Edward Jones - Financial Advisor: Marcie Roth

If you’re concerned about recent market headlines, you’re not alone. Our Quarterly Market Outlook looks beyond the headlines to explain recent volatility, economic conditions and opportunities that may matter for long-term investors.

As always, I’m here to discuss how this outlook connects with your personal goals.

Quarterly market outlook – Second quarter 2026 Our investment strategists provide Edward Jones’ perspective on the economy and the markets, and what it may mean for your portfolio.

You can always work luxury purchases into a plan, but what happens when "living large" starts shrinking your long-term security? Here's how to enjoy today without risking tomorrow.

Do You Want to Live Large or Be Wealthy? How to Avoid Going Too Lean—or Too Lavish— With Your Money

Thinking about your retirement strategy? Roth contributions could be a game changer. They offer tax-free withdrawals, flexibility and even benefits for your heirs. Learn why paying taxes now might make a difference later.

Roth contributions could be one of your smartest retirement moves (US|EN) Roth contributions could be one of your smartest retirement moveswww.edwardjones.com/us-en

With tax season upon us, now is a good time to evaluate how your Social Security benefits contribute to your overall tax liability.

How your Social Security benefits are taxed (US|EN) An older retired couple reviewing their finances on an ipadwww.edwardjones.com/us-en

If you’re among the tax filers receiving a refund this year, how can you make the most of it? Here are four tips to help get you started.

4 tips to help make the most of your tax refund (US|EN) If you receive a tax refund this year, you can make it work for you — helping build more financial stability and helping you create a more secure future.www.edwardjones.com/us-en

When you consolidate your retirement accounts with my office, I can see the “big picture” of your retirement savings more clearly and help align your strategy with it.

Consolidate for a clear retirement picture (US|EN) You work hard for your income. Here are some ways to help ensure your retirement dollars are working hard for you.www.edwardjones.com/us-en

No two of my clients are alike. That’s why you have choices at Edward Jones.

As your financial advisor, I can help you understand how we'll work together and which of our offerings can best meet your preferences and needs.

Explore your options at the page linked below. Then reach out to start a conversation — we’re here to help.

https://bit.ly/3NQsCgC

As we step into 2026, the dawn of a new year brings with it a fresh opportunity to reflect, reset, and reimagine our futures. Whether you're just starting your journey toward financial security-perhaps dipping your toes into saving for the first time-or you're approaching retirement with a nest egg you've carefully built over the years, this is the perfect moment to align your financial plan with what truly matters: your goals, hopes, dreams, and the legacy you wish to leave for your family.

For those beginning to save, let's start small but smart. It's about building habits that compound over time.

If you're nearer to retirement, with savings already in place, the focus shifts to preservation and purpose. Beyond the numbers, it's about weaving in your personal story-protecting your family's future through estate planning, charitable giving, or passing on values that endure generations.

In all of this, the key is customization: goals that resonate with your unique objectives, whether that's traveling the world, supporting your children's education, or creating a family legacy of generosity and stability. Financial planning isn't just about money; it's about empowering the life you envision.

If this resonates with you, I invite you to schedule a no-cost consultation. Together, we can evaluate your situation and explore how we might partner to tailor a plan that fits your needs. I provide personalized services to individuals and families, helping you navigate every stage with confidence. Reach out today-let's make 2026 the year your financial dreams take flight!

Whether you're getting ready to retire or already there, follow these six tips to help extend the life of your portfolio in retirement.

6 tips to help make your money last in retirement (US|EN) 6 tips to help make your money last in retirementwww.edwardjones.com/us-en

Join me at Sandhills Global Event Center 4100 N 84th Lincoln, NE on October 17th-19th.

I am setting up a booth at the upcoming Lincoln Home & Lifestyle Show. If you are planning to attend the show it would be great to see you. Visit me at my booth to say hello. If you know anyone who would benefit from my services I would very much appreciate you sending them my way. It would be my pleasure to meet them.

True wealth is knowing what counts. Financial planning takes your relationship with a financial advisor to a deeper, more individual level.

Financial Planning Assets (US|EN) A comprehensive approach to managing wealth financial planning delivers a personalized experience across five areas of your financial life.www.edwardjones.com/us-en