Edward Jones - Financial Advisor: T. J. Dolan
We are leaders, innovators, developers, and best-in-class creators of energy-based aesthetic and medical treatment systems.
Get our take on the economy and markets, and how to prepare for higher volatility ahead.
Outlook 2019: Climbing a Rockier Road 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?
Retirement is a big decision – these questions can help bring your vision to life.
Questions to Help Determine If You're Emotionally Ready for Retirement Let's work together to prepare you for your path forward.
3 rules to help increase your chances of positive investment returns
Make the Most of Your Investing Time It's never too early – or too late – to get serious about investing.
You can still spread joy without damaging your bottom line! Take a look.
10 Holiday Gift Ideas That Won't Break the Bank What economical gifts do you like to give?
Here's why.
If You're Retired, Your Reliance Rate Matters Let's work together to find the right balance between your sources of income.
Investment Strategist Kate Warne discusses our latest outlook and offers some tips for managing market volatility.
3 Investing Strategies to Help You Weather Higher Volatility Markets returned to more normal volatility in October, with many big daily moves putting stocks in correction territory. Higher volatility doesn’t mean the end of the bull market; over time, positive fundamentals are what we think will matter.
How to measure quality
What Goes Into a Quality Investment? It's an important factor, but one that is often overlooked.
Your daily latte habit. Streaming service. Your cell phone bill. Just 3 things that might cost more than term life insurance.
The Real Cost of Life Insurance Learn why term life may be more affordable than you might think.
Help your children or grandchildren develop good financial habits.
Teaching Your Kids About Spending, Saving and Investing Money management skills can benefit your children and grandchildren throughout their lives.
Is it too late to invest? Are the gains behind us? We don’t think so.
Are You Hesitating to Invest? Thinking you might be missing out on some opportunities? Let's discuss.
Disappointing news from some major retailers has added to concerns about technology growth rates and trade disruptions. In our view, this pullback isn’t a sign of problems to come, however.
Pullback Erases Stock Market Gains for the Year Better wage growth and lower oil prices mean consumer spending should stay healthy, helping power solid economic growth.
6 smart financial moves to make before Dec. 31
2018 Year-End Financial Checklist Check out 6 smart financial moves to make before Dec. 31 and contact me to discuss setting your 2018 goals.
Check out our weekly market update for news on last week's market and guidance for the week ahead.
Weekly Market Update Take a look at our update.
What can investors expect through the end of the year and into 2019?
Market Outlook: 4th Quarter Investment Strategist Kate Warne looks at inflation, interest rates and the dollar, and offers some actions for investors to consider as the year comes to a close.
Stock market volatility escalated this week, mainly due to worries about rising interest rates, heightened China trade tensions and other international risks. We think the outlook remains positive, and the current dip doesn’t seem unusual.
October Stock Pullback Reflects Normal Volatility Investment Strategist Kate Warne offers some perspective on the current state of the markets.
Social Security - Take it early? Take it late? Or continue to work?
What Should I Consider Before Taking Social Security? This can be a complex decision – let me help! Set up an appointment today.
From not enrolling in a 401(k) to not building an emergency fund, check out these common mistakes and how to move past them.
Avoid These 11 Common Financial Mistakes What's the best money tip you've ever received?
Bitcoin is a new technology with a lot of buzz – but does that translate into a quality investment opportunity for long-term investors?
Bitcoin and Cryptocurrency – What You Need to Know Although Bitcoin and other cryptocurrencies are a promising new technology, there are numerous uncertainties for investors to consider.
Our process for evaluating these types of investments, and considerations for you.
Sustainable Investing: A Socially Conscious Approach How does sustainable investing fit into your overall portfolio? Let's talk.
The best way to help make sure your financial strategy is still on track? Review it on a regular basis.
Have You Had Your Annual Review Yet? Call me today to schedule your review.
This decade is a balancing act between taking care of today's needs and planning for the future.
Your 40s and Finance Where are you now, and where do you want to be?
Check out these current rates, updated daily.
A Look at CDs and Other Rates Have questions? Give me a call today.
For a review of last week's market and guidance for the week ahead, take a look at this report.
Weekly Market Update Check out our report.
Time is of the essence! Let us help you make sure your finances can keep up with all your retirement goals.
With Retirement Finally In Sight, Are You Fully Prepared? Take a look at these resources first, then let's talk.
Did you know that 20% of older adults have been victims of financial fraud? (Source: National Center on Elder Abuse)
Don't Let Scammers Steal a Lifetime of Savings You’ve worked a lifetime to provide for yourself and your family. Don’t let a scam artist steal it from you.
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