Edward Jones - Financial Advisor: Dan Dooley


Living in Retirement: Actions to Consider During a Down Market

Although we can’t predict when the market volatility will end, our guidance can help you navigate the current uncertainty and help ensure your retirement savings can provide for your needs.

voices.cf.socialware.com Is your strategy built to last? Let's discuss.


Are You More Prepared for a Down Market Than You Think?

3 reasons why you might already be prepared to navigate this

voices.cf.socialware.com Feeling anxious? Let's talk.


The CARES Act: Mortgage and Student Loan Relief

Take a look at the considerations around mortgage relief, how renters are impacted, and federally held student loan relief.

voices.cf.socialware.com Want to discuss more? Give me a call.


CARES Act: Recovery Payments and What They Mean for Your Goals

3 considerations for your stimulus check

voices.cf.socialware.com By prioritizing your needs, you can map out a plan that sets you up for success.


Plunge in Oil Sparks a Bout of Market Volatility

The “shock and awe” of negative oil prices will add to a list of unprecedented economic readings reflecting the dramatic economic shutdown. We think the economy will start to exhibit progress as we advance, but not without setbacks along the way.

voices.cf.socialware.com Read our latest guidance on oil prices and market volatility.


Quarterly Market Outlook: Second Quarter 2020

We take a look back at the first quarter, as well as look ahead to the economic outlook and fixed-income outlook, among others.

voices.cf.socialware.com Questions? Please give me a call!


3 Common Investing Myths Debunked

Separating the myths from reality to help you stay on track

voices.cf.socialware.com Investing takes some homework. That's why I'm here to help!


Investment Strategist Nela Richardson Joins MarketBrief to Make Sense of Recent Market Swings

Nela notes that we’ll continue to see a temporary but significant decline in economic activity, but points out that the economy wasn’t broken going into this pandemic, and that’s important for our recovery.

voices.cf.socialware.com Questions about what was discussed? Please give me a call.


Highlights of the CARES Act

From direct payments and unemployment assistance to student loan payment suspensions and retirement account changes, here are a few ways the government is offering financial stability and relief during this time.

voices.cf.socialware.com Let's consider key parts of this as part of your financial strategy. Give me a call.


5 Keys to Navigating Pullbacks

The only certainty is that market volatility will likely continue for some time.

voices.cf.socialware.com The nature of this biological event leaves many of us with an unsettled feeling. Investment Strategist Craig Fehr discusses what we’ve learned so far about the markets and what investors can do today.


Five Keys to Navigating Pullbacks Successfully

For the first time in more than a decade, we've crossed the threshold of a bear market. Let's put this performance in perspective.

voices.cf.socialware.com Lessons from history about potential upsides to the down market


Prescription for Panic: 5 Key Takeaways from the Market Selloff

The velocity of this selloff resembles fear and panic more than economic or financial reality.

voices.cf.socialware.com In this market correction, Investment Strategist Craig Fehr gives five takeaways to help you navigate the terrain.


Stocks Drop on Growing Coronavirus Concerns: Updated

The economic impact is meaningful but temporary.

voices.cf.socialware.com The U.S. equity market has declined sharply this week as new reports show confirmed cases of the coronavirus have picked up outside China, including outbreaks in South Korea and Italy.


How Do I Balance My Family's Budget?

Here are some categories to include for a clear and realistic monthly financial view.

voices.cf.socialware.com Give me a call – I'm happy to provide insight into the process.


3 Tips for Managing Your Relationship With Money

How exactly can you have a more positive and open relationship with money? Take a look.

voices.cf.socialware.com Let's put a game plan together. Give me a call.


FICO Changes Could Lower Your Credit Score

Keep an eye on your credit score – changes are coming.

voices.cf.socialware.com The proposed model could likely make it harder for many people to get loans.


Check Out Our Tax Resources Center

From tax forms to IRS information, make tax time a little easier by taking a look at this page.

voices.cf.socialware.com Have more questions? Give me a call.


