Staying focused amidst uncertainty can help you reach your future financial goals.
It’s open enrollment season for many employers. Here are some things to keep in mind as you evaluate your options for 2021.
CNBC.COM
Open enrollment is coming up — here’s what to watch out for
Coffee is produced locally, consumed daily and today, it’s celebrated globally. Go ahead, have another cup!
Curious about how elections influence market behavior? The U.S. Election Guide from #AmeripriseResearch explores historical market responses during election cycles, uncertainty and market volatility, and the role that the makeup of Congress plays.
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Even in the most challenging of times, we can work together to help you navigate uncertainty.
Low interest rates may be here to stay, but not for all financial products. Read what the Fed changed and how it may impact you.
MARKETWATCH.COM
The Fed has a new approach to inflation: What it means for your savings, credit-card debt — and your mortgage rate
When there’s uncertainty in the market, I can help you make the next right move.
Working toward your long-term financial goals starts with making the next right move.
Separating rhetoric from potential policy can be challenging for investors. #AmeripriseResearch has published a straightforward summary to help clarify the investment landscape and possible election impacts across policies, broad asset classes and sectors.
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When there’s uncertainty in the market, I can help you make the next right move.
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The next right move | Ameriprise Financial
Learn more about economic, tax and stock themes leading up to the election and the potential implications for investors.
Whether you’re saving for a new home for a growing family or just for retirement, you may need to change up your savings strategy in the era of low rates.
MARKETWATCH.COM
The Fed plans to keep interest rates low for years — here’s how you should approach your savings strategy now
Put stock market conditions into perspective within a portfolio. In a new Ameriprise videocast, experts share insights on drivers of the economy and capital markets, including COVID-19 developments, corporate profit trends, monetary policy actions and federal policy proposals. Watch on my homepage.
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Ameriprise Advisor
Tax-loss harvesting may help lower your tax bill, but is it the right strategy for you and your goals? We can consult with your tax professional and evaluate your situation.
AMERIPRISEADVISORS.COM
A smart tax strategy for stocks
What’s the stock market outlook for the rest of Q4, and how can you navigate? Global Market Strategist Anthony Saglimbene sums up near-term conditions and three considerations, including asset allocations, regional weighting and favorable sectors.
Prospects for a new round of fiscal stimulus have been a key catalyst for increases in the 10- and 30-year Treasury yields since the lows of August. Treasury rallies during equity market sell-offs have contributed to the saw tooth fluctuations. #AmeripriseResearch
In a new Ameriprise videocast, experts share insights on drivers of the economy and capital markets, including COVID-19 developments, corporate profit trends, monetary policy actions and federal policy proposal.
AMERIPRISE.COM
Videocast: Election impacts for investors
A tax-efficient strategy for retirement income may help your retirement savings last longer.
AMERIPRISEADVISORS.COM
Tax-smart retirement withdrawals in any market cycle
Amid rising bond defaults, it can be challenging to find yield for your income goals. Head of Fixed Income Brian Erickson shares potential solutions to discuss, including asset quality, investment segments and weighting.
What’s shaping the path of U.S. economic growth, including the presidential election? Ameriprise Chief Economist Russell Price shares his observations.
AMERIPRISEADVISORS.COM
Where is the economy headed?
The outcome of the 2020 U.S. election could have long-term effects on taxes, markets and the economy. Ameriprise experts share some possible implications for investors.
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2020 U.S. election impacts
How might Trump and Biden policy proposals impact federal revenue and debt? Ameriprise Chief Market Strategist David Joy shares his thoughts on potential market effects.
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Tax and deficit implications of the election
Interested to learn how an employee financial wellness program would round out your existing benefits package? I can show you how. #nationalfinancialplanningmonth
Together, we can track your progress and update your strategies as your circumstances change. Let's work to keep you moving toward your goals, in any market conditions.
Understanding tax planning options can be overwhelming—make sure you have guidance. Let’s talk about the new Secure Act legislation and how it may impact your investment portfolios.
With just two months left in 2020, the IRS has released the new tax brackets for 2021. Adjusted for inflation, next year's tax rates will jump about 1%.
CNBC.COM
Here are the new income tax brackets for 2021
After voting for president, there are crucial decisions at the bottom of your ballot that could have big impacts for your finances and community.
