Donna Mathias

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Donna Mathias We manage a simple and elegant practice, serving a select group of clients on whom we feel we can ha

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With the 2026 midterm elections approaching, investors are once again asking what politics may mean for markets and whet...
10/10/2026

With the 2026 midterm elections approaching, investors are once again asking what politics may mean for markets and whether the elections have the potential to disrupt this year's positive momentum. Here's what history says – and what's different this time:

With the 2026 midterm elections approaching, investors are once again asking what politics may mean for markets and whether the elections have the potential to disrupt this year's positive momentum. History suggests that elections often create short-term uncertainty, but they have rarely been the pr...

Executive compensation can be complex. I can help you make informed decisions about your financial future — let’s talk a...
10/09/2026

Executive compensation can be complex. I can help you make informed decisions about your financial future — let’s talk about your options.

Edward Jones is now the Official Private Wealth Management Partner of McLaren Racing. Together, we believe that performa...
10/08/2026

Edward Jones is now the Official Private Wealth Management Partner of McLaren Racing. Together, we believe that performance is the result of preparation, strategy and working with a team you trust. Ready to start working on your road map for the future? Call my office today.

McLaren Racing Limited is not a current client of Edward Jones. McLaren was compensated for this endorsement. For more information, visit edwardjones.com/racing?utm_term=1067040&utm_source=facebook&utm_medium=social_media&utm_content=3339673&c3nid=1067040_facebook_3339673&c3ch=BranchSocialMedia&EID=MDAwMDAwMDk2NzM0Ng%3D%3D.

Edward Jones has been named one of the 2026 Fortune Best Workplaces in Financial Services and Insurance by Fortune and G...
10/08/2026

Edward Jones has been named one of the 2026 Fortune Best Workplaces in Financial Services and Insurance by Fortune and Great Places to Work®.

Behind this recognition are colleagues whose contributions reach our firm and into the communities we serve. Their talent, ideas and dedication shape a workplace where people champion one another and take pride in what they accomplish together.
A culture that attracts talented people, inspires innovation, and helps us deliver on our commitment to serving clients with care and integrity.

Thank you to our colleagues for making this achievement possible. We're proud of their impact, the workplace they shape, and our place among the best in the industry

Disclosure: 2026 Fortune Best Workplaces in Financial Services & Insurance, published October 2026, research by Great Places to Work, data as of August 2025. Compensation provided for using, not obtaining, the rating.

https://bit.ly/4yeN10H

Your business represents years of hard work and dedication. I can help you think through succession, transition planning...
10/07/2026

Your business represents years of hard work and dedication. I can help you think through succession, transition planning and strategies to help support your long-term goals. Send me a message to schedule a meeting.

What would happen if you had to retire sooner than expected?Many people focus on their target retirement date but spend ...
10/06/2026

What would happen if you had to retire sooner than expected?

Many people focus on their target retirement date but spend less time preparing for the possibility of an earlier exit due to a job loss, health issue or family caregiving needs.

If you'd like to explore how your retirement strategy would hold up under an unexpected scenario, let's talk. Planning for the "what-ifs" today can help reduce stress tomorrow.

Concerned about a forced retirement? 4 tips to prepare

The first $100,000 is often the hardest milestone to reach — and the most rewarding.Early on, progress can feel slow, es...
10/05/2026

The first $100,000 is often the hardest milestone to reach — and the most rewarding.

Early on, progress can feel slow, especially when you're balancing family, work and other financial priorities. But once your portfolio grows, investment returns can begin doing more of the heavy lifting.

If you're working toward your first $100,000, stay focused on the habits that matter most: investing consistently, staying diversified and remaining committed through market ups and downs. Those habits can make all the difference over time.

Your first $100,000: why it matters most

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consum...
10/05/2026

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consumer spending and growing corporate profits point to an economy that remains on solid footing.

Investment Analyst Brock Weimer shares insights from market history, exploring how stocks have performed following sharp increases in bond yields and what those trends may signal for investors in the latest Weekly Market Wrap: https://bit.ly/47AWcxh

Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a str...
10/04/2026

Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a strategy around your legacy goals. Send me a message, and let’s find time to connect.

An important part of protecting your financial future is staying vigilant against fraud and cyber threats. This Cybersec...
10/03/2026

An important part of protecting your financial future is staying vigilant against fraud and cyber threats. This Cybersecurity Awareness Month, I encourage you to stay vigilant, protect sensitive information and be aware of common scams that continue to evolve. If you have questions about fraud prevention or protecting your financial information, I'm always available to help.

In the meantime, I invite you to explore more resources and guidance here: https://bit.ly/4rOM11B

Address

620B Long Point Road
Mount Pleasant, SC
29464

Opening Hours

Monday 8:15am - 5pm
Tuesday 8:15am - 5pm
Wednesday 8:15am - 4:30pm
Thursday 8:15am - 5pm
Friday 8:15am - 4pm

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