Edward Jones - Financial Advisor: Matthew Borzio

08/19/2026

This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you should never pay money in order to get money. If you believe an offer is legitimate, discuss it with a family member or trusted friend to gain an outside perspective.

08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/3U22iDt

05/04/2026

Market volatility is unpleasant. Also fact: The more you know about it, the less unpleasant it can be. Check out these 10 volatility facts to help keep volatility in perspective and your goals within reach.

Volatility is part of the investment experience, but the longer an investor holds stocks, the greater the potential for an overall positive return.

04/27/2026

If you’re concerned about recent market headlines, you’re not alone. Our Quarterly Market Outlook looks beyond the headlines to explain recent volatility, economic conditions and opportunities that may matter for long-term investors.

As always, I’m here to discuss how this outlook connects with your personal goals.

Our investment strategists provide Edward Jones’ perspective on the economy and the markets, and what it may mean for your portfolio.

10/20/2025

Our investment strategists break down the latest on the health of the U.S. economy, equities, bonds and international markets. They also discuss artificial intelligence (AI) and its impact on the markets and economy.

Our investment strategists provide Edward Jones’ perspective on the economy and the markets, and what it may mean for your portfolio.

10/17/2025

At Edward Jones, we believe wealth transfer is more than transferring assets—it's about preparing the next generation to thrive.

That’s why Edward Jones’ own Tom Lewandowski, Principal and Head of High Net Worth Segment, spoke with Investment News about the importance of preparing heirs to steward wealth responsibly.

Let’s talk about how you can prepare your family—not just financially, but holistically—for what’s ahead.

With an estimated $84.4 trillion in assets expected to be passed down through generations through 2045, families today need to have more urgency than ever before when it comes to financial planning and navigating family dynamics.

09/08/2025

Planning ahead with an estate strategy, can help you take care of your children and their future.

Does your estate plan cover your children? Planning ahead with an estate strategy, can help you take care of your children and their future.www.edwardjones.com/us-en

08/04/2025

Despite early volatility, markets hit new highs in mid-2025. So what's ahead? Our Senior Global Investment Strategist Angelo Kourkafas shares insights on growth expectation, inflation, interest rates and where to focus your investment strategy in the second half of the year.

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...