Dan Dougherty, Financial Advisor

08/31/2026

Identity theft can disrupt more than just your accounts — it can take time and effort to resolve.

Being proactive and knowing early warning signs can help reduce exposure. This article outlines practical actions individuals can take to help protect themselves.

I encourage clients to view prevention as part of their overall financial well being.

Understanding the different types of identity theft is key to protecting yourself. Learn more about prevention and how Ameriprise helps protect your information.

08/28/2026

Many people assume a will handles the distribution of all assets, but certain accounts follow a different path. Beneficiary designations on insurance policies, retirement accounts, and investment accounts take precedence over instructions in a will.

Failing to update these designations after major life events can lead to unintended consequences for your heirs. A routine review of your named beneficiaries ensures your assets pass directly to your loved ones without the delays of probate court. It is a simple step that forms a vital part of a complete estate strategy.

08/24/2026

Proud to be part of a firm recognized among the best.

Ameriprise Financial was named one of TIME’s America’s Best Companies of 2026 — a recognition that reflects the dedication of our people, our commitment to clients and the values that guide how we do business every day.

I'm proud to build my practice with a firm that prioritizes integrity, supports advisors, and is dedicated to helping clients achieve their financial goals.

Learn more about what sets Ameriprise apart: https://bit.ly/3df9a5L

08/20/2026

Having too much cash sitting on the sidelines in a money market fund might seem like a safe move. But history shows that there’s an opportunity cost to playing it too safe. Simply put, cash has less growth potential and most likely won’t help you reach your long-term goals. Even with periodic market downturns, history shows that markets eventually rebound, recoup their losses, and ultimately move higher — outperforming cash by a wide margin.

08/18/2026

Gaining an objective perspective on your financial strategy can help you uncover overlooked opportunities or address potential concerns. A routine second opinion is a smart way to help ensure your plan is working toward your long-term objectives.

08/17/2026

Local organizations drive meaningful change in our neighborhoods every single day. Today we highlight the dedicated professionals and volunteers who invest their time and resources into strengthening our community without asking for anything in return.

08/14/2026

You might be tempted to make drastic moves during market downturns. But making investment decisions based on emotions can hurt your long-term growth potential. How? You may lock in losses and miss out on gains when the market recovers. While it’s hard to watch your portfolio fluctuate with the ups and downs of the market, sticking with your long-term strategy may pay off over time.

08/11/2026

As the 2026 U.S. midterm elections approach, Ameriprise Financial experts share their perspectives on how the results may influence the broader market, economy and investments.

08/07/2026

Purple heart day carries a profound meaning for those who have worn the uniform. As a former Marine, I have a deep respect for the individuals who bear the physical cost of defending our nation.

This decoration is not sought after, but it represents the highest level of sacrifice. It is awarded to service members who were wounded or killed in combat while serving our country. Today we honor their resilience, their courage, and the lasting sacrifices made by both the recipients and their families to preserve our freedom.

08/05/2026

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.