Rooted Wealth Advisors

29/09/2026

26/09/2026

Big one today. 🏈

Illini at Ohio State... and we'll be watching every snap.

Wherever you're catching it, wear the orange and bring the noise. 🧡💙

Rooted Wealth Advisors is a paying sponsor of University of Illinois. University of Illinois is not a client. No endorsement is implied. See rootedretirement.com for disclosures.

25/09/2026

A tech executive built his company to an IPO.

Then he sold his entire portfolio at the exact bottom of the COVID crash, weeks before one of the strongest recoveries in market history.

He'd survived worse drops before, percentage-wise. Something about this one was different.

That's not really a story about the market.

It's a story about what happens when big numbers meet the same emotions as small ones.

We've been collecting stories like this one for a while now. There's a reason.
Keep your eyes open. 👀

22/09/2026

Wealth changes the questions you're asking.

It stops being about growing what you have. It becomes about protecting it, structuring it, and making sure it lasts beyond you.

These are three shifts we see in almost every family who's crossed into real wealth.

Save this one. There's more coming.

18/09/2026

Happy happy birthday to the one and only, JQ! 🎉

First off, you are freakin’ awesome!

Thank you for how you show up 100% to everything that you do.

You're the calm in the middle of every deadline and the first one to laugh when we need it most.

You see the wild idea before the rest of us do, and somehow you make it work every time.

Thank you for the creative eye, the steady heart, and the way you show up for this team and the families we serve.

You are the bomb.com. We love ya!

Help us celebrate Jacqueline in the comments below! 🎂

18/09/2026

Yesterday the Fed raised interest rates by a quarter point. 📊

Cue the headlines... and the questions.

Alex breaks down what it actually touches: borrowing costs, bond prices, stock valuations, even your cash and money market yields.

Spoiler... it's not a reason to blow up your whole retirement plan.

One Fed decision doesn't outweigh your goals, your timeline, or the amount of risk you're actually comfortable with.

Wondering what this means for you? Give us a call. We’d be happy to walk you through it.

📞 866-766-8332

15/09/2026

Happy Rooted anniversary, Laura! 🎉

Ask anyone around the office and they'll tell you the same thing: Laura is graceful, kind, and impossible not to like.

She's the hostess with the mostest, and she treats everyone she meets like a king.

If you've been to a Rooted event, educational, dinner, or otherwise, there's a good chance Laura had a hand in it.

She's usually the one behind the scenes making sure it feels right.

She came to Rooted from the UK by way of fifteen years in hospitality, so none of this is an accident.

These days, her biggest joy outside of work is her baby boy.

Thank you for pouring into everyone around you the way you do! 🙏

15/09/2026

Around the office, if you need something done right the first time, you ask for Alexa.

She's our tax gal, and she treats a spreadsheet the way most people treat a Sunday morning: with focus and zero shortcuts.

Her background in marketing and taxes means she sees the details other people miss, and she runs the operational side of Rooted in a way that helps our advisors do their best work.

Precision with a people-first heart. That's Alexa.

Another Rooted anniversary in the books for her. We see everything you hold together back here.

Give her some love in the comments! 👇

15/09/2026

Nick is an Enneagram 6. Loyalist, and built to notice the thing everyone else missed.

That's not a personality quiz result. That's basically his job description.

Behind every account that gets set up right and every report that lands clean, there's a good chance Nick already had eyes on it before it ever reached a client.

Operations isn't always flashy work, but it's the reason nothing at Rooted falls through the cracks.

Born and raised in Bourbonnais, still the best person in the office for a local recommendation.

It's his Rooted anniversary today. Somebody buy this man an energy drink.

Help us celebrate him in the comments below! 👇