About Financial Jumble
Professional Content for Financial Advisors, RIAs, and Wealth Management Firms
Financial Jumble helps financial advisors communicate with confidence, clarity, and consistency.
In a fast‑moving market environment—where clients expect timely updates and clear explanations—we provide ready‑made financial content that strengthens relationships, reinforces your expertise, and saves you valuable time.
Whether you serve individual clients, manage a team of advisors, or run an RIA, Financial Jumble delivers the insight‑driven content you need to stay visible, trusted, and proactive.
What We Provide
Financial Jumble specializes in:
✔ Pre‑Written Newsletter Content
Weekly, monthly, and quarterly newsletters that explain market trends, economic events, and client‑relevant insights in a clear, conversational tone.
✔ Market Insights & Timely Updates
Fast, advisor‑ready messages for navigating volatility, inflation headlines, Fed meetings, and key data releases.
✔ White Papers & Custom Content
Custom reports, articles, and thought‑leadership pieces tailored to your firm’s audience and brand voice.
✔ Advisor‑Focused Communication Tools
Content built to improve retention, prompt engagement, and help advisors stay ahead of client questions—before they even arise.
All content is written with one goal: to help you educate and communicate confidently, consistently, and effectively.
Meet Charles Sherry, M.Sc.
Founder & Lead Writer, Financial Jumble
Charles Sherry is a financial writer and analyst with more than 25 years of industry experience, including a decade at the Schwab Center for Financial Research, where he authored the widely read Schwab Market Update—a daily report known for making complex market events easy to understand.
His background includes:
- 25+ years in financial services
- Expertise in economics, markets, and investor behavior
- Experience serving financial advisors, retail investors, and research teams
- An M.Sc. in Finance and a B.S. in Economics
Charles built Financial Jumble to help advisors deliver the kind of communication clients appreciate: reliable, timely, and clarity.
Background
Charles began his career in financial services in 1994 at Charles Schwab, where he worked closely with financial advisors and quickly developed a reputation for clear communication and effective problem‑solving.
His daily interactions helped sharpen his ability to translate complex financial issues into straightforward, actionable guidance.
He later advanced to serving retail clients as a Senior Registered Representative, earning multiple honors—including the distinguished Circle of Excellence—for his professionalism and client‑focused approach.
Charles concluded his Schwab tenure at the Schwab Center for Financial Research, where he authored the daily Schwab Market Update. In this role, he refined his skill in synthesizing economic data and market developments into timely, accessible commentary that earned strong readership and praise. His contributions also helped his team achieve Schwab’s Excellence in Service award.
With an M.Sc. in Finance and a B.S. in Economics from Louisiana State University, Charles blends deep academic training with decades of hands‑on experience.
His extensive portfolio of market commentaries, newsletters, and white papers reflects a unique ability to make complex financial topics clear, relevant, and engaging for both advisors and their clients.
Today
Beyond his work with financial advisors, Charles is a valued contributor to Horsesmouth, where he delivers insightful webinars and in-depth white papers on key issues shaping the industry. His expertise helps advisors navigate challenges, stay informed, and better serve their clients.
His expertise has been recognized with multiple top 10 article rankings and the prestigious Best Article of the Year, as voted by Horsesmouth subscribers.
He is the creator and author of Advisor Talking Points, a highly regarded, concise analysis of market and economic trends tailored specifically for financial advisors.
Charles has assisted firms that include Janus Capital, BMO Capital Markets, and Invesco. He has also contributed to Retirement Weekly—MarketWatch, the Denver Post, and Advisorpedia, a collection of vetted experts serving the financial services community.
Charles has successfully delivered webinars to the Financial Planning Association and moderated panel discussions at the annual FPA conference.
Charles has played a pivotal role in FPA’s Knowledge Circles, a dynamic community where professionals exchange insights and refine best practices. In addition, he dedicated four years to serving as FPA’s Director of Membership, fostering growth and engagement within the organization.
Above all, Charles strives to serve the client.
In his spare time, Charles enjoys spending time with his family and hiking and snowshoeing in the mountains of Colorado. Browse through his collection of outdoor photography at X.
A comprehensive overview of his experience and qualifications is also available on LinkedIn.
Are you ready to take the next step?