Donna Mathias

09/04/2026

https://bit.ly/4csRepm Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and create a strategy aligned with your future goals.

09/02/2026

Whether you employ a handful of people or a growing team, a business retirement plan helps your employees prepare for the future. The right plan can be simple to establish and easy to maintain.

Plan for the future with strategic workplace retirement solutions. Discover tax-saving opportunities through specialized retirement plans for small businesses.

09/01/2026

¿Estás listo para ser tu propio jefe? Ser dueño de tu propio negocio puede ser tan desafiante como satisfactorio. Prepárate mentalmente y evalúa los cambios legales y fiscales que podrías afrontar cuando pases a trabajar por tu cuenta.

Limitación de responsabilidades: Si bien hay algunos materiales introductorios y educativos en español, Edward Jones tiene obligación de usar el inglés en sus relaciones y comunicaciones con los clientes. Para obtener más información, entre en: https://bit.ly/4i2g2Io

Ready to be your own boss? Owning your own business can be as challenging as it is fulfilling. Prepare mentally and evaluate the legal and tax changes you may experience as you transition to working for yourself.

Disclosure: Edward Jones is required to use English in its client relationships and communications. For more information, visit: https://bit.ly/4gONBvr

Learn more about the basics of entrepreneurship From Edward Jones and EVERFI

09/01/2026

Learn more https://bit.ly/46w7Ysm Your business may be one of your greatest assets. I can help you explore strategies for transitioning your business and planning for your financial future.

09/01/2026

Learn more https://bit.ly/4i69uIQ A successful business exit often starts well before a sale or transition. I can help you consider key financial planning strategies to prepare for what comes next.

08/31/2026

If you’re retired or nearing RMD age, your withdrawal strategy matters more than you might think. From qualified charitable distributions to thoughtful Roth conversion planning, there may be ways to better manage required withdrawals and their tax impact.

During your working years, you likely built much of your retirement savings in tax-advantaged accounts such as a 401(k) or a traditional IRA.www.edwardjones.com/us-en

08/31/2026

Learn more https://bit.ly/462IP8u Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities.

08/31/2026

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided greater clarity on the Fed's inflation-fighting priorities. Despite seasonal headwinds, the fundamental backdrop for equities remains constructive.

Angelo Kourkafas, Sr. Global Investment Strategist, discusses the latest developments in AI, Fed policy, and markets in this week's Weekly Market Wrap.



https://bit.ly/4cmbyJ0

08/30/2026

https://bit.ly/4qJScn9 Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and create a strategy aligned with your future goals.

08/29/2026

https://bit.ly/45XyFG7 Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managing and preserving wealth for the future.