Edward Jones-Financial Advisor: Matt Lorio

12/19/2022

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.

10/24/2022

If you're not this age, consider sharing this with a younger relative and let me know if you have any questions!

To build a nest egg that will see you through retirement, it helps to start young. Here are six steps to get going.

10/21/2022

If one of your retirement goals is to relocate to a new home, we’ve got you covered. Here are some strategies to help make the transition a little easier.

Thinking about downsizing, relocating, or moving closer to family when you retire? Here's how to help get your finances ready for the big move.

10/20/2022

Edward Jones offers retirement accounts to fit you and your financial goals. Send me a message if you want to run through what each one entails.

Choose from a variety of plans

10/20/2022

Retirement today looks a little different than it did even just a few years ago. Here are some resources to help you prepare for retirement on your own terms.

Let's write yours together

10/18/2022

Everyone’s vision for retirement looks a little different. To ensure you and your partner are on a similar path, take some time to have an open conversation about what the next stage of life looks like for both of you.

How to start preparing

10/17/2022

National Retirement Security Week is here, and we’re kicking it off with some helpful resources. Check out our retirement planning hub and find what you need to help you explore your options.

06/09/2022

Take a look at the latest rates, and let me know if you have any questions!

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

04/21/2022

In 2021, we saw the biggest jump in inflation in three decades. If you’ll be retiring in a few years, should you adjust your investment strategy?

Learn how stocks and bonds respond to inflation and what that can mean as you plan for retirement.

03/16/2022

TV’s longest-running show, “The Simpsons,” debuted more than 30 years ago. That’s also the last time inflation was this top of mind. Channel your inner Bart Simpson with this fun look at a timely inflation strategy.

Dividend-paying stocks can help you offset the damaging impacts of inflation on your portfolio.

12/03/2021

I can help you evaluate these and other year-end strategies.

This year-end checklist highlights actions you can take to help keep your financial strategy on track.

11/04/2021

Rising costs for everyday goods are never a good thing. However, with an adequate financial strategy in place, it’s easier to plan for the curveballs that the economy sometimes throws your way.

The Federal Reserve's Beige Book report found that many businesses intend to raise prices over the coming months.