Matthew R. Simon, Upstream Investment Partners

Matthew R. Simon, Upstream Investment Partners Matt Simon is a Private Wealth Manager committed to a comprehensive approach in working with his cli

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated wi

th LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.
06/01/2026

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.

Keys to preparing to grow wealthy together.

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenario...
05/28/2026

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

Developing a retirement strategy? It's critical to know the differences between investment types.
05/25/2026

Developing a retirement strategy? It's critical to know the differences between investment types.

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Have a strategy for discussing healthcare with your parents.
05/21/2026

Have a strategy for discussing healthcare with your parents.

As our nation ages, many Americans are turning their attention to caring for aging parents.

In the world of finance, the effects of the "confidence gap" can be especially apparent.
05/18/2026

In the world of finance, the effects of the "confidence gap" can be especially apparent.

In the world of finance, the effects of the

The earlier you start pursuing financial goals, the better your outcome may be. Let this piece help you get started.
05/14/2026

The earlier you start pursuing financial goals, the better your outcome may be. Let this piece help you get started.

The earlier you start pursuing financial goals, the better your outcome may be.

Do you know the difference between a credit lock and a credit freeze?
05/11/2026

Do you know the difference between a credit lock and a credit freeze?

Learn the ins and outs of credit locks, freezes, and more.

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitic...
05/08/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:
05/07/2026

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

When Should You Claim Social Security? Let's Map Your Strategy
05/04/2026

When Should You Claim Social Security? Let's Map Your Strategy

Help clients navigate their Social Security claiming decisions with our interactive roadmap.

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Traverse City, MI
49686

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