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Brian Mathews

Brian Mathews

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


Dividend Scrabble

Mutual Fund Education

Top 10 Dividend Funds to Own


Looking at Business Report

News

Mutual Funds Weekly Roundup: August 2


Group business Meeting

News

Mutual Funds Weekly Roundup: July 26


Business Meeting

News

Mutual Funds Weekly Roundup: July 19


Man reviewing Report

News

Mutual Funds Weekly Roundup: July 12


Signing an Approved Contract

Mutual Fund Education

Bill Making Munis HQLA Passed


Managers reviewing Financial Report

News

Mutual Funds Weekly Roundup: July 5


Man looking at Report on Tablet

Mutual Fund Education

SEC to Let Mutual Funds Go Paperless in 2021


Woman reading Reports

News

Mutual Funds Weekly Roundup: June 28


People Reviewing Financial Papers

News

Mutual Funds Weekly Roundup: June 21


Professional Person Doing Calculations

Mutual Fund Education

Five Tricks You Can Learn From Professional Money Managers


People Reviewing Charts

News

Mutual Funds Weekly Roundup: June 14


Woman with a scale

Mutual Fund Education

Index Mutual Funds Versus ETFs


Man looking at Financial Papers

News

Mutual Funds Weekly Roundup: June 7


People reviewing Mutual Fund Prospectus

Mutual Fund Education

Decoding the Mutual Fund Prospectus


Business People Going Over Financials

News

Mutual Funds Weekly Roundup: May 31


Mutual Funds Stock Chart on Paper

News

Mutual Funds Weekly Roundup: May 24


Retirement Fund

Mutual Fund Education

Introduction To IRAs


Two Business People going over financials

News

Mutual Funds Weekly Roundup: May 17


Analyzing Accounts and Financials

Mutual Fund Education

Implications of Holding Mutual Funds Outside Tax-Advantaged Accounts


A business meeting at a round table.

News

Mutual Funds Weekly Roundup: May 10


Mutual funds visual information on computer.

News

Mutual Funds Weekly Roundup: May 3


Hedge funds vs mutual funds

Mutual Fund Education

Mutual Funds vs. Hedge Funds


Financial documents, pencil.

News

Mutual Funds Weekly Roundup: April 26


Mutual funds information, graph.

News

Mutual Funds Weekly Roundup: April 19


Mutual Funs portfolio.

Mutual Fund Education

When Should Mutual Fund Investors Rebalance or Adjust Their Portfolio?


Weekly Roundup.

News

Mutual Funds Weekly Roundup: April 12


Mutual funds graphic.

Mutual Fund Education

Do Interval Funds Belong in Your Portfolio?


Weekly Roundup.

News

Mutual Funds Weekly Roundup: April 5


Cubes spelling "shares", sitting on stacks of coins.

Mutual Fund Education

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


Weekly Roundup.

News

Mutual Funds Weekly Roundup: March 29


Financial dashboard with KPIs.

News

Mutual Funds Weekly Roundup: March 22


Business meeting.

News

Mutual Funds Weekly Roundup: March 15


Financial Reports

News

Mutual Funds Weekly Roundup: March 8


Piggy Bank and coins

Mutual Fund Education

Mutual Funds vs. Annuities


A business meeting.

News

Mutual Funds Weekly Roundup: March 1


Investment planning docs.

Mutual Fund Education

Mutual Funds vs. Unit Investment Trusts (UITs)


Financial documents and a magnifying glass.

News

Mutual Funds Weekly Roundup: February 22


A business presentation.

News

Mutual Funds Weekly Roundup: February 15


Mutual Funds Weekly Roundup

News

Mutual Funds Weekly Roundup: February 8


A business meeting.

News

Mutual Funds Weekly Roundup: February 1


Two young businessmen studying financial charts.

Mutual Fund Education

How to Choose Donor-Advised Funds


A group meeting.

News

Mutual Funds Weekly Roundup: January 25


Two woman consulting financial documents.

Mutual Fund Education

What Are Donor-Advised Funds?


A woman looking a documents of financial information.

News

Mutual Funds Weekly Roundup: January 18


Securities and Exchange Commission

Mutual Fund Education

New Liquidity Risk Management Rules: Overview


Mutual Funds Weekly Roundup

News

Mutual Funds Weekly Roundup: January 11


Two hands pointing at a file of charts.

