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As a Financial Advisor, Brian provides sound investment advice and value-added service to clients — always striving to build long-term relationships based on mutual trust and respect. Currently, Brian is an Associate Vice President of Investments at a major brokerage firm in South Florida. He also earned the CERTIFIED FINANCIAL PLANNER™ or CFP®, practitioner designation from the College for Financial Planning.

Recent Content By Brian Mathews
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Mutual Fund Education

Top 10 Dividend Funds to Own

Any serious investor should have a deep understanding of the importance of how dividends affect...

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Mutual Funds Weekly Roundup: August 2

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Mutual Funds Weekly Roundup: July 26

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Mutual Funds Weekly Roundup: July 19

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Mutual Funds Weekly Roundup: July 12

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Mutual Fund Education

Bill Making Munis HQLA Passed

On May 24, 2018, President Donald J. Trump signed into effect the bill S. 2155, also known as the...

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Mutual Funds Weekly Roundup: July 5

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Mutual Fund Education

SEC to Let Mutual Funds Go Paperless in 2021

On June 4, 2018, the Securities and Exchange Commission (SEC) voted to improve the experience for...

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Mutual Funds Weekly Roundup: June 28

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Mutual Funds Weekly Roundup: June 21

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Mutual Fund Education

Five Tricks You Can Learn From Professional Money Managers

Mutual fund managers like John Neff and Peter Lynch are revered in the financial industry because...

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Mutual Funds Weekly Roundup: June 14

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Mutual Fund Education

Index Mutual Funds Versus ETFs

One ongoing debate in the investment community has always been: Which is the better investment,...

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Mutual Funds Weekly Roundup: June 7

MutualFunds.com provides weekly information about any material impact on the mutual funds...

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Mutual Fund Education

Decoding the Mutual Fund Prospectus

An extremely important document often overlooked by investors is the mutual fund prospectus.

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Mutual Funds Weekly Roundup: May 31

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Mutual Funds Weekly Roundup: May 24

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Mutual Fund Education

Introduction To IRAs

Individual Retirement Accounts, more popularly known as IRAs, are one of the most common...

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Mutual Funds Weekly Roundup: May 17

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Mutual Fund Education

Implications of Holding Mutual Funds Outside Tax-Advantaged Accounts

Mutual funds are great investment vehicles for the average person since they offer professional...

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Mutual Funds Weekly Roundup: May 10

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Mutual Funds Weekly Roundup: May 3

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Mutual Fund Education

Mutual Funds vs. Hedge Funds

Mutual funds are one of the most commonly used investment vehicles available to the general...

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Mutual Funds Weekly Roundup: April 26

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Mutual Fund Education

When Should Mutual Fund Investors Rebalance or Adjust Their Portfolio?

One of the fundamentals of investing that is often overlooked is rebalancing.

Rebalancing a...

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Mutual Fund Education

Do Interval Funds Belong in Your Portfolio?

Mutual funds are one of the most common investment vehicles available to the public today, with...

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Mutual Fund Education

Series D & N Mutual Funds: The New Share Classes of the Future

Mutual funds are a great way for the typical person to invest because they offer diversification...

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Mutual Funds Weekly Roundup: March 29

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Mutual Funds vs. Annuities

Mutual funds and annuities are very common investment vehicles that the average person might...

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Mutual Funds Weekly Roundup: March 1

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Mutual Funds vs. Unit Investment Trusts (UITs)

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Mutual Funds Weekly Roundup: February 22

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How to Choose Donor-Advised Funds

Donor-advised funds (DAFs) are investment vehicles administered by charities that can invest in...

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Mutual Fund Education

What Are Donor-Advised Funds?

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Mutual Funds Weekly Roundup: January 18

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Mutual Funds Weekly Roundup: April 6

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Mutual Funds Weekly Roundup: March 30

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The New DOL Fiduciary Rule

The Rise of Robo-Advisors

The new ruling that is supposed to be implemented on April 10, 2017, is an expansion of the “...

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Mutual Funds Weekly Roundup: March 9

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Mutual Funds Weekly Roundup: March 2

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The New DOL Fiduciary Rule

What This Means for Insurance Agents

Under this new rule, any insurance professional that works with qualified plans, like IRAs or...

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Mutual Funds Weekly Roundup: February 23

MutualFunds.com provides weekly information about any material impact on the mutual funds...

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The New DOL Fiduciary Rule

What This Means for Advisors and Broker-Dealers

Under this new rule, any broker-dealer that hires financial professionals who work with qualified...

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Mutual Funds Weekly Roundup: February 16

MutualFunds.com provides weekly information (Feb.6 to Feb.10) about any material impact on the...

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The New DOL Fiduciary Rule

What This Means for Investors

Under the new Fiduciary rule issued by the Department of Labor (DOL), any financial professional...

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Mutual Funds Weekly Roundup: February 9

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Target-Date Funds

Know the Composition of Your Target-Date Fund Over Time

With thousands of mutual funds available to the average investor, choosing the best option can be...

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Mutual Funds Weekly Roundup: December 22

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Target-Date Funds

Are Target-Date Funds Better Than Target-Risk Funds?

With over 7,000 different mutual fund options available to the investing public, selecting the...

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Mutual Funds Weekly Roundup: December 15

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Target-Date Funds

Due Diligence for a Target-Date Fund

With over 7,000 different mutual fund options available to the average investor, selecting the...

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Mutual Funds Weekly Roundup: December 8

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Index Fund Center

How Purchases and Redemptions Impact Index Funds

Index funds are great product for investors who are looking for a diversified investment that...

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Mutual Funds Weekly Roundup: December 1

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Mutual Funds Weekly Roundup: November 24

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Money Market Funds

Money Market Fund Reform Explained

On October 14, 2016, money market funds went through a drastic reform that affected many...

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Index Fund Center

The Difference Between Index Mutual Funds and ETFs

In today’s complex investing world and with the advancement in the discount online brokerage,...

Popular Articles

Mutual Fund Education

Global Mutual Funds vs. International Mutual Funds

It might not seem obvious, but there’s a big difference between global and international...

Mutual Fund Education

Top 10 Dividend Funds to Own

Any serious investor should have a deep understanding of the importance of how dividends affect...

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Mutual Funds Weekly Roundup: August 2

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