The Dooley Group of Steward Partners

The Dooley Group of Steward Partners We are passionate about helping our clients achieve their hopes and dreams. SPIS and SPIA are affiliates of Steward Partners Global Advisory, LLC.

Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering

bespoke service with an unwavering commitment to excellence. Securities services are offered through Steward Partners Investment Solutions, LLC (SPIS), registered broker/dealer, Member FINRA/SIPC. Investment Advisory Services Offered through Steward Partners Investment Advisory (SPIA), registered investment advisory. For important disclosure information, please see "Disclosures" page on our website https://www.stewardpartnersis.com/Disclosures.10.htm.

Understanding the shifting housing market is crucial for making informed financial decisions. Check out this insightful ...
03/30/2026

Understanding the shifting housing market is crucial for making informed financial decisions. Check out this insightful take on emerging markets and mortgage trends to spark discussion! šŸ”šŸ“ˆ

America's hottest housing markets shift to affordable communities in the Midwest and South, with Missouri leading at a 20% price growth while coastal cities cool.

In volatile markets, timely communication is key. These insights on utilizing AI for market commentary can enhance clien...
03/26/2026

In volatile markets, timely communication is key. These insights on utilizing AI for market commentary can enhance client engagement while maintaining clarity and compliance. Letā€™s discuss how this can elevate your practice!

Learn how financial advisors can use a structured AI prompt to quickly translate market moves into client-ready, compliance-conscious commentary.

Understanding the intricacies of estate planning can save high-net-worth families millions over generations. Explore how...
03/24/2026

Understanding the intricacies of estate planning can save high-net-worth families millions over generations. Explore how trust jurisdictions like South Dakota and Nevada can enhance your wealth preservation strategies. Letā€™s elevate the conversation!

The right jurisdiction can mean the difference between adequate planning and exceptional wealth preservation.

As you approach age 59, understanding your retirement savings strategy is crucial. With insights on catch-up contributio...
03/20/2026

As you approach age 59, understanding your retirement savings strategy is crucial. With insights on catch-up contributions and sustainable withdrawal rates, these articles can guide your planning. Read to ensure you're on the right track!

Age 59 is a financial milestone as it marks the transition between retirement saving and strategizing distributions.

For many baby boomers, navigating retirement is daunting. This article breaks down common financial concerns and expert ...
03/18/2026

For many baby boomers, navigating retirement is daunting. This article breaks down common financial concerns and expert strategies to ease anxiety. Explore these insights to empower your financial decisions and spark new conversations about your future.

Baby boomers have many concerns about retirement and getting old. In this article, financial advisors provide responses to this generation's biggest financial worries.

Tax season brings new opportunities! Exciting news: average IRS refunds are up nearly 11%! Dive into strategies for maxi...
03/16/2026

Tax season brings new opportunities! Exciting news: average IRS refunds are up nearly 11%! Dive into strategies for maximizing your refund and ensuring financial stability. Let's discuss! šŸ’°šŸ“Š

IRS data show average tax refunds rose 14.2% this year, offering many a financial boost. How to get your refund faster and tips for using it wisely.

Market volatility can be misleading! Instead of chasing yield, focus on a total return approach. Start with your goals a...
03/12/2026

Market volatility can be misleading! Instead of chasing yield, focus on a total return approach. Start with your goals and risk tolerance to build a resilient portfolio. Letā€™s discuss!

The market volatility may be leading retail investors astray.

As you navigate your peak earning years, prioritizing retirement savings is essential. Even in the midst of competing fi...
03/10/2026

As you navigate your peak earning years, prioritizing retirement savings is essential. Even in the midst of competing financial demands, strategic moves today can enhance your future. Let's explore how to maximize your savings before retirement!

Americans in their mid-40s to early 50s are in a key phase for retirement planning. Learn what steps can still make a meaningful difference in long-term financial security.

Retirement debt is more common than you might think, with nearly 6 in 10 retirees affected. Explore how to manage and ta...
03/06/2026

Retirement debt is more common than you might think, with nearly 6 in 10 retirees affected. Explore how to manage and tackle this financial challenge. Read more to empower your future!

Nearly 6 in 10 retirees carry debt, according to the Federal Reserve. See what types are the most common in this age groupā€”with practical ways to pay it down on a fixed income.

Life insurance isn't just for familiesā€”it's a vital part of business planning! It offers tax-free benefits that can ensu...
03/04/2026

Life insurance isn't just for familiesā€”it's a vital part of business planning! It offers tax-free benefits that can ensure stability and continuity during critical times. Explore how it can protect your business and support succession planning. Let's discuss the right strategy for your future!

Life insurance is a valuable tool to protect and grow a business.

Navigating taxes and retirement planning as a self-employed individual can be overwhelming. These insights shed light on...
03/03/2026

Navigating taxes and retirement planning as a self-employed individual can be overwhelming. These insights shed light on optimizing your financial future, from tax strategies to exit plans. Let's chat! šŸ’¬

If youā€™re self-employed, an advisor could help you save.

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807 Las Cimas Parkway STE 325
Austin, TX
78746

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Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

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