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Patrick Doherty

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Patrick Doherty

Is the $27 Trillion National Debt a Problem? Why Some Economists Aren't Worried

Submitted by Reby Advisors | Certified Financial Planners | Danbury, CT on December 4th, 2020

By Patrick Doherty, CFP®, December 4, 2020

The growing national debt has concerned Americans for as long as I can remember. U.S. government debt first reached $1 trillion in 1981—and now exceeds $27 trillion.

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  • Economic News
  • Patrick Doherty
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How to Prepare for a Changing Bond Market

Submitted by Reby Advisors | Certified Financial Planners | Danbury, CT on October 9th, 2020

From the Desk of Patrick Doherty, CFP®, October 9, 2020

Tags:
  • Bonds
  • Investment Management
  • Patrick Doherty
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Should You Convert Your IRA to a Roth in 2020?

Submitted by Reby Advisors | Certified Financial Planners | Danbury, CT on July 23rd, 2020

By Patrick Doherty, CFP®, July 24, 2020

“In this world nothing can be said to be certain, except death and taxes.”

Tags:
  • Patrick Doherty
  • Roth IRA Accounts
  • tax planning
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What To Do After Getting Laid Off

Submitted by Reby Advisors | Certified Financial Planners | Danbury, CT on June 18th, 2020

By Patrick Doherty, CFP®, June 18, 2020

Tags:
  • Financial Planning
  • Patrick Doherty
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Will Civil Unrest Impact Financial Markets?

Submitted by Reby Advisors | Certified Financial Planners | Danbury, CT on June 12th, 2020

By Patrick Doherty, CFP®, June 12, 2020

Your money matters during times of peace... and times of civil unrest.

Tags:
  • Economic News
  • Patrick Doherty
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Coronavirus FAQ: The Markets, The Economy and Financial Planning

Submitted by Reby Advisors | Certified Financial Planners | Danbury, CT on May 1st, 2020

By Patrick Doherty, CFP®​, Devone Mcleod, CFP®, Doug Kuring, CFP®, May 1, 2020

Tags:
  • Coronavirus
  • Devone McLeod
  • Doug Kuring
  • Patrick Doherty
  • Retirement Income
  • Retirement Planning
  • tax planning
  • Read more

Amidst Uncertainty and Volatility, an Opportunity in Tax Loss Harvesting

Submitted by Reby Advisors | Certified Financial Planners | Danbury, CT on March 20th, 2020

By Patrick Doherty, CFP®, March 20, 2020

Tags:
  • Economic News
  • Patrick Doherty
  • tax planning
  • Read more

An Update on the Coronavirus and Its Impact on Markets

Submitted by Reby Advisors | Certified Financial Planners | Danbury, CT on February 28th, 2020

By Patrick Doherty, CFP®, February 28, 2020

Tags:
  • Economic News
  • Patrick Doherty
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6 Things You Need to Know About the New SECURE Act

Submitted by Reby Advisors | Certified Financial Planners | Danbury, CT on December 20th, 2019

By Patrick Doherty, CFP®, December 20, 2019

Tags:
  • Patrick Doherty
  • Retirement Income
  • Retirement Planning
  • SECURE Act
  • Read more

7 Ways for Parents, Grandparents and Seniors to Leave a Profound Legacy

Submitted by Reby Advisors | Certified Financial Planners | Danbury, CT on September 12th, 2019

By Patrick Doherty, CFP®, September 13, 2019

Leaving a profound legacy: it’s a timeless goal that gets even more important to us when we become parents, grandparents and advance in age.

Tags:
  • Estate Planning
  • Patrick Doherty
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