Edward Jones - Financial Advisor: Cory R. Nickel

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Stay the Course During Market Swings

Why following a long-term investing plan is a more strategic approach and may perform better than more nimble efforts

voices.cf.socialware.com Uncertainty got you worried? Let's talk.

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4 Questions to Ask If You're Retiring Soon

Reach out today to discover the actions – if any – you may want to take.

voices.cf.socialware.com From consolidating accounts to withdrawal amounts

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A Guide to 401(k) Loan Repayments After Losing Your Job

Wondering what your options are? Let's take a look.

voices.cf.socialware.com This can be a very stressful time. Let me know how I can help.

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How Strong Is Your Estate Strategy?

Test your strategy by answering these questions.

voices.cf.socialware.com Questions? Let's talk.

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Avoid These 4 Investing Mistakes in Times of Volatility

When you start to feel an emotional reaction to the market, reach out to me to review your goals.

voices.cf.socialware.com Questions? Let's talk.

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How Does the Cares Act Impact Me?

We review the highlights for individuals and their families.

voices.cf.socialware.com Let's connect virtually to discuss.

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Paying Too Much for Medicare? 3 Cost-saving Tips

Discuss these 3 ways to lower your modified adjusted gross income with your tax professional.

voices.cf.socialware.com Another way to save? Avoid enrollment penalties

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Updated: An Upside to this Down Market

The health of the economy entering this unique situation won't prevent the significant "social distancing" driven slowdown, but will play a key role in fostering its rebound as the virus runs its course.

voices.cf.socialware.com If you have questions, please give me a call. I am here to help.

[03/20/20]   To my clients and friends, my business has always been centered on bringing peace of mind in an uncertain world by helping families adequately plan for their financial futures. I am and always will be about helping you plan in the BEST and WORST times.

In times like this, one's financial future often moves to the forefront of the mind. I am still open and willing to help those who are unsure of how the recent markets affect your plan.

Don't hesitate to reach out, I'm here for you.

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Oil Prices Fuel Market Jitters: 3 Points on the Latest Market Moves

The drop in oil prices is adding to the coronavirus anxiety in the markets, which are trading much more on fear than fundamentals.

voices.cf.socialware.com Read our latest guidance on the market correction.

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Prescription for Panic: 5 Key Takeaways from the Market Selloff

The velocity of this selloff resembles fear and panic more than economic or financial reality.

voices.cf.socialware.com In this market correction, Investment Strategist Craig Fehr gives five takeaways to help you navigate the terrain.

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Stocks Drop on Growing Coronavirus Concerns: Updated

The economic impact is meaningful but temporary.

voices.cf.socialware.com The U.S. equity market has declined sharply this week as new reports show confirmed cases of the coronavirus have picked up outside China, including outbreaks in South Korea and Italy.

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Stocks Drop on Growing Coronavirus Concerns

Stocks were down more than 2% on Monday (Feb. 24) as coronavirus fears infected the equity market. We believe the economic impact is meaningful – but temporary.

voices.cf.socialware.com Read our latest guidance on market uncertainty and investing for the long term.

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Do You Know What a 529 Plan Is – Or How It Can Be Used To Help You Handle Education Expenses?

Our recent study found the number of Americans who do not recognize a 529 plan as an education savings tool has risen to 67% – a 5 percentage point increase from 2012, the year the survey was first commissioned.

voices.cf.socialware.com More than one-third of American parents don’t save anything for future education expenses. Don't let be this you – give me a call.

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Funding Your Legacy With Life Insurance

Could life insurance be the key to helping fund your legacy?

voices.cf.socialware.com You don't have to be wealthy to take advantage of this smart way to leave an inheritance to loved ones or support the causes that are important to you.

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What Goes Into a Quality Investment?

How to measure quality

voices.cf.socialware.com It's an important factor, but one that is often overlooked.

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How Does Accrued Interest Work?

What you should know about this investing principle.

voices.cf.socialware.com More questions? Let's talk.

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Timing the Market? It's Not Worth Your Time

While the day-to-day news and swings in the market may be distracting, it’s important not to lose sight of the bigger picture – your long-term financial strategy.

voices.cf.socialware.com Construct a portfolio that is aligned to your situation, and then make sound investment decisions and adjustments along the way.

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How Edward Jones Selects the Investments You Choose

A closer look at how we make sense of investing.

voices.cf.socialware.com We narrow down publicly traded stocks, bonds and mutual funds by examining, among other criteria, track record, geography and credit risk.

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How Much Should You Be Putting Away for Retirement? Use Our Calculator to Find Out

Less than half of working investors know how much to save for retirement.

voices.cf.socialware.com Don't be one of them. Start getting on track today.

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5 Ways a Financial Advisor Can Help Make You a Better Investor

We review what kind of benefits a financial advisor can provide versus what you sign up for when you do it yourself.

voices.cf.socialware.com See if you agree, and if so, give me a call.

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IRA Contributions Aren't Just for Tax Time

Did you know that if you wait until the tax deadline to fund your IRA each year, you miss out on 15 months of potential tax-deferred growth on your contribution?

voices.cf.socialware.com Take a look at this hypothetical example that illustrates the potential impact to your retirement savings.

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Are You Keeping Your Portfolio Too Close to Home?

International equities currently offer attractive opportunities due to their valuations and a slowly improving outlook.

voices.cf.socialware.com I can help you determine whether you should add international equities to return them to an appropriate weight in your portfolio based on your comfort with risk, time horizon and long-term goals.

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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.

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Growth, Income or Both? Choose What's Right for You Right Now

Regardless of how much risk you’re willing to take, your portfolio objective shifts as you move into retirement. What doesn’t change, though, is our investment philosophy of quality investments, diversification and a long-term focus.

voices.cf.socialware.com A quick guide to our guidance

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Happy Independence Day

Today we celebrate America and the beauty of this country.

voices.cf.socialware.com Have a safe and happy holiday.

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Life Insurance & Your Financial Strategy

When life doesn't go as planned, life insurance can be an important part of your financial strategy.

voices.cf.socialware.com Pay off the mortgage, pay for education, provide for your spouse and children. Know your family is covered, whatever the future brings.

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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.

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Are You Prepared for the Unexpected?

Your financial advisor can help you protect the most important things in your life.

voices.cf.socialware.com While you’re working hard to achieve your long-term financial goals, you may encounter some bumps along the way. But the good news is your financial advisor can help you put strategies in place to help you protect against these risks.

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Our First Meeting

Whether you're a new or seasoned investor, or somewhere in between, the following should be helpful as you prepare for your introductory meeting with me.

voices.cf.socialware.com From what to bring to what to expect.

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How to Save for the Future While Paying Off Debt

Check out our tips for how to track toward multiple goals.

voices.cf.socialware.com Doing both takes some planning.

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Investing Myths

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.

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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.

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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.

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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.

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2920 N Ballard Rd, Suite C
Appleton, WI
54911
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