on track with your professional and personal financial goals.


The Impact of Stock Overconcentration

Simply put, diversification is key.

voices.cf.socialware.com Putting most of your financial resources into just one investment can be risky business.


What’s Behind Big Market Moves?

Are big daily market moves becoming the exception or the norm?

voices.cf.socialware.com Long-term investors know to be prepared for market volatility, but large daily swings can test any investor’s patience. What do these big daily moves mean?

[02/13/19]   Flowers? Check. Chocolates? Check. Life insurance? Ask me about protecting your loved ones this Valentine's Day.


What Are the Biggest Risks to My Retirement?

4 common risks and what you can do to prepare now

voices.cf.socialware.com Let's work together to get ready for the unexpected.


Tax Resource Center

Each week, we'll feature a tip to help you navigate tax season. Today, take a look at our Tax Resource Center.

voices.cf.socialware.com From deductions to consider to defining commonly used terms, we'll be providing tips to help you over the next few months.


Answers to Common Questions about Edward Jones Tax Forms

From cost basis to corrections, we address your questions.

voices.cf.socialware.com You have questions? We have answers.


Invest More Time In Your Clients

The sophisticated, proprietary tech available in every branch office enables our financial advisors to maximize their efficiency, and spend more time serving their clients.

voices.cf.socialware.com Our time-saving, integrated and automated technology and tools enable financial advisors to focus more time on clients, both inside and outside the office.


Get to Know Mutual Funds

Could this type of investment be one part of your diversified portfolio?

voices.cf.socialware.com With more than 8,000 mutual funds on the market today, it can be difficult to know which ones to choose. That's one reason I'm here to help.


New to Investing?

It pays to do your homework before you dig in.

voices.cf.socialware.com Investing is an ongoing process, not a one-time event. It's important to stay informed.


How Confident Are You When It Comes to Investing?

3 tips to get more comfortable

voices.cf.socialware.com It's never too late to become more engaged with your finances.


Seven Life Milestones When a Financial Advisor Can Help You Move Forward

From receiving a large inheritance to being a member of the gig economy, here are the times it makes sense to partner with me.

voices.cf.socialware.com Experiencing one of these events? Then give me a call.


The Value of an Edward Jones Financial Advisor

I get to know you – and your financial goals.

voices.cf.socialware.com A closer look at how exactly I can help, and what you need to get started.


Outlook 2019: Climbing a Rockier Road

Get our take on the economy and markets, and how to prepare for higher volatility ahead.

voices.cf.socialware.com As we contemplate 2019, the road looks rockier with increased market volatility. Have we passed the peak of this expansion, or is there room left to climb?


Don't Wait: Take the Time to Talk

If something were to happen to you tomorrow, would your family know how to carry out your wishes?

voices.cf.socialware.com Tips for breaking the ice during important family conversations


If You're Retired, Your Reliance Rate Matters

Here's why.

voices.cf.socialware.com Let's work together to find the right balance between your sources of income.


Creating Your Retirement Paycheck

Your portfolio needs to switch from getting you to retirement to getting you through retirement.

voices.cf.socialware.com You’ve spent years investing so you can retire on your terms. But when your regular paychecks stop, you’ll need a strategy to help provide for your income needs throughout retirement.


The Real Cost of Life Insurance

Your daily latte habit. Streaming service. Your cell phone bill. Just 3 things that might cost more than term life insurance.

voices.cf.socialware.com Learn why term life may be more affordable than you might think.


Experiencing a Layoff or Buyout?

Ideas and options to consider during this challenging time

voices.cf.socialware.com Let's talk about how I can help.


Rebalance to Combat the Market Cycle of Emotions

It’s important to maintain a long-term perspective and stay invested during the ups and downs.

voices.cf.socialware.com Emotional investing decisions could lead to the biggest risk of all: not reaching your long-term financial goals.


Market Pulls Back on Fading Optimism Over Trade and Growth

Stocks turned lower on Dec. 4, giving back gains as the shine on a tariff truce faded. Here's why we think the bull market is not out of gas.

voices.cf.socialware.com Near-term jitters could make for a bumpy ride as we close out 2018, but looking ahead, we don't expect them to outweigh the still-positive fundamental backdrop.


Smart Ways to Donate This Holiday Season

Consider these tips for charitable giving.

voices.cf.socialware.com I'm happy to partner with your tax and legal professionals to discuss how charitable giving fits into your overall financial strategy.

[12/04/18]   The U.S. stock markets will be closed Dec. 5 for the National Day of Mourning in remembrance of President George H.W. Bush. Our office will be open. However, we will be unable to place stock, bond, mutual fund and annuity trades on that day.


Teaching Your Kids About Spending, Saving and Investing

Help your children or grandchildren develop good financial habits.

voices.cf.socialware.com Money management skills can benefit your children and grandchildren throughout their lives.

