Edward Jones - Financial Advisor: Dan Dooley


Are You Keeping Your Portfolio Too Close to Home?

International equities currently offer attractive opportunities due to their valuations and a slowly improving outlook.

voices.cf.socialware.com I can help you determine whether you should add international equities to return them to an appropriate weight in your portfolio based on your comfort with risk, time horizon and long-term goals.


5 Ways a Financial Advisor Can Help Make You a Better Investor

We review what kind of benefits a financial advisor can provide versus what you sign up for when you do it yourself.

voices.cf.socialware.com See if you agree, and if so, give me a call.


Do You Know What a 529 Plan Is – Or How It Can Be Used To Help You Handle Education Expenses?

Our recent study found the number of Americans who do not recognize a 529 plan as an education savings tool has risen to 67% – a 5 percentage point increase from 2012, the year the survey was first commissioned.

voices.cf.socialware.com More than one-third of American parents don’t save anything for future education expenses. Don't let be this you – give me a call.


How Much Should You Be Putting Away for Retirement? Use Our Calculator to Find Out

Less than half of working investors know how much to save for retirement.

voices.cf.socialware.com Don't be one of them. Start getting on track today.


Life Insurance & Your Financial Strategy

Pay off the mortgage, pay for education, provide for your spouse and children. When life doesn't go as planned, life insurance can be an important part of your financial strategy.

voices.cf.socialware.com Why life insurance is an important part of your financial strategy.


What Is An Annuity?

A quick refresher.

voices.cf.socialware.com Does this investment type make sense for you?


Is a Recession On the Horizon?

Frequent predictions that the economy is sliding into recession may be making you wonder if one is around the corner.

voices.cf.socialware.com Fortunately, an upswing in recession predictions doesn’t produce an actual recession.


11 Common Financial Mistakes and How to Avoid Them

Failing to plan is planning to fail. Take a look at our tips.

voices.cf.socialware.com Have you not built an emergency fund yet, or are you planning to wait to enroll in a retirement savings plan? Find out how to recover from these common mistakes.


5 Reasons for Optimism

Don’t let headlines about political or economic uncertainty reduce your confidence in the future.

voices.cf.socialware.com If you're feeling nervous, let's talk. Give me a call.


Steps to Stay On Track Toward Your Financial Goals

I use an established process to help build and implement your personalized financial strategies.

voices.cf.socialware.com How can you stay on track? Let's talk.


How to Save for the Future While Paying Off Debt

Check out our tips for how to track toward multiple goals.

voices.cf.socialware.com Doing both takes some planning.


Don’t know Edward Jones? Maybe it’s time you should.

Discover the thinking and beliefs that make Edward Jones one of the biggest financial services firms in the country.

voices.cf.socialware.com There's an advantage in working with a financial advisor who knows you – and your financial goals. That's what makes Edward Jones different from other investment firms.


Risk: How to Avoid Taking More Than You Need

You’ll want to determine what level of risk you’re comfortable accepting and then balance it with the required risk necessary to achieve your long-term goals.

voices.cf.socialware.com Your risk level covers three main areas: Risk tolerance, risk capacity and required risk.


How to Prepare for an Empty Nest

A few tips to ease your adjustment

voices.cf.socialware.com Getting ready for your kids to move out is an emotional and financial milestone.


Edward Jones Ranks Highest in Investor Satisfaction With Full Service Brokerage Firms, According to J.D. Power

"What a great honor it is to be recognized for what matters most, which is making a difference in the lives of our clients," Managing Partner Penny Pennington said.

voices.cf.socialware.com The J.D. Power 2019 U.S. Full Service Investor Satisfaction StudySM measures overall investor satisfaction with 18 full service investment firms based on 8 factors including financial advisor, account information and investment performance.


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.


Tax Diversification and Retirement Strategies

A closer look at one option that can allow you more flexibility during retirement.

voices.cf.socialware.com How does this strategy fit with your overall goals? Let's talk.


How Much Will College Cost?

Though costs can vary, use this chart as a thought starter to guide your planning.

voices.cf.socialware.com Give me a call, so we can work together to make your college savings goals a reality.


The Rules Are Changing: What You Need to Know for 2019

Take a quick look at some changes taking effect this year that could affect your income.

voices.cf.socialware.com As you begin working on your taxes for 2018, next year’s returns may be far from your mind. But keep in mind that what you do this year could impact your bottom line on next year’s tax form.


Edward Jones Ranks No. 7 on FORTUNE magazine's "100 Best Companies to Work for 2019" list

"This recognition represents our associates' longstanding commitment to creating an environment where each of us can do our best work in service of our clients," Managing Partner Penny Pennington said.

voices.cf.socialware.com This is our 20th appearance on the prestigious list.


How to School Your Children About Money

Here are three financial lessons that are helpful year-round.

voices.cf.socialware.com What do you want your kids to know about money?


What Are the Biggest Risks to My Retirement?

4 common risks and what you can do to prepare now

voices.cf.socialware.com Let's work together to get ready for the unexpected.


