Edward Jones - Financial Advisor: Timothy Doherty, CFA

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

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

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.

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.

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.

Protect your financial future Here’s how.

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.

How can you use your tax refund? Let’s count the ways Receiving a tax refund? Consider these options on how to use the money received.

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.

Take control of your financial fitness (US|EN) Real-world advice to help you develop financial skills for all stages of your life www.edwardjones.com/us-en

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.

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

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:

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

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.

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.

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.

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

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:

Protect yourself against fraud Stay informed

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.

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

In light of a potential pivot by the Federal Reserve to lower interest rates in 2024, there may be additional solutions to help meet your income needs.

2024 outlook: Navigating the last mile of the cycle Edward Jones investment strategists share their thoughts on the stock market, financial markets and broader economic trends to follow in 2024.

A traditional IRA is a tax-deferred account designed specifically for retirement savings. An IRA helps you save money over time; however, its rules and regulations can change often.

Understanding IRA rules and regulations Saving for retirement

With interest rates on the rise, the value of cash has been hitting the headlines, but is there such a thing as having too much cash? We break down the pros and cons of investing in cash and how it can contribute to your overall investment strategy.

Guidance and Perspectives (US|EN) Get insights from Edward Jones professionals, and see what our strategists' perspectives mean for you.www.edwardjones.com/us-en

Feeling overwhelmed when it comes to deciding which type of retirement account is right for you? Sometimes you don't need to choose – we often see value in exploring an IRA even if you're already paying into a 401(k). Read these things to consider and let's talk about your options.

IRA vs. 401(k) Benefits to having both

At Edward Jones, we understand money's a thing but it's not everything. Retirement today is a whole new chapter in life that you define. I can help you figure it out.

Retirement is a new life chapter Let's write yours together

We understand that financial setbacks can be upsetting and leave you feeling unsettled. Try not to panic! There are methods for recovering and working toward your goals once more. Check out these three tips for getting back on track after one of these setbacks.

Preparing for financial setbacks 3 steps to follow

There's little doubt that life can be both exciting and overwhelming for young adults, especially if you're going through a big change like a marriage, a new mortgage or a baby. Consider these seven steps to build a strong financial foundation to help you reach your current and future goals.

7 tips for building a solid financial foundation How you manage your finances as a young adult can have a big impact on your future. Here are some tips to help get you started.

Paying down student loan debt can feel like a burden — but it doesn’t have to be. Here are some tips to help make your payments manageable, so the investment you made in education doesn’t throw you off track.

7 strategies to consider for repaying student loans Help keep your student loan payments manageable, and avoid delinquency or default.

Choosing someone to carry out your wishes when you are unable is an important decision. Before you appoint anyone, take these factors into consideration.

Are professional trust services right for you? Learn more about whether a corporate trustee is the right choice for your needs and goals.

Sometimes how you think you spend money and the way you're actually spending it don't match up. That's one reason we recommend having a clear (and realistic) strategy for managing your budget each month. Read these helpful budgeting tips, and let's chat about how I can help you make a financial strategy and stick to it.

Balancing the family budget Know where your money goes

The market won’t dodge every pothole in the next leg of its journey. But we think 2024 may ultimately prove to be a positive year for both stock and bond returns.

2024 outlook: Navigating the last mile of the cycle Edward Jones investment strategists share their thoughts on the stock market, financial markets and broader economic trends to follow in 2024.

Today, we celebrate the legacy of Dr. Martin Luther King, Jr., who inspires us each day to make his dream that much closer to reality.

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3 Ways To Strengthen Your 2024 Portfolio Learn how to strenthen your investment portfolio based on our view of 2024 interest rates, the economy and central bank monetary policy.

Sending you warm wishes for a joyous Kwanzaa.

However you celebrate, we hope your day is filled with Christmas cheer!

Happy first day of winter! Wishing you warmth, peace and many reasons to be joyful throughout the year.

Concerned about market volatility? Our Managing Partner Penny Pennington shares why it’s critical to take the emotion out of investing.

Edward Jones CEO on Managing Risk and Where to Find Opportunity Now Managing Partner Penny Pennington talks about how to invest in a volatile market.

Contributing to a traditional IRA can be a useful retirement savings tool, but if you’re closer to retirement, or you’re able to handle a higher bill come tax season, you may want to consider a Roth IRA conversion.

Should you consider a Roth IRA conversion? What you should consider when thinking about converting a traditional IRA to a Roth IRA.