Edward Jones - Financial Advisor: Cory R. Nickel


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.


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.


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.


How Does Accrued Interest Work?

What you should know about this investing principle.

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


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.


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.


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.


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.


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.


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.


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.


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


Happy Independence Day

Today we celebrate America and the beauty of this country.

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


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.


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.


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.


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.


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.


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.


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.


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.

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2920 N Ballard Rd, Suite C
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