Edward Jones - Financial Advisor: Denise Mathias

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

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If your home has been damaged, you don’t have to face the financial decisions alone. I can help you understand how to ha...
06/15/2026

If your home has been damaged, you don’t have to face the financial decisions alone. I can help you understand how to handle unexpected costs, and where to find support, so you can start regaining your footing with confidence.

When disaster strikes: 4 steps to take when your home takes a hitwww.edwardjones.com/us-en

Emotions and investing usually don’t mix well. Fear, excitement and panic often push investors to buy high, sell low or ...
06/12/2026

Emotions and investing usually don’t mix well. Fear, excitement and panic often push investors to buy high, sell low or abandon their strategy altogether.

Before reacting to the latest headline, pause and reconnect with your long term goals. Your retirement, your family’s future and your legacy may depend on it.

Too often, our emotions can be a barrier to our investment success. In these situations, it’s important to take a timeout and remember why you’re investing.

If you’re thinking about how to create steady income in retirement, an annuity may be worth considering. It can help cov...
06/10/2026

If you’re thinking about how to create steady income in retirement, an annuity may be worth considering. It can help cover essential expenses and add predictability to your plan — especially when markets fluctuate. If you’d like to understand whether an annuity aligns with your goals, I’m here to walk you through your options.

As you get closer to retirement, your focus typically shifts from saving for the future to generating income from what you’ve saved.www.edwardjones.com/us-en

06/02/2026
It’s 5/29 or 529 Education Savings Day. Take this as your cue to learn more about your options to save for your children...
05/29/2026

It’s 5/29 or 529 Education Savings Day. Take this as your cue to learn more about your options to save for your children’s, family members’ or even your own future education. But you don’t have to go on this education finance journey alone — contact me with any questions. Together, we can craft a strategy to help you meet your goals.

Learn more here: https://bit.ly/4eck4LP

We’ll be closed Monday as we honor and remember the brave men and women who served our country. Don’t worry—we’ll be bac...
05/25/2026

We’ll be closed Monday as we honor and remember the brave men and women who served our country.
Don’t worry—we’ll be back Tuesday, refreshed and possibly still full of BBQ.
Enjoy the long weekend!

You’ve worked hard to build your portfolio and assets—but not having the right estate documents in place may make it mor...
05/23/2026

You’ve worked hard to build your portfolio and assets—but not having the right estate documents in place may make it more difficult for your wishes to be carried out after death.

Get insights from Edward Jones professionals, and see what our strategists' perspectives mean for you.www.edwardjones.com/us-en

Thinking about your retirement strategy? Roth contributions could be a game changer. They offer tax-free withdrawals, fl...
05/19/2026

Thinking about your retirement strategy? Roth contributions could be a game changer. They offer tax-free withdrawals, flexibility and even benefits for your heirs. Learn why paying taxes now might make a difference later.

Roth contributions could be one of your smartest retirement moveswww.edwardjones.com/us-en

If you’re retired, it’s probably unsettling to see drops on your investment statements due to market volatility. Here ar...
05/13/2026

If you’re retired, it’s probably unsettling to see drops on your investment statements due to market volatility. Here are five tips to help you deal with market volatility.

When you’re retired, you may feel especially vulnerable to market volatility. But making just a few moves may better help you cope with it.

Market volatility has eased from its April peak, but trade uncertainties remain. If you had tried to miss the worst days...
05/10/2026

Market volatility has eased from its April peak, but trade uncertainties remain. If you had tried to miss the worst days in the market, you might also have missed some of the best.

Learn more about portfolio performance, and check out our recommendations for disciplined investors.

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