Wealth and Worth with Kimberly Loney CFP on Youtube

Wealth and Worth with Kimberly Loney CFP on Youtube Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

The content contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Past performance is not a guarantee of future results and clients should not assume that future performance will be comparable to past performance.

11/20/2024

Finally a moment to share that I passed the CFP® exam last week. The CFP® Board will officially award the marks soon but I am already so honored to have met the rigorous requirements of this prestigious designation and I am excited to help clients achieve their financial goals as a CERTIFIED FINANCIAL PLANNER ®

Please send this to your Asheville people!
10/04/2024

Please send this to your Asheville people!

09/08/2024

Thank you all for the birthday wishes! Friendship is the best gift!

With the presidential election only months away, you may be tempted to make emotional decisions regarding your finances....
09/05/2024

With the presidential election only months away, you may be tempted to make emotional decisions regarding your finances. But before you do, let’s explore three key trends on what history tells us about elections and stock markets.

While the presidential election is in November, it's important to explore key historical stock market trends for perspective.www.edwardjones.com/us-en

08/06/2024

Six new members were elected to the Friends of Public Radio Inc.’s Board of Directors at WHQR’s annual meeting on June 20, according to a news release. The new members are: Nathaniel H. Cook, Associate Attorney, Block, Crouch, Keeter, Behm & Sayed, LLP John Frye, retired Executive Director, Tr...

Your dream vehicle is more than a mode of transportation- it’s a symbol of your journey. Discover the ins and outs of ca...
08/01/2024

Your dream vehicle is more than a mode of transportation- it’s a symbol of your journey. Discover the ins and outs of car loans helping ensure the drive aligns with your financial goals.

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

Paying down debt can help mitigate money-related stress. It can also improve your cash flow and financial flexibility as...
07/22/2024

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

Did your last homeowners insurance bill make you do a double take? Due to more frequent and extreme weather events and h...
07/16/2024

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

07/10/2024

Interesting research study on African American financial planning trends.

Our team looks forward to connecting with financial professionals at the 2024 NABA National Convention & Expo. Meet us a...
06/17/2024

Our team looks forward to connecting with financial professionals at the 2024 NABA National Convention & Expo.

Meet us at Booth No. 116 at the Career Expo starting Wednesday June 19 to learn more about career opportunities with Edward Jones.

A certificate of deposit (CD) lets you invest your money for a set period to earn a fixed rate. For some, a CD presents ...
05/23/2024

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.

Another great meeting connecting with business owners!
05/22/2024

Another great meeting connecting with business owners!

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