Brian Mathews

Brian Mathews

Brian is currently an Associate Vice President of Investments at an investment firm based in South Florida. As a Financial Advisor, he provides investment advice to retail and institutional clients, in addition to helping clients develop and implement strategies for building wealth and reaching their goals. Brian attained his Bachelor’s degree in Finance from the University of Miami, and has also earned the CERTIFIED FINANCIAL PLANNER™ or CFP®, practitioner designation.

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  1. FA Relevant

    Investing Other People's Money: 4 Things You Must Know

    Learn the four things an advisor should know before investing a client's money, with a focus on the FINRA suitability rule.
  2. Investing Strategy

    5 Ways You Can Invest in Panama From Abroad

    Learn about five ways to invest in Panama with tips for both individuals and business owners.
  3. FA Profession

    9 Client Events to Grow Your Financial Advisor Practice

    These nine event ideas for financial advisors will grow your firm by showing clients you appreciate them and encouraging ...
  4. Retirement Savings

    Do 401k contributions reduce AGI and/or MAGI?

    Discover how contributing to a 401(k) plan can reduce your AGI and/or MAGI. Also learn by how much and how this differs from ...
  5. Retirement

    Edward Jones IRA and Roth IRA Review

    Investors looking to open an IRA or Roth IRA at Edward Jones can learn about the opening process, investment options, fees ...
  6. Investing Strategy

    3 Ways You Can Invest in Costa Rica from Abroad

    Learn about the three ways to invest in Costa Rica: through its Bolsa stock exchange, through real estate or by investing ...
  7. High Net Worth Strategy

    How do you Cancel a NetSpend Card?

    Learn how to close or cancel your NetSpend account. Be aware of potential issues and fees associated with doing so.
  8. Stocks

    The World's Top 10 Restaurant Companies

    The world's top 10 restaurant companies, arranged by market capitalization – from McDonald's to Brinker International – are ...
  9. Tax Deductions / Credits

    Are Flexible Spending Account (FSA) contributions tax deductible?

    The contributions made to your Flexible Spending Account (FSA) are not tax-deductible because the accounts are funded through ...
  10. Retirement Savings

    Five Banks That Will Pay You to Roll Over a 401(k)

    Discover five financial institutions will pay you a cash bonus or match when you roll over assets from an old 401(k) or qualified ...
  11. Markets & Economy

    Where Can You Buy Netspend Reload Packs?

    Learn about Netspend reload packs including where they can be purchased and how to load your current Netspend debit card ...
  12. ETFs

    Buying and Selling ETFs: It's Easy, Here's How to Start (ETFC, MS)

    Learn the basics of exchange-traded funds, including how they are bought and sold, how they differ from mutual funds, and ...
  13. Mutual Funds

    Zacks Versus Morningstar Investment Research

    Discover the similarities and differences between two mutual fund research providers, Morningstar and Zacks Investment Research.
  14. Credit, Loans & Mortgages

    Is it possible to get a free credit report from Equifax?

    Learn how you can receive a free credit report from Equifax.
  15. Credit, Loans & Mortgages

    Can Netspend cards be used internationally?

    Understand the benefits and pitfalls of NetSpend cards and discover whether they be use internationally. Then learn about ...
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