Edward Jones - Financial Advisor: Stephen James

08/03/2023

We offer a flexible borrowing option to meet a variety of financing needs, while allowing your investment portfolio to remain intact.

Edward Jones clients have the option to borrow funds by using securities and assets within eligible accounts. Learn more.www.edwardjones.com/us-en

08/02/2023

Caring for someone with Alzheimer’s can be exceptionally demanding. We join the Alzheimer’s Association in raising awareness in honor of the more than 11 million dementia caregivers in the United States.

https://bit.ly/47dnxo1

08/01/2023

While the expectation in early 2023 was to anticipate a mild, brief recession, it has yet to happen.

Our Monthly Market Compass helps keep you in the know about changes in the market, but also looks ahead to what may be down the road.

07/12/2023

Paying for college can feel overwhelming. Try our calculator to estimate your financial aid and out-of-pocket college costs.

Discover smart ways to plan and pay for college. From Edward Jones and EVERFI

07/11/2023

Ready for a new car? Summer can be a popular time to shop for your next ride. Before you head to the dealership, make sure you understand the basics of auto loans.

Explore different ways to buy a car and the steps you can take to apply for a car loan. From Edward Jones and EVERFI

06/16/2023

Allocating investments to companies that reflect your beliefs and values can be empowering, but as companies realize “going green” attracts investor money, many have been accused of “greenwashing”. Greenwashing is when an organization claims to be environmentally friendly, but in reality, hasn’t made any notable sustainability effort.

Responsible investing, also known as ESG (Environmental, Social, and Governance) Investing, is a socially conscious way to align your financial goals with your non-financial goals.

05/18/2023

Are you tempted to hang on to cash during volatile markets? Let your “why” be your guide.

Are you tempted to hang on to cash during volatile markets? Your goals — and your strategy for reaching them — should drive your cash decisions instead.

05/17/2023

After decades of saving and investing to achieve your retirement goals, you want to finally enjoy the fruits of your labor. However, overspending in retirement could put your nest egg in danger of running out prematurely. Here are three tips to help you determine your ideal withdrawal rate.

Define your financial strategy

05/16/2023

Did you know that women are more likely to have Alzheimer’s and more likely to be caregivers for those living with the disease? We fight to end Alzheimer's in their honor.

05/11/2023

Planning to retire in the next few years? It’s not too late to make a difference in how much you’ll have available in retirement.

These six tips can help you maximize your retirement savings as you near retirement.

05/10/2023

Here are questions you should ask yourself when trying to decide whether paying off your mortgage early is right for you.

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.

05/09/2023

Making summer plans? Be sure revisiting your financial strategy is on the list.

Getting there is often the hard part. These milestones can help you on the road to financial stability.