Edward Jones - Financial Advisor: Mackenzie Roberts

10/01/2026

I LOVE the transition to fall - the beautiful Colorado colors and crisp morning dog walks. Turning my calendar to October is also a reminder that the year is moving quickly.

As we enter the final stretch of the year, now is a great time to evaluate:
• Are you on track with your retirement savings goals?
• Have you reviewed your investment strategy?
• Have there been any family or life changes that warrant updates to beneficiaries or estate documents?
• Are there tax-planning opportunities worth exploring before year-end?

Many of us spend the fall getting our yards ready for winter, cleaning up leaves, and taking care of seasonal maintenance. Your financial plan deserves a little fall maintenance too!

PS these mini pumpkins were party favors at my open house last week, aren't they cute?

09/23/2026

Many people assume financial confidence comes with age. In my experience, it's not quite that simple.

New research from Edward Jones and Gallup shows that people across generations share concerns about their financial future. Younger adults are often working to build wealth, while older adults are focused on making their savings last. But both are looking for greater peace of mind about what's ahead.

That's one reason I enjoy helping clients create personalized strategies that align with their goals and priorities, both today and as their needs evolve over time.

Read more from Gallup: https://bit.ly/3VrcqpZ



Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

Older adults are much more confident than younger adults in managing their current finances. Confidence in managing future finances, however, differs less by age.

09/21/2026

Thank you to everyone who donated to my fundraiser or cheered us on for the Walk to End Alzheimer's on Saturday!
It was really impactful to see everyone turn out and hear how this disease effects so many lives within our community.

09/18/2026

Tomorrow morning I am participating in the Alzheimer's Association Walk to End Alzheimer's for the over 7 million Americans living with the disease.

I would love for you to join my team or support me with a donation, any amount helps!

I am participating in Walk to End Alzheimer's. Donate today and help me reach my goal.

09/16/2026

Market headlines got you worried? Staying focused on what you can control can help you feel more at ease. And one of the ways to do that is by diversifying your investment portfolio.

Diversification can't guarantee profits or prevent losses, but it can help manage risk and smooth out some of the ups and downs that can come with investing. However, diversification isn't one-size-fits-all. The right approach depends on your goals, timeline and comfort with risk.

If you'd like to talk about your portfolio or have questions about navigating today's market environment, I'm here to help.



Content provided by Edward Jones

09/09/2026

I'm excited to share this article about how Animal Rescue of the Rockies got started and the impact this organization continues to make.

It's inspiring being part of a group of volunteers committed to rescuing and finding loving homes for dogs and cats in need.

If you're an animal lover, I encourage you to take a few minutes to read the story behind the mission.

🐾 https://bit.ly/4gI7GVj

Thank you to everyone who supports rescue organizations, whether it's through volunteering, adopting or donating. It takes dedication to make these happy endings possible!

How a small dog with a big spirit sparked a new approach to animal rescue.

09/04/2026

Market volatility doesn’t just impact investments — it can shape careers and income too.

As job competition increases, building in-demand skills like analytical thinking, adaptability and communication can play a key role in supporting long-term earning potential. Stronger income can mean more opportunities to save, invest and stay on track toward your goals.

If you’re thinking about your financial future, your career strategy matters more than ever.

Discover five essential skills, from AI literacy to emotional intelligence, that can help you stand out in today's job market and boost your earning power.www.edwardjones.com/us-en

08/31/2026

Financial fulfillment is about more than money. It's having confidence in your future, being prepared for the unexpected, and feeling in control of your financial life.

Research from Edward Jones and Gallup found that financially fulfilled individuals often:
• Have an emergency fund
• Follow a retirement strategy
• Save for major goals
• Have an estate plan
• Work with a financial advisor

Financial fulfillment may be closer than you think. Let's talk about the steps that can help you get there.



Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

Content provided by Edward Jones

08/21/2026

Passport? Check. Adventure? I hardly know her... but I'm about to. ✈️

I'm off to London for the next week and can't wait to explore historic streets, discover new experiences, and make some unforgettable memories with my husband and some of my oldest and best friends on Earth.

See you all when I get back!

08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.