Edward Jones-Financial Advisor: Matt Lovette

Edward Jones-Financial Advisor: Matt Lovette /*********/
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True wealth is knowing what counts. Financial planning takes your relationship with a financial advisor to a deeper, mor...
09/22/2025

True wealth is knowing what counts. Financial planning takes your relationship with a financial advisor to a deeper, more individual level.

A comprehensive approach to managing wealth financial planning delivers a personalized experience across five areas of your financial life.www.edwardjones.com/us-en

05/19/2025

I'm pleased to announce we'll be launching Edward Jones Generations, our new private client services tailored to U.S. high net worth clients and their unique needs, later this year. It's the latest way we're innovating and evolving to serve more clients, more completely – and to help them create a lasting, positive impact for generations to come.

Introducing Edward Jones Generations™ — private client financial advisor services designed around high net worth individual needs and goals.

Don’t think you need an estate plan? Proper estate planning strategies can help protect you and your family and help ens...
03/20/2025

Don’t think you need an estate plan? Proper estate planning strategies can help protect you and your family and help ensure your assets can be distributed without unnecessary fees and taxes. Here’s how to get started.

Learn how and where to start

Saving for two sizeable financial goals, such as retirement and your child’s education, can be overwhelming. But you don...
03/17/2025

Saving for two sizeable financial goals, such as retirement and your child’s education, can be overwhelming. But you don’t have to choose one or the other. Here are some considerations to help you strike the right balance.

Your financial advisor can help you balance your saving strategy to achieve both goals.

Now is the time to make your IRA contributions. Contributions can be made at any time up to the tax-filing deadline, not...
02/03/2025

Now is the time to make your IRA contributions. Contributions can be made at any time up to the tax-filing deadline, not including extensions. The deadline for 2024 contributions is April 15, 2025.

Roth IRA and traditional IRA contribution limits can change each year. Knowing what they are can help you make sure you take full advantage of their tax benefits for retirement.

One of the biggest constants in life is that things always change! Review our current rates for CDs, bonds and other inv...
01/27/2025

One of the biggest constants in life is that things always change! Review our current rates for CDs, bonds and other investments and loans. Then call me to discuss how this information can help customize a strategy to work toward your financial goals.

Our latest rates for certificates of deposit (CDs), bonds and other investments and loans.

We recommend taking a long-term approach when it comes to investing and planning for the future. Consider the items on t...
01/06/2025

We recommend taking a long-term approach when it comes to investing and planning for the future. Consider the items on this year-end checklist as you start preparing your financial strategy for 2025.

These actions for 2024 may help you keep your financial strategy on track.www.edwardjones.com/us-en

72% of adults worry that Social Security will run out of funding in their lifetime — leading many to make panic-stricken...
12/16/2024

72% of adults worry that Social Security will run out of funding in their lifetime — leading many to make panic-stricken decisions regarding their benefits. Here’s how to be prepared, not scared, about your future Social Security benefits.

How to be prepared, not scared

Unsure which type of retirement account might be a good fit for you or whether you should consider a 401(k) rollover? I ...
12/05/2024

Unsure which type of retirement account might be a good fit for you or whether you should consider a 401(k) rollover? I can help you understand these different account options and how they could fit into your unique financial strategy.

Choose from a variety of plans

Considering tapping into your 401(k) earlier than you initially planned, whether as a loan or a withdrawal? Learn some p...
12/02/2024

Considering tapping into your 401(k) earlier than you initially planned, whether as a loan or a withdrawal? Learn some potential alternatives as well as considerations, including the possibility of utilizing an IRA rollover strategy if you leave an employer before a loan is fully repaid.

If you need extra money, should you consider your 401(k)? Know the difference between withdrawing cash or taking a loan.

Our latest Market Pulse dives into our analysis of near-term implications of the U.S. election on stock market returns, ...
11/21/2024

Our latest Market Pulse dives into our analysis of near-term implications of the U.S. election on stock market returns, inflation and bond yields and opportunities for long-term investors.

Our analysis on the near-term implications the U.S. election has on stock market returns, inflation and bond yields, along with opportunities for long-term investors.

Three recent developments — the election, a Fed rate cut, and year 2 of a strong stock market — pose implications for th...
11/04/2024

Three recent developments — the election, a Fed rate cut, and year 2 of a strong stock market — pose implications for the investment outlook and prompt investors to ask: What comes next?

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...

Address

933 S. Fifth Street
Mebane, NC
27302

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

Telephone

+19193046322

Website

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