Edward Jones - Financial Advisor: Matt Moses

08/11/2026

I’m excited to announce that I have been recognized among the 2026 Forbes | SHOOK Best-in-State Next-Gen Wealth Advisors in Wisconsin!

Shook Research's proprietary methodology and ranking algorithm incorporates in-person, virtual, and telephone due diligence meetings to evaluate each advisor across criteria such as client impact, industry experience, client retention, review of best practices, credentials, compliance records, and firm nominations, as well as quantitative factors including assets under management and revenue generated for their firms.

01/26/2026

Thank you to all of our amazing clients!

💙 𝗪𝗵𝗮𝘁 𝗮𝗻 𝗜𝗻𝗰𝗿𝗲𝗱𝗶𝗯𝗹𝗲 𝗚𝗶𝗳𝘁 𝗼𝗳 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝘁𝘆 𝗦𝘂𝗽𝗽𝗼𝗿𝘁! 💙

A HUGE thank you to the financial advisors of 𝗘𝗱𝘄𝗮𝗿𝗱 𝗝𝗼𝗻𝗲𝘀 in Fond du Lac for dropping off food items collected during their annual holiday food drive yesterday! For more than a decade, local Edward Jones advisors have made the Fondy Food Pantry a priority each Thanksgiving and Christmas season, inviting their clients to bring food donations to holiday gatherings hosted by individual advisors.

This drive is consistently one of the largest single food collections we receive all year—and this year was truly remarkable. The 2026 effort brought in an amazing 𝟯,𝟰𝟰𝟬 𝗽𝗼𝘂𝗻𝗱𝘀 𝗼𝗳 𝗳𝗼𝗼𝗱, topping the record they set just last year! 🥫👏

Their generosity doesn’t stop with the holidays—Edward Jones representatives also host an annual summer food drive alongside a client cookout at Lakeside Park, showing their year-round commitment to our neighbors in need.

Our deepest gratitude goes out to Fond du Lac’s Edward Jones advisors and their clients for their ongoing support and their tremendous dedication to easing food insecurity in our community. Because of you, so many local families will have full cupboards and full hearts. ❤️

12/22/2022

The employee contribution limit for 401(k) plans is increasing a record amount in 2023, but that's not the only change that may impact your savings.

Consider this your cheat sheet for retirement plans, IRAs, and other employee benefits in 2023.

2023 IRS Limits for Retirement Plans, IRAs, and Other Employee Benefits

12/02/2022

10/26/2022

A will, a living trust — what’s the difference? Knowing what’s right for you is essential to putting together a comprehensive estate plan. Take a look at the benefits of each document.

It's crucial to create an estate plan that leaves the legacy you desire. Understanding the difference between wills and living trusts can help.

09/19/2022

Investing in the stock market requires a long-term perspective. If you focus on the short term, it’s easy to let emotions influence your investment decisions, as the market seems to go up and down every year. Let’s talk about putting headlines in perspective and keeping a long-term perspective.

08/03/2022

11 common financial mistakes – have you made any of these? Read on for our tips on how to overcome them.

Here’s how to move past them

07/05/2022

There’s so much information out there about investing, and a lot of it isn’t true. These 3 common investment myths could be holding you back.

Sort fact from fiction

04/21/2022

If you’re looking for a hands-off approach to investing, our Edward Jones Advisory Solutions models might be right for you.

A hands-off approach

03/10/2022

Nearing retirement? Now’s the time to boost your retirement savings.

Looking for ways to boost your retirement savings? These six strategies can help you can ramp up your retirement savings.