The tree is up and decorated here at the office! Very much looking forward to the open house coming up next Friday!

Wishing everyone a safe and happy Thanksgiving.


What is Probate?

Here's a high-level look – though we recommend doing a much deeper dive so you can potentially avoid this process.

voices.cf.socialware.com I'm happy to work with your team of tax and legal professionals to help craft the right estate strategy for your situation.


Pullback Erases Stock Market Gains for the Year

Disappointing news from some major retailers has added to concerns about technology growth rates and trade disruptions. In our view, this pullback isn’t a sign of problems to come, however.

voices.cf.socialware.com Better wage growth and lower oil prices mean consumer spending should stay healthy, helping power solid economic growth.


How Secure is Social Security?

You're not the only one wondering if it will still be a dependable source of income.

voices.cf.socialware.com Regardless of its status, you'll still share a major responsibility in "securing" a retirement that aligns with your goals.

REMINDER: For anyone interested in stopping in the day of our open house, please RSVP to Leeann Kalinski by November 26th, 2018.


Have You Had Your Annual Review Yet?

The best way to help make sure your financial strategy is still on track? Review it on a regular basis.

voices.cf.socialware.com Call me today to schedule your review.

As our Holiday Open House is fast approaching, Leeann Kalinskii and I thought we'd start some excitement and fun! Please like, share and comment how many candies are in the vase for a chance to win the Edward Jones "goodie" bag. Best of luck, may the odds be ever in your favor :)


A Checklist for New Grandparents

Going through this exciting change? Here are some financial considerations.

voices.cf.socialware.com There are several gifting options and estate considerations to review.


6 Tips for Investing in Your 30s

Here's how to keep your financial fitness on track during a decade filled with change.

voices.cf.socialware.com Let's work together to help make sure this decade is a productive one for you financially.


3 Investing Myths – Separating Fiction from Reality

Here are 3 common myths you'll want to avoid right from the start.

voices.cf.socialware.com Let's talk about the strategies that are right for you.


Don't Mix Election Politics with Investing

Determine your strategy based on your situation and goals, and stay invested despite any short-term political uncertainty.

voices.cf.socialware.com Keeping a long-term focus can help put any short-term worries in perspective.

Want your business to be the top-listed Finance Company in Appleton?

Click here to claim your Sponsored Listing.




2920 N Ballard Rd, Suite C
Appleton, WI
Other Financial Services in Appleton (show all)
The Doule Group - Northwestern Mutual The Doule Group - Northwestern Mutual
4620 N Ballard Rd
Appleton, 54913

My team and I, are here to provide you with customized recommendations that will help you plan for a successful financial future.

Jake Cote: Financial Advisor Jake Cote: Financial Advisor
1625 Hwy 14 East
Appleton, 54915

LoanSifter LoanSifter
2500 E Enterprise Ave
Appleton, 54956

Priora Cash Flow Management Priora Cash Flow Management
2658 W Sunnyview Rd
Appleton, 54914

To educate and advise motivated business owners in using meaningful, creative strategies to improve their business.

Jennifer Brownell - Thrivent Financial Jennifer Brownell - Thrivent Financial
2000 E. Milestone Drive, Suite 4
Appleton, 54913

Thrivent is a not-for-profit financial services organization offering caring and experienced representatives. Follow us to learn more.

Principal Financial Group - Appleton Office Principal Financial Group - Appleton Office
100 W Lawrence St Ste 505
Appleton, 54911

100 W. Lawrence Street, Appleton, WI 54911

Cody G. Mares CFP, MSFS, APMA Cody G. Mares CFP, MSFS, APMA
446 N Westhill Blvd, Ste 2
Appleton, 54914

Financial Advisor & CERTIFIED FINANCIAL PLANNER™ practitioner, Ameriprise Financial Services, Inc.

Neal Roberts - Registered Investment Advisor Neal Roberts - Registered Investment Advisor
W6110 Aerotech Dr STE A
Appleton, 54914

Neal Roberts - Sagepoint Financial, Inc

Verve, a Credit Union Verve, a Credit Union
1435 Oneida St
Appleton, 54915

People tell us we're not like your average credit union. We say, "That's perfect."

Stacy Leppla Inlanta Mortgage-NMLS# 276782 Stacy Leppla Inlanta Mortgage-NMLS# 276782
3315 N Ballard Rd Ste A
Appleton, 54914

Professional mortgage planners and consultants. Serving the greater Fox River Valley for over 25 years.

Lowery & Associates Lowery & Associates
35 Park Pl, Ste 300
Appleton, 54914

A financial advisory practice of Ameriprise Financial Services, Inc

Edward Jones-Financial Advisor: Anthony Schad Edward Jones-Financial Advisor: Anthony Schad
1717 E Calumet St
Appleton, 54915