Edward Jones-Financial Advisor: Derrick Stevens

08/05/2024

Whether you hope to invest a little extra income, prepare a future for your family that includes a secure retirement or save for a new home or education, we’re here to coach you through it. Learn what you can expect from me as we start planning your financial strategy.

Here is our approach

08/02/2024

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 wealth gap between the genders means women face greater obstacles in terms of giving and receiving inheritance – but a financial adviser can help.

07/31/2024

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.

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...

07/29/2024

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.

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

07/26/2024

Did your last homeowners insurance bill make you do a double take? Due to more frequent and extreme weather events and high costs of labor and construction materials, homeowners insurance premiums have increased dramatically. However, reducing or dropping your coverage could be a costly mistake down the road.

Homeowners insurance premiums have increased dramatically in recent years. However, reducing or dropping your coverage could be a costly mistake down the road.www.edwardjones.com/us-en

07/24/2024

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

07/22/2024

Can Social Security stay solvent? We believe it can — but this may require some tough adjustments by Congress.

Can Social Security stay solvent? We believe it can — but this may require some tough adjustments by Congress.www.edwardjones.com/us-en

07/19/2024

Paying down debt can help mitigate money-related stress. It can also improve your cash flow and financial flexibility as you’ll allocate less money to interest, leaving you more for other goals. I can help you determine which debt you should pay off first.

The decision to pay down debt or invest is more about you as an individual than it is about the math. Your decision may depend on multiple factors

07/17/2024

Many families are still struggling to make ends meet despite a soaring stock market and record employment. Our Managing Partner Penny Pennington discussed the state of the U.S. economy and trends that could shape the country's economic future during an Aspen Ideas Festival panel moderated by CNBC's Sharon Epperson.

Watch here: https://nbcnews.to/3ScWZgy

07/15/2024

Unlock your Financial Freedom with lessons designed to help your holistic financial health.

Learn more about how you can develop healthy financial habits needed for financial well-being. From Edward Jones and EVERFI

07/12/2024

There's no universal answer on the "right time" to retire, but exploring these five questions can help you decide whether you might be emotionally ready. Think your answers through, and let's schedule time to discuss how to help get you retirement ready.

Read more here