A Closer Look at Long-term Disability Insurance

Disability insurance may be a solution to help you continue to meet your family’s financial needs.

voices.cf.socialware.com Which options are best for you? Let's talk.


Get Financially Fit in 2020

It's a sprint, not a marathon. Check out these tips.

voices.cf.socialware.com Give me a call to discuss your financial goals, and where you'd like to be at this time next year.


SECURE Act: The Five Most Impactful Changes

Here's a helpful guide to this retirement and savings bill that just became effective.

voices.cf.socialware.com Could these new rules impact your financial goals? Give me a call to discuss.


4 Investment Strategies to Put Time on Your Side

A short-term market decline doesn’t change your long-term goals. To work toward those goals, you’ll need to combine money with time.

voices.cf.socialware.com What are you waiting for?


How Much Cash Should You Keep On Hand?

I can help you decide how much it might take to fill your “rainy day” bucket.

voices.cf.socialware.com An unexpected expense could derail your financial strategy. It's important to plan ahead.


3 Steps to Start Your Estate Plan

Identify where you are today, and where you want to be.

voices.cf.socialware.com I'm here to help – give me a call.


Outlook 2020: 4 Important Questions to Ask

Are you wondering what to expect from the markets in 2020?

voices.cf.socialware.com The markets have seen their share of good and bad news in 2019. What can investors expect in the new year? Investment Strategist Nela Richardson details four areas you should watch in 2020.


What Happens to Your 401(k) When You Change Jobs?

4 options to explore

voices.cf.socialware.com Your tax professional and I can help you weigh your 401(k) options after you have changed jobs.


Received an Inheritance? Here's What To Do Next

It's not something you necessarily plan for, so first you'll likely want to evaluate your options.

voices.cf.socialware.com This could have a big impact on your financial strategy and goals.


3 Common Investing Myths Debunked

We'll help you sort fact from fiction, so you're better able to meet your financial goals.

voices.cf.socialware.com Is saving the same as investing? Read on to see!


5 Tips for Bond Investing with "Lower for Longer" Rates

From remembering the role fixed income plays in your portfolio to not chasing yield, here are some tips to keep your portfolio on track.

voices.cf.socialware.com Questions? Give me a call.


When It Comes to Investing, Focus On What You Can Control

Don't be distracted by the latest headlines. Base your behavior on time-tested investment principles.

voices.cf.socialware.com The key is not to let emotions control your investment decisions.


1 Easy Thing to Do Now to Protect Your Estate

Have you named beneficiaries yet on your account? If not, contact me today.

voices.cf.socialware.com Now is the time to get started on your estate strategy, to determine your wishes are carried out.


Estate And Legacy Planning Are Not Just For The Wealthy

Without an estate plan your assets could be subject to a time-consuming, expensive and very public probate process.

voices.cf.socialware.com 77% of Americans believe that estate and legacy planning are not just for the wealthy, yet most have not even taken the most basic steps.


Is a 529 Education Savings Plan a Good Fit For Your Education Savings Strategy?

We take a look at how they work, eligible schools, and implications for state taxes and financial aid.

voices.cf.socialware.com Either way, the sooner you start saving, the better – when time is still on your side.


The Pros and Cons of Using 529 Plans for K-12 Tuition

529 plans are traditionally for college savings but can also be used for K-12 schooling – here's what you should consider before making any changes.

voices.cf.socialware.com Early planning is the key. Let's talk – give me a call.


Keep It Simple: 177 Self-made Millionaires Share Their Secret

Learn how to think like a millionaire and focus on a simple strategy to help reach your financial goals.

voices.cf.socialware.com Whatever your goal may be, you have to start somewhere.


Can Saving for Education Affect Financial Aid?

This article discusses how education savings are taken into account in financial aid calculation.

voices.cf.socialware.com This can be a complex topic, so I'm happy to review your options with you.

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