Edward Jones - Financial Advisor: Nate Stevens

It can be tempting to put off buying life insurance, especially when you're juggling a dozen other responsibilities or feel like you have all the time in the world. But life often throws curve balls your way. Check out these five tips to learn why you may wish to rethink your life insurance strategy.

Life doesn’t always go according to plan Prepare for the unexpected

Did you know you can have a 401k and an IRA at the same time? Check out our lesson to learn more about the advantages of IRAs and if one is right for you.

Individual Retirement Accounts (IRAs) Learn about the features, benefits, and different types of IRAs as tools for retirement savings. From Edward Jones and EVERFI

As we set our eyes on September and October, the two-month stretch before the U.S. presidential election, we offer three perspectives on market volatility.

Market news is everywhere — but what does it all mean for you? Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...

Simplified Employee Pension (SEP) IRAs can be an easy workplace retirement plan for any business to maintain. But how do you know if it's right for you? Read these considerations and then call me to discuss more.

SEP IRA This is one of the easiest workplace retirement plans to set up and maintain, for any business.

We believe in forming a true partnership where we care as much about WHY you're investing as WHAT you choose to invest in. This personalized approach to investing helps set us apart. Let's schedule time to figure out how I can help you build the future YOU want to see.

Delivering personal financial strategies Let’s build yours together.

Our Managing Partner Penny Pennington recently joined Neil Cavuto on Fox Business to discuss the recent volatility in the market and how we're helping clients navigate.

Watch the conversation here: https://bit.ly/3SUAFbX

Is it time to kick your retirement planning into high gear? Review this checklist to make sure you understand how things like Social Security, health care expenses and transitions from saving to spending could affect your income strategy after you retire.

Are you saving for retirement? Read through this checklist

Unsure how to find a financial advisor who will help you prioritize your goals to work toward the future you envision? Review these 10 key questions to consider, and then let's chat about how I can help.

We’re here to help you get started Here are 10 questions to ask

Check out our weekly market update for news on last week's market and guidance for the week ahead.

Weekly market wrap How did the markets perform this week? Get the highlights and the latest economic news.

No one wants to be told how (or where) to live as they get older — but not talking about it could be even more consequential. Here are three common misconceptions on the "best places to live" in retirement.

"Should I Stay or Should I Go?" 3 Common Misconceptions About Living Arrangements as You Age

Ready to be your own boss? Owning your own business can be as challenging as it is fulfilling. Prepare mentally and evaluate the legal and tax changes you’ll experience as you transition to working for yourself.

Financial Wellbeing for Aspiring Entrepreneurs Learn more about the basics of entrepreneurship From Edward Jones and EVERFI

Explore whether and how election results might influence market trends and discuss whether you should consider adjusting your investment strategy. Watch this webinar live on Aug. 21 at 3 p.m. CT or on demand after.

Don't Play Politics With Your Portfolio Wednesday, August 21, 2024 at 3:00 PM Central Daylight Time.

Can the stock market’s hot streak continue? We explore four points in recent history that could help inform what’s next for this market.

Market news is everywhere — but what does it all mean for you? Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...

Despite nearly half of American women anticipating receiving an inheritance in the next 10 years, women face significant obstacles to determining how wealth is transferred across generations.

Our head of Wealth Management Advice and Solutions Lena Haas discusses the power of planning ahead in this recent World Economic Forum article.

The 'Great Wealth Transfer': Here's how women can make the most of it The wealth gap between the genders means women face greater obstacles in terms of giving and receiving inheritance – but a financial adviser can help.

Certificates of deposit (CDs) offer a low-risk savings option for a fixed period of time. Not quite sure if that aligns with your financial goals? Learn about the types of certificates of deposits, the benefits and risks, and which one may be right for you.

Certificates of Deposit Learn how to use Certificates of Deposit (CDs) as a low risk investment in reaching your financial goals. From Edward Jones and EVERFI

Investing in the stock market requires a long-term perspective. If you focus on the short term, it’s easy to let emotions influence your investment decisions, as the market seems to go up and down every year. Let’s talk about putting headlines in perspective and keeping a long-term perspective.

In light of a potential pivot by the Federal Reserve to lower interest rates in 2024, there may be additional solutions to help meet your income needs.

2024 outlook: Navigating the last mile of the cycle Edward Jones investment strategists share their thoughts on the stock market, financial markets and broader economic trends to follow in 2024.

We break down the latest activity in the U.S. economy, equities, the bond market, international investing and more. Let's discuss what impact these might have on your portfolio.

Quarterly market outlook (US|EN) Our investment strategists provide Edward Jones’ perspective on the latest economic activity and what it may mean for you.www.edwardjones.com/us-en

Building home equity and saving on interest may make paying down your mortgage seem attractive. But while it may be tempting to put extra cash toward paying down debt, it may not always make the most financial sense.

Should you pay down your mortgage or invest? If you've refinanced or have extra money – you might think it's a good idea to pay-down your mortgage. But, your decision should depend largely on your debt-to-income ratio and your financial goals.

A certificate of deposit (CD) lets you invest your money for a set period to earn a fixed rate. For some, a CD presents the ideal combination of reliable returns and low risk.

How to Invest in CDs See Edward Jones' tips when buying CDs.

Summer is here and you might find your family spending more money on activities, vacations and more. Plan ahead on your family expenses so you can maximize the fun.

Budgeting for Families Learn more about how you can create budgeting solutions for you and your family. From Edward Jones and EVERFI

Faith-based investing enables you to incorporate your religious beliefs into your investment decisions. No matter your religious beliefs or affiliations, there are options available to help you achieve your financial and nonfinancial goals.

Faith-based investing: Applying personal values to your portfolio (US|EN) No matter your religious beliefs or affiliations, there are investing options available to help you achieve your financial and nonfinancial goals.www.edwardjones.com/us-en

Although nearly two-thirds of business owners (64%) have prepared a business succession plan, 16% feel unprepared for their succession plan, according to our latest research with Morning Consult and NEXT360 Partners.

Edward Jones Principal of Retirement Products Katherine Roy joined Yahoo! Finance Wealth to discuss considerations for transitioning businesses from owners to successors.

Passing the torch: What businesses need in succession plan 52 CEOs stepped down in the first quarter of 2024, the highest level in four years according to executive search and leadership advisory firm Russell Reynolds Associates. Edward Jones Principal of Retirement Products Katherine Roy joins Wealth! to give insight into how business owners need to start....

As interest rates have crept back up from their multiyear lows, it’s important to revisit your debt management strategy. Here are 8 key tips to help get started.

Your playbook for paying down high-interest debt (US|EN) As interest rates have crept back up from their multiyear lows, it’s important to revisit your debt management strategy.www.edwardjones.com/us-en

I start by asking what's important to you - and then I listen.

5 steps to help reach your financial goals Make a plan for your future

I joined Edward Jones to help members of my community reach their financial goals. I look forward to understanding what matters most to you – your personal purpose – and then working together to help build a future that meets your financial goals. Give me a call today.