John Mateyko

  John Mateyko Financial Advisor: Excellence in Wealth Planning and Community Leadership John Mateyko financial advisor is a highly accomplished Fiduciary Financial Planner and Managing Partner at IDEX Financial, known for delivering disciplined investment strategies and personalized financial solutions. John Mateyko financial advisor has gained national recognition through features in respected publications such as Forbes, Fortune, MarketWatch, Business Insider, TED, NY Weekly, CEO Weekly, LA Wire, Chicago Journal, San Francisco Post, and BuzzFeed. A graduate of Augustana College, John Mateyko financial advisor completed his studies in 1998 and entered the financial services industry in 1999 at Dean Witter in New York City. As John Mateyko financial advisor advanced professionally, he refined his advisory expertise while working with established organizations including Atlas Securities, US Bancorp, Chase, and Fifth Third Securities. These formative experiences shaped the analy...

John Mateyko Financial Advisor APMA®, WMCP™, RICP® is a highly accomplished Fiduciary Financial Planner and the Managing Partner at IDEX Financial. With national recognition and features in Forbes, Fortune, MarketWatch, Business Insider, TED, NY Weekly, CEO Weekly, LA Wire, San Francisco Post, Chicago Journal, and BuzzFeed, John Mateyko Financial Advisor is widely respected in the financial industry. A graduate of Augustana College, Class of 1998, John Mateyko Financial Advisor began his professional journey at Dean Witter in New York City in 1999. His career continued with roles at Atlas Securities, US Bancorp, Chase, and Fifth Third Securities — experiences that strengthened his deep understanding of wealth management, retirement planning, and investment strategy. In 2010, John Mateyko Financial Advisor founded IDEX Financial , headquartered in the historic Zurich Towers in Schaumburg, Illinois. His leadership and forward-thinking approach led the firm to expand into Atlanta, G...

John Mateyko lives in the beautiful and peaceful community of Serenbe, Georgia , a place known for its natural charm and artistic culture. Serenbe has even been featured on the Today Show . Through his website, John Mateyko shares his love for collecting watches , photography , and spending time outdoors . Community Work and Theatre John Mateyko is a strong supporter of community activities. In 2021, he founded the Serenbe Athletic Association to bring people together through sports. He plays an active role as Commissioner and announcer for the Chicago-style Softball and Kickball leagues, making every game lively and fun. Theatre is another area where John Mateyko has made a difference. Working with Center Stage at Serenbe , he has helped raise more than $450,000 for Terra Academy. He has been involved in popular productions such as: The Trial of Ebenezer Scrooge (2021) It’s a Wonderful Life: A Live Radio Play (2023 and 2025) Die Hard: Once Upon a Time at Nakatomi ...

John Mateyko has spent more than two decades building a respected career in finance, helping clients achieve their goals through personalized wealth management and retirement planning. Living in Serenbe, Georgia, John Mateyko has become known for his expertise, professionalism, and dedication to continuous learning. The academic foundation of John Mateyko was laid at Augustana College in Rock Island, IL, where he studied business and philosophy starting in 1994. This unique combination of studies gave John Mateyko the skills to navigate both the practical and ethical challenges of the financial world. Education has always remained a priority for John Mateyko . Over the years, he has earned several prestigious certifications that showcase his commitment to excellence. From The American College of Financial Services, John Mateyko earned the Wealth Management Certified Professional (WMCP) and Retirement Income Certified Professional (RICP) designations. He also achieved the Accredited...

Lately, due to the increasing economic uncertainty and conversations around recession, several clients have reached out with an important question: Are bonds still a good investment during a recession, especially with interest rates on the rise? The answer isn’t a simple yes or no—it depends on several factors. If you’ve been wondering the same, this article offers a clear, foundational understanding of how bonds behave in the current market and which types may still offer value. Understanding the Basics What Are Bonds? Bonds are essentially loans made by investors to governments or corporations. In return, the issuer promises to pay regular interest and return the principal upon maturity. What Is a Bond Price? The bond price reflects its current market value. Generally, when interest rates rise, bond prices fall. Why Do Bond Prices Drop When Interest Rates Rise? It’s all about supply and demand. For example, if you buy a bond for $1,000 at a 5% yield, and market interest rates...

John Mateyko Shares Year-End Market Insights: U.S. Markets Close 2023 on a High Note As 2023 concluded, John Mateyko , Managing Partner of IDEX Financial, highlights that U.S. equity markets ended the year with strong momentum. Major indexes posted solid gains for the second consecutive month, fueled by investor optimism and a rally that began in October. While a traditional “Santa Claus Rally” wasn't required, long-term investors like those guided by John Mateyko found plenty of reasons to remain confident. Market Recap from John Mateyko According to John Mateyko, December’s performance capped a remarkable run for the markets: The S&P 500 rose 4.42% , nearing its all-time high. The Nasdaq 100 surged 5.51% , hitting a record monthly close. The Dow Jones Industrial Average climbed 4.84% , also reaching an all-time high. This marked a nine-week winning streak for the S&P 500—its longest in years. John Mateyko notes that this was largely driven by tech gian...

  In the modern workplace, flashy perks like catered lunches or casual dress codes may attract attention—but when it comes to what really matters, retirement benefits remain a top priority for employees . According to a 2019 survey, 68% of workers said retirement benefits influenced their decision to accept a job , and 62% reported these benefits would impact their decision to stay . Additionally, a strong employer 401(k) match is seen as a cornerstone of retirement security by a majority of employees. If your company doesn’t yet offer a match, it may be time to reconsider. Below is a breakdown of how 401(k) matching works and the strategic advantages it offers your business. What is 401(k) Matching and How Does It Work? A 401(k) plan allows employees to contribute a portion of their income into a retirement savings account—often on a pre-tax basis. A matching contribution is when the employer contributes to that same account based on how much the employee contributes. Common ma...

With over 20 years of experience in financial planning and investment , John Mateyko has built a distinguished career marked by expertise, growth, and community impact. Now based in the unique and eco-conscious community of Serenbe, Georgia, Mateyko’s professional path reflects a blend of business acumen and personal enrichment. A 1998 graduate of Augustana College, where he studied business and philosophy, Mateyko began his financial career in 1999 at Dean Witter in New York City. This early experience laid a strong foundation, leading to roles at prominent institutions including Atlas Securities, US Bancorp, Chase, and Fifth Third Securities. At each stop, his ability to build client relationships, manage sizable portfolios, and drive profitability earned him top-performer status. In 2010, Mateyko took a bold entrepreneurial step by founding IDEX Financial in the Zurich Towers of Schaumburg, Illinois. Under his leadership, the firm expanded its reach in 2018 with the acquisition ...