Edward Jones - Financial Advisor: Timothy Doherty, CFA

04/29/2024

Even when markets decline, your investment strategy should remain tied to your long-term goals.

Understanding your performance in the context of your long-term goals can help you stay on track.

04/24/2024

Investing in the stock market requires a long-term perspective. If you focus on the short term, it’s easy to let emotions influence your investment decisions, as the market seems to go up and down every year. Let’s talk about putting headlines in perspective and keeping a long-term perspective.

04/22/2024

I am seeking a Branch Office Administrator to support my business and help our clients achieve their long-term financial goals.

If you want to make an impact in people's lives, please contact me to learn more.

04/19/2024

Unexpected life events – like serious injury, long-term illness or death of a partner – are affecting women even more as their impact on household income increases. Planning ahead can help protect both you and your family. Call me to discuss a long-term strategy to weather these storms.

Here’s how.

04/16/2024

Did you receive a tax refund this year? If so, you may want to consider using your refund to help you achieve your financial goals. Here's how.

Receiving a tax refund? Consider these options on how to use the money received.

04/13/2024

Have you thought about how to sharpen your financial knowledge and apply that to your own investment or retirement strategy? April is Financial Literacy Month, a great time for taking more active control over your financial fitness.

Real-world advice to help you develop financial skills for all stages of your life www.edwardjones.com/us-en

04/11/2024

You live together, why not save together? During America Saves Week start your family conversation about money and decide on strategies that can help you all work towards that next goal.

Learn about topics, strategies, and best practices for having family conversations about money. From Edward Jones and EVERFI

03/29/2024

For 2024, April 15 is the big tax filing deadline. But other deadlines, such as when certain tax forms need to be furnished, are worth noting as well. Use this tax calendar to help you be aware of some of the approaching deadlines:

View important deadline dates for traders, furnishing tax forms and filing tax returns.

03/25/2024

Could the beginning of a new bull market be the catalyst investors need to re-enter the market? Here are 10 things you should know about bull markets.

Like sunshine after rain, up markets have always followed down markets. Here’s what you need to know about rising, or bull, markets.

03/20/2024

Does winter weather have you dreaming about summer vacation? Get started planning for your future fun in the sun with a solid budget and saving strategy.

Learn strategies, tips, and tools to stick to your budget and achieve your financial goals. From Edward Jones and EVERFI

03/15/2024

Dating apps are a great way to meet new people and potential love interests—but scammers are increasingly using these apps and social media to target their victims. Be leery of individuals you meet online who have made a lot of money by trading cryptocurrency and can show you how to do the same. This tactic is becoming more and more prevalent wth the rise of cryptocurrency. For more red flags and how to protect yourself, check out this article:

Stay informed

03/11/2024

Women may have unique needs when it comes to retirement planning, especially if they dropped out of the workforce to care for children or aging parents. They may need to work more years, save more while working, coordinate with a spouse's savings or plan to spend less in retirement. Think about these five important questions as you plan ahead – and then call me to discuss.

It's important to think about when you want to retire and how you want to spend your time.