News

Mutual Funds Weekly Roundup: January 4


Aerial view of business people analyzing graphs

News

Mutual Funds Weekly Roundup: December 21


Charts and a calculator

News

Mutual Funds Weekly Roundup: December 14


Two people sitting together reviewing graphs

News

Mutual Funds Weekly Roundup: December 7


Large tablet with "Mutual Funds" page open

News

Mutual Funds Weekly Roundup: November 30


Business people hovering over financial graphs

News

Mutual Funds Weekly Roundup: November 23


Business person analyzing graphs and looking at tablet

News

Mutual Funds Weekly Roundup: November 16


Three business people discussing a report

News

Mutual Funds Weekly Roundup: November 9


iPad with "Mutual Funds" page open

News

Mutual Funds Weekly Roundup: November 2


S&P 500 Increasing

News

Mutual Funds Weekly Roundup: October 26


Real estate buildings taken from below

News

Mutual Funds Weekly Roundup: October 19


NASDAQ Composite all time high

News

Mutual Funds Weekly Roundup: October 12


Dow: All time high

News

Mutual Funds Weekly Roundup: October 5


Silhouette of a satellite dish against the sunset

News

Mutual Funds Weekly Roundup: September 28


Telecommunications towers with blue sky in the background

News

Mutual Funds Weekly Roundup: September 21


Electrical wires

News

Mutual Funds Weekly Roundup: September 14


Man Reviewing Charts

News

Mutual Funds Weekly Roundup: September 7


Two Trees, One With Lots of Leafs and the Other Without

News

Mutual Funds Weekly Roundup: August 31


financial charts and graphs

News

Mutual Funds Weekly Roundup: August 24


financial charts and graphs

News

Mutual Funds Weekly Roundup: August 17


charts on a laptop

News

Mutual Funds Weekly Roundup: August 10


tablet with diagrams

News

Mutual Funds Weekly Roundup: August 3


graphs on a tablet

News

Mutual Funds Weekly Roundup: July 27


mutual fund jar

News

Mutual Funds Weekly Roundup: July 20


weekly report graphs

News

Mutual Funds Weekly Roundup: July 13


stock stats and money

News

Mutual Funds Weekly Roundup: July 6


weekly report graphs

News

Mutual Funds Weekly Roundup: June 29


graphs on a computer

News

Mutual Funds Weekly Roundup: June 22


various charts and graphs

News

Mutual Funds Weekly Roundup: June 15


drawing an upwards trend

News

Mutual Funds Weekly Roundup: June 8


looking over a report

News

Mutual Funds Weekly Roundup: June 1


money in a shopping cart

News

Mutual Funds Weekly Roundup: May 25


various fund trends

News

Mutual Funds Weekly Roundup: May 18


investment report

News

Mutual Funds Weekly Roundup: May 11


graphs and calculator

News

Mutual Funds Weekly Roundup: May 4


Weekly Report Image

News

Mutual Funds Weekly Roundup: April 27


Mutual Funds Weekly Report

News

Mutual Funds Weekly Roundup: April 20


Market Report Image

News

Mutual Funds Weekly Roundup: April 13


Weekly Market Report

News

Mutual Funds Weekly Roundup: April 6


Mutual Funds Market Report

News

Mutual Funds Weekly Roundup: March 30


Mutual Funds Weekly Report

News

Mutual Funds Weekly Roundup: March 23


Mutual Funds Report

News

Mutual Funds Weekly Roundup: March 16


Robo Advisor Image

The New DOL Fiduciary Rule

The Rise of Robo-Advisors


Market Report Mutual Funds

News

Mutual Funds Weekly Roundup: March 9


Mutual Funds Report

News

Mutual Funds Weekly Roundup: March 2


Insurance Agent DOL Ruling

The New DOL Fiduciary Rule

What This Means for Insurance Agents


Mutual Funds Report

News

Mutual Funds Weekly Roundup: February 23


Fiduciary Duties

The New DOL Fiduciary Rule

What This Means for Advisors and Broker-Dealers


Mutual Funds Report

News

Mutual Funds Weekly Roundup: February 16


DOL fiduciary rule

The New DOL Fiduciary Rule

What This Means for Investors


Mutual Funds Market Report

News

Mutual Funds Weekly Roundup: February 9


Dow Jones Rising

News

Mutual Funds Weekly Roundup: February 2


U.S. President on Dollar Bills Under U.S. Flag

News

Mutual Funds Weekly Roundup: January 26


Mutual Funds on Keyboard

News

Mutual Funds Weekly Roundup: January 19


Bank Notes and Market Temperature

News

Mutual Funds Weekly Roundup: January 12


Coins Placed on Top of Each Other Simulating Growth

News

Mutual Funds Weekly Roundup: January 5


Investment over time

Target-Date Funds

Know the Composition of Your Target-Date Fund Over Time


Coins Placed on Top of Each Other Simulating Growth

News

Mutual Funds Weekly Roundup: December 22


Retirement Planning

Target-Date Funds

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


Piles of Coins and Sprouts

News

Mutual Funds Weekly Roundup: December 15


Due Diligence Picture

Target-Date Funds

Due Diligence for a Target-Date Fund


Coins Placed on Top of Each Other Simulating Growth

News

Mutual Funds Weekly Roundup: December 8


Index Funds Chart

Index Fund Center

How Purchases and Redemptions Impact Index Funds


Coins Placed on Top of Each Other Simulating Growth

News

Mutual Funds Weekly Roundup: December 1


Money growth and Coins

News

Mutual Funds Weekly Roundup: November 24


Money Market Fund

Money Market Funds

Money Market Fund Reform Explained


Types of Investments

Index Fund Center

The Difference Between Index Mutual Funds and ETFs