Continuing a trend. In this episode, I interview Daniel Dougherty - financial planner with Ameriprise Financial - about what people should be thinking about now regarding their investments. Not only is Daniel an interesting person to talk to, he is also a former Marine. Semper Fi! Please enjoy.
Here is Daniel's contact information. You can call him at 207-883-4434 or email him at Daniel.Dougherty@ampf.com if you have questions or if you'd like to set up a free portfolio risk analysis session. Here is a link to his contact page if you want to learn more about him or his company: https://www.ameripriseadvisors.com/daniel.dougherty/contact.
If you or someone you know has a tax problem, call our office at 207-502-7181 or email us at jwade@jdwadelaw.com. We will be glad to help you. Otherwise, please enjoy our content and let us know if there are topics you'd like us to discuss.