Edward Jones-Financial Advisor: Matt Lorio

08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/4xJwUs1

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.