Edward Jones - Financial Advisor: Ashley Stevens

Edward Jones - Financial Advisor: Ashley Stevens /*********/
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Whether you're planning for retirement, interested in investing, protecting your financial future or caring for loved ones, we will work together to develop specific strategies to help you achieve your goals!

Ideally, you want to leave your 401(k) intact until you retire. But if you don’t have other options, know the facts abou...
07/05/2024

Ideally, you want to leave your 401(k) intact until you retire. But if you don’t have other options, know the facts about 401(k) loans and withdrawals.

If you need extra money, should you consider your 401(k)? Know the difference between withdrawing cash or taking a loan.

Sitting in cash because you’re worried unpredictable events could rattle markets? Your portfolio could really be missing...
07/05/2024

Sitting in cash because you’re worried unpredictable events could rattle markets? Your portfolio could really be missing out. Here’s proof that timing the market is impossible.

Staying invested in stocks despite negative news has historically been profitable.

One of the biggest constants in life is that things always change! Review our current rates for CDs, bonds and other inv...
07/01/2024

One of the biggest constants in life is that things always change! Review our current rates for CDs, bonds and other investments and loans. Then call me to discuss how this information can help customize a strategy to work toward your financial goals.

Our latest rates for certificates of deposit (CDs), bonds and other investments and loans.

What should you do in the face of today’s turbulent market? This guide shares seven actionable strategies for focusing o...
06/28/2024

What should you do in the face of today’s turbulent market? This guide shares seven actionable strategies for focusing on meeting your long-term investment goals. After reviewing, let's schedule time to tailor a solution to help you achieve what's most important to YOU.

What should you do in the face of today’s turbulent market? This guide outlines seven actionable strategies to help you cope. It goes beyond the usual “stay calm” advice to offer practical steps you can take to stay focused and on track to meet your long-term investing goals. In this must-read...

Confused about how much life insurance your loved ones might need to cover expenses if your income is no longer availabl...
06/24/2024

Confused about how much life insurance your loved ones might need to cover expenses if your income is no longer available? Use this life insurance calculator to help estimate the amount of coverage that might work best for you.

How much coverage do you need? Get an estimate to aid your decision-making process.

Women investors often have unique needs to consider when managing their finances, retirement plans and Social Security b...
06/17/2024

Women investors often have unique needs to consider when managing their finances, retirement plans and Social Security benefits. Listen to this podcast episode where Lena Haas, head of Wealth Management Advice and Solutions, explores methods to help women prepare for retirement.

Beyond Generations, featuring both webcasts and podcasts, explores insights and amplifies voices by delving deeper into topics aligned to our Generations publications through an equity lens.

Edward Jones was recently named among the 2024 Fortune 100 Best Companies to Work For®️ by Great Place To Work®️ and For...
06/14/2024

Edward Jones was recently named among the 2024 Fortune 100 Best Companies to Work For®️ by Great Place To Work®️ and Fortune®️ magazine. Hear more from our Managing Partner Penny Pennington about what sets our firm apart.

2024 Fortune 100 Best Companies to Work For, published April 2024, research by Great Places to Work, data as of August 2023. Compensation provided for using, not obtaining, the rating.

Edward Jones retains its top talent through purpose-driven work, professional development opportunities, and a spirit of caring.

A certificate of deposit (CD) lets you invest your money for a set period to earn a fixed rate. For some, a CD presents ...
06/10/2024

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.

See Edward Jones' tips when buying CDs.

You've likely worked hard to plan for your long-term financial objectives, but have you taken the critical steps needed ...
06/07/2024

You've likely worked hard to plan for your long-term financial objectives, but have you taken the critical steps needed to create safeguards through estate planning? Make sure you avoid these six common mistakes.

While estate planning may be an uncomfortable topic, there are also many benefits to consider.www.edwardjones.com/us-en

We break down the latest activity in the U.S. economy, equities, the bond market, international investing and more. Let'...
06/04/2024

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.

Our investment strategists provide Edward Jones’ perspective on the latest economic activity and what it may mean for you.www.edwardjones.com/us-en

Come see me this weekend at the Sanford Center! Friday & Saturday!
05/08/2024

Come see me this weekend at the Sanford Center! Friday & Saturday!

Putting a long-term care plan in place in your 50s or 60s can afford you more health care options and greater confidence...
05/02/2024

Putting a long-term care plan in place in your 50s or 60s can afford you more health care options and greater confidence as you enter retirement.

If you’re not prepared, a long-term care event can easily derail your retirement plan, so it’s best to start planning early.www.edwardjones.com/us-en

Address

519 Anne Street NW Suite D
Bemidji, MN
56601

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3pm

Telephone

+12187557272

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