Edward Jones Named One of the World's Most Admired Companies

"We're proud of this ranking because recognition by our peers in business is really confirmation that we're doing what's right for our clients," said Managing Partner Penny Pennington.

voices.cf.socialware.com FORTUNE Magazine ranked the firm 4th in the category of Securities/Asset Management.


Investing Considerations for Business Owners

Let me help you develop a comprehensive financial strategy that encompasses the needs of your business, employees and your family.

voices.cf.socialware.com How to stay on track with your professional and personal financial goals.


Take a Holistic Approach to Your Retirement Goals | Edward Jones

A successful retirement strategy doesn't have to be complicated. The key is to determine how much you'll need and develop a plan to meet your goals. #Retirement #RRSP

voices.cf.socialware.com See our five factors to consider a holistic approach when planning your retirement.


What’s Behind Big Market Moves?

Are big daily market moves becoming the exception or the norm?

voices.cf.socialware.com Long-term investors know to be prepared for market volatility, but large daily swings can test any investor’s patience. What do these big daily moves mean?


The Impact of Stock Overconcentration

Simply put, diversification is key.

voices.cf.socialware.com Putting most of your financial resources into just one investment can be risky business.


2019 Financial Resolution: Pay Yourself First

One financial resolution for 2019? Pay yourself first, by setting aside a certain amount each month for the future.

voices.cf.socialware.com How to make smart financial decisions in 2019


The Value of an Edward Jones Financial Advisor

I get to know you – and your financial goals.

voices.cf.socialware.com A closer look at how exactly I can help, and what you need to get started.


Weekly Market Update

For a review of last week's market and guidance for the week ahead, take a look at this report.

voices.cf.socialware.com Check out our update.


Markets Under Pressure on Concerns over Federal Reserve Policy and Potential Government Shutdown

Stocks turned lower on Dec. 19-20, with the S&P 500 falling more than 1% and the Nasdaq flirting with a bear market.

voices.cf.socialware.com Get our take on the Fed’s most recent interest rate hike and the potential impact of a government shutdown.


Outlook 2019: Climbing a Rockier Road

Get our take on the economy and markets, and how to prepare for higher volatility ahead.

voices.cf.socialware.com As we contemplate 2019, the road looks rockier with increased market volatility. Have we passed the peak of this expansion, or is there room left to climb?


Outlook 2019: Climbing a Rockier Road

Get our take on the economy and markets, and how to prepare for higher volatility ahead.

voices.cf.socialware.com As we contemplate 2019, the road looks rockier with increased market volatility. Have we passed the peak of this expansion, or is there room left to climb?


3 Investing Myths – Separating Fiction from Reality

Here are 3 common myths you'll want to avoid right from the start.

voices.cf.socialware.com Let's talk about the strategies that are right for you.


Market Pulls Back on Fading Optimism Over Trade and Growth

Stocks turned lower on Dec. 4, giving back gains as the shine on a tariff truce faded. Here's why we think the bull market is not out of gas.

voices.cf.socialware.com Near-term jitters could make for a bumpy ride as we close out 2018, but looking ahead, we don't expect them to outweigh the still-positive fundamental backdrop.


If You're Retired, Your Reliance Rate Matters

Here's why.

voices.cf.socialware.com Let's work together to find the right balance between your sources of income.


Teaching Your Kids About Spending, Saving and Investing

Help your children or grandchildren develop good financial habits.

voices.cf.socialware.com Money management skills can benefit your children and grandchildren throughout their lives.


Creating Your Retirement Paycheck

Your portfolio needs to switch from getting you to retirement to getting you through retirement.

voices.cf.socialware.com You’ve spent years investing so you can retire on your terms. But when your regular paychecks stop, you’ll need a strategy to help provide for your income needs throughout retirement.


9 Steps to Take When A Loved One Passes Away

During this difficult time, these tips can help you navigate the financial stress you may face.

voices.cf.socialware.com Let me know if you'd like to talk through any of these steps.


If You're Retired, Your Reliance Rate Matters

Here's why.

voices.cf.socialware.com Let's work together to find the right balance between your sources of income.


Your 40s and Finance

This decade is a balancing act between taking care of today's needs and planning for the future.

voices.cf.socialware.com Where are you now, and where do you want to be?


Sustainable Investing: A Socially Conscious Approach

Our process for evaluating these types of investments, and considerations for you.

voices.cf.socialware.com How does sustainable investing fit into your overall portfolio? Let's talk.


A Checklist for New Grandparents

Going through this exciting change? Here are some financial considerations.

voices.cf.socialware.com There are several gifting options and estate considerations to review.


How Secure is Social Security?

You're not the only one wondering if it will still be a dependable source of income.

voices.cf.socialware.com Regardless of its status, you'll still share a major responsibility in "securing" a retirement that aligns with your goals.


With Retirement Finally In Sight, Are You Fully Prepared?

Time is of the essence! Let us help you make sure your finances can keep up with all your retirement goals.

voices.cf.socialware.com Take a look at these resources first, then let's talk.

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