Sign Up For Our Monthly Webinar
Skip to main content
EDGE Investment Solutions Logo
menu
  • Home
  • Our Team
  • Our Services
  • SmartVestor Pro
  • The Library
  • Client Center
  • Contact Us

Blog

Andrea Francisco | Jul 20, 2026

The Habits of Success: Building Wealth and Vitality for a Fulfilling Life

Finance
Health
Savings
Lifestyle
Retirement

True success isn't just about a big bank account or a perfectly sculpted body—it's about creating sustainable habits that support long-term well-being in both

Read More
Andrea Francisco | Jul 9, 2026

How Retirement Has Changed Over the Last 75 Years (And What It Means for Your Plan)

Retirement
Lifestyle
Finance

Retirement used to mean a short, quiet final chapter. For many people today, it's something else entirely.

For much of the last century, retirement followed a

Read More
Andrea Francisco | Jun 26, 2026

Can I Retire at 55 With $1 Million? The Math, Risks, and Reality

Retirement
Savings
Finance
Tax Planning
Insurance

The dream of escaping the 9-to-5 grind at age 55 is highly appealing. Many professionals in their 40s and 50s crunch the numbers and wonder: Is a $1 million

Read More
a row of brick building store fronts
Andrea Francisco | Jun 11, 2026

Business Succession Planning: Built to Last vs. Built to Transfer

Finance
Retirement
Estate Planning
Family
Investments

Many business owners spend decades building something that works. The team. The reputation. The customers who keep coming back.

Then comes a quieter assumption

Read More
Andrea Francisco | May 27, 2026

From Boomers to Gen Z: A Generational Look at Money Habits and Financial Choices

Lifestyle
Family

What financial habits have helped you most in life?

Which ones have held you back?

No matter how you answer those questions, your money habits have a lot to do

Read More
Andrea Francisco | May 14, 2026

The Estate Plan That Looks Complete on Paper

Estate Planning
Tax Planning
Real Estate
Property
Family
Retirement
Risk Management
Finance
Investments

Many estate planning failures aren't dramatic. There's no missing will, no family feud, no document anyone forgot to sign.

The plan is right there in the drawer

Read More
Andrea Francisco | Apr 29, 2026

What $100 Invested in 1928 Would Be Worth Today

Investments
Finance
Savings
Retirement
Risk Management

Many people think the biggest risk with money is losing it. A bad investment. A market crash. A bet that doesn't pay off.

But what if the most expensive

Read More
Andrea Francisco | Apr 15, 2026

Building a Lasting Family Legacy: 9 Essential Principles for Multi-Generational Success

Estate Planning
Financial Planning
Family
Investments

In today’s world, creating and preserving wealth is challenging enough — but passing it on successfully across generations is even harder. Research consistently

Read More
Andrea Francisco | Apr 1, 2026

When the Headlines Keep Changing, Your Strategy Shouldn’t

Investments
Finance
Risk Management

It rarely starts calmly.

A headline breaks. Markets react. Another update follows—then another. Before long, the story feels like it’s shifting by the hour.

And

Read More
Andrea Francisco | Mar 18, 2026

Midterm Elections and Market Volatility: Historical Insights for Investors in 2026

Investments
Financial Planning
Finance

As we move through mid-March 2026, the U.S. midterm elections on November 3 are still months away, but the political cycle is heating up after the State of the

Read More
Andrea Francisco | Mar 4, 2026

Common Retirement Regrets—And Proactive Moves to Consider

Retirement
Finance
Savings
Risk Management
Insurance
Health
Family
Estate Planning

Many people don’t regret being retired. They regret how they got there.1

“I wish I had saved earlier.”

“I didn’t think long-term care would matter.”

“I should’ve

Read More
Andrea Francisco | Feb 17, 2026

When Markets Shake: Turning Short-Term Noise into Long-Term Progress

Retirement
Tax Planning
Financial Planning
Investments

The stock market can feel chaotic when headlines scream about geopolitical risks, trade tensions, Fed drama, or sudden plunges. Your phone buzzes with alerts

Read More

Pagination

  • Current page 1
  • Page 2
  • Page 3
  • Next page Next ›
  • Last page Last »
EDGE Investment Solutions Logo

Follow Us

 
 
 

 

Locations

Cedar Rapids

915 Bell Dr SW
Cedar Rapids, IA  52404

Des Moines

1601 West Lakes Parkway Suite 210
West Des Moines, IA 50266

Davenport

4620 E 53rd ST Suite 200
Davenport, IA 52807

Our Services

  • Wealth Management
  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Tax Planning

Get in Touch

(877) 299-6237
info@edgeinvest.net

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. 

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS 

Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Snappy Kraken to provide information on a topic that may be of interest. Snappy Kraken is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. 

© 2026 EDGE Investment Solutions. All rights reserved.