Edward Jones - Financial Advisor: Charles Matthews

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Edward Jones - Financial Advisor: Charles Matthews Edward Jones is a financial-services firm dedicated to serving the needs of individual investors.

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Your business may be one of your greatest assets. I can help you explore strategies for transitioning your business and ...
10/29/2026

Your business may be one of your greatest assets. I can help you explore strategies for transitioning your business and planning for your financial future. Let’s connect.

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That'...
10/28/2026

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That's why I'm proud to share that Edward Jones offers eligible U.S. clients complimentary access to Carefull®, a service designed to help monitor financial activity, identify potential warning signs and provide alerts that can help detect fraud before it happens.

Reach out to get started or click this link to learn more about Carefull: https://bit.ly/4enMxhJ

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing quest...
10/26/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/4i4SdiO


A summary of last week's market highlights and economic news.

Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and c...
10/22/2026

Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and create a strategy aligned with your future goals. Reach out to my team to start the conversation.

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-ori...
10/19/2026

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-oriented and more defensive sectors amid concerns about rates, debt levels and growth expectations.

Mona Mahajan, Head of Investment Strategy, shares her perspective on what's driving the recent market rotation, why the broader fundamental backdrop remains constructive, and what it could mean for investors in the latest Weekly Market Wrap: https://bit.ly/4By6xrV

A successful business exit often starts well before a sale or transition. I can help you consider key financial planning...
10/15/2026

A successful business exit often starts well before a sale or transition. I can help you consider key financial planning strategies to prepare for what comes next — let’s talk about your vision.

Financial fraud is becoming more sophisticated, but knowledge remains a strong defense. Learn to recognize common scam t...
10/14/2026

Financial fraud is becoming more sophisticated, but knowledge remains a strong defense. Learn to recognize common scam tactics and warning signs, and take steps to help protect yourself, your loved ones and the wealth you've worked hard to build. Watch this webinar live on Oct. 21 at 3 p.m. CT or on demand after.

Learn more: https://bit.ly/4yjHbec

10/12/2026

As I reflect on my career, I am humbled and grateful to celebrate two significant milestones that would not have been possible without the trust and support of my clients.

This year marks my 10th anniversary of serving individuals, families, and business owners as a financial advisor. For a decade, I have had the privilege of helping clients navigate important financial decisions and work toward the goals that matter most to them. I am deeply thankful for the confidence you have placed in me and for the opportunity to be part of your financial journey.

I am also honored to share that I have been offered the opportunity to become a Limited Partner with Edward Jones, a meaningful milestone in my professional career. This opportunity reflects my long-term commitment to serving clients and contributing to the firms future.

While I am proud of these achievements, they are really a reflection of the relationships we have built together. Thank you for your trust, your loyalty, and the privilege of serving you. I look forward to continuing our work together for many years to come.

With sincere gratitude,
Charles A. Matthews
Financial Advisor

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previo...
10/12/2026

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previous ones, and does it still have room to run?

Angelo Kourkafas, Senior Global Investment Strategist, shares his perspective on what's helping sustain this bull market and what investors should watch next in the latest Weekly Market Wrap: https://bit.ly/4AZ9zVC

Your business represents years of hard work and dedication. I can help you think through succession, transition planning...
10/08/2026

Your business represents years of hard work and dedication. I can help you think through succession, transition planning and strategies to help support your long-term goals. Send me a message to schedule a meeting.

Address

5965 Traffic Way
Atascadero, CA
93422

Opening Hours

Monday 8am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18054600443

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