Edward Jones - Financial Advisor: Denise Mathias

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!

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

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

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.

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.

05/10/2026

Today, we celebrate the incredible women who inspire us throughout our lives. Whether you’re a mom, a grandmother or a mother figure, thank you for your comfort, guidance and unwavering love.

05/07/2026

Life often brings unexpected events that can be costly and easily derail these goals. That’s why it’s important to save some cash for a “rainy day” in an emergency fund.

Tips on how much to save

05/04/2026

You’ve planned the “saving” part—now plan the “spending” part. These 10 retirement reminders cover what most people miss, from healthcare to taxes to daily purpose.

From healthcare costs to feeling a lack of purpose, here’s what most people overlook when planning for retirement.

05/04/2026

Markets are pushing higher despite geopolitical and energy uncertainty. So what’s driving the momentum?

Senior Global Investment Strategist Angelo Kourkafas breaks down how strong corporate earnings, continued AI investment and a resilient consumer and economy are supporting markets in the latest Weekly Market Wrap.

https://ow.ly/Ies350YTB9y

05/03/2026

We had a blast celebrating our clients today at our first annual derby party!!
It might have been a little chilly but that didn’t stop us from good food & fellowship…and giving away some prizes. 🏇🏇🏇🏇🏇👒👒👒👒

05/03/2026

A recent Edward Jones report found nearly 1 in 4 millennials say they’re not on track to achieve financial fulfillment. But fulfillment isn’t just about saving more — it’s about having the freedom to enjoy life, spend time with loved ones and reduce money-related stress. Learn why building your financial future starts with aligning money to what matters most.

Nearly 25% of millennials say they’re not on track to achieve financial fulfillment — higher than both Generation X and baby boomers, according to Edward Jones’ Pulse of North America report.www.edwardjones.com/us-en