TIME.COM
Your Money Is on the Ballot, Too. Here's What to Look for After Casting Your Vote for President
Did you know the 2020 Secure Act may have tax implications based on your investments? Let’s connect to make sure your portfolio is structured best for you
and your family.
Are you saving your cash for college in the most efficient way possible?
REALSIMPLE.COM
4 in 10 Parents Saving for College Are Making This Really Expensive Mistake
Investors are still watching and waiting for any movement on a new stimulus package, according to Ameriprise Chief Market Strategist David Joy.
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Markets React to Rising Virus Cases and Stimulus Uncertainty | Ameriprise Newsroom
Annuities can be more useful than some investors realize. We are available to help consider how annuities could fit into your portfolio.
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5 annuity myths debunked
Why worry about tomorrow when you can plan for it? Personal financial advice can help.
Help support people facing hunger in our communities. Ameriprise is matching up to $250,000 in donations to Feeding America now through Thanksgiving. With the Ameriprise match, one dollar donated will provide up to 20 meals for families in need. Let’s make a difference this Thanksgiving season.
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Join me in ending hunger
The timing of election results and the impacts to the markets remains unclear, according to Ameriprise Chief Market Strategist David Joy.
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Election Week is Here: How Markets Might React | Ameriprise Newsroom
Do you want to make an impact with your legacy? Let’s talk about strategies to help make it happen.
Wishing you a safe, fun and spooky Halloween!
This holiday season – like much of this year – is more complex, even financially. How will your holiday shopping be different this year?
REALSIMPLE.COM
5 Ways to Get Your Pandemic Holiday Spending Under Control
Helping you keep an eye on the future is what we do best.
Bonds can play an important role for investors who are focused on income rather than growth. But bond values are sensitive to changing interest rates. Let’s talk about ways to protect your retirement income—no matter how rates move.
Reduce your expenses, focus on your total portfolio, and other tips for boosting retirement income in the era of low interest rates.
KIPLINGER.COM
Boost Your Retirement Income in 3 Steps | Kiplinger
As capital markets react to the election and pandemic, I believe it’s important for investors to remain pragmatic. Ameriprise experts share insights on economic drivers, the stock market, policy implications and year-end tax considerations. Watch on my homepage.
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2020 U.S. election impacts
It’s natural for short-term changes in the markets or the economy to make you question your long-term financial strategy. Let’s talk about ways to add confidence to
your retirement planning.
Passing down your financial wisdom can be an enduring gift. What’s one tip you’d share with future generations?
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Best Ways For Grandparents To Teach Grandkids About Money
Emerging markets may offer opportunities in a diversified portfolio. Let’s discuss solutions based on your financial goals.
AMERIPRISEADVISORS.COM
2 key considerations for emerging market investments
Large and small-cap stocks have now recovered pandemic losses, but short-term trends may continue to influence market dynamics. Investors should remain cautiously optimistic and continue to lean heavily on high-quality investments through year-end. #AmeripriseResearch
Watch an Ameriprise expert summary of stock market and election implications for the current investment environment, including: COVID-19 trends and potential fiscal relief, U.S. and China trade, the outlook for stocks in 2021 and investment focus areas.
Could the pandemic affect the retail sector this holiday season? Here are potential impacts to your portfolio and trends to watch for.
AMERIPRISEADVISORS.COM
Find a Financial Advisor who is right for you | Ameriprise Financial
Investors are looking past the presidential election and toward a future with a safe and effective COVID-19 vaccine, according to Ameriprise Chief Market Strategist David Joy.
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Markets Overcome Two Significant Hurdles | Ameriprise Newsroom
Happy Thanksgiving! While 2020 has been a challenging year, it’s also shown us how much we still have to be grateful for. What are you thankful for?
A new U.S. president will have many existing concerns including the pandemic. Here are potential market impacts of these and other factors.
AMERIPRISEADVISORS.COM
What's next for investors?
Markets are being buffeted by opposing forces, which are likely to be resolved in the relative near-term, according to Ameriprise Chief Market Strategist David Joy.
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Markets Facing Three Significant Headwinds | Ameriprise Newsroom
Emerging markets may offer opportunities in a diversified portfolio. Let’s discuss solutions based on your financial goals.
AMERIPRISEADVISORS.COM
2 key considerations for emerging market investments
For LGBTQ couples, financial obstacles are sometimes unique. Let’s make sure you have a strategy that supports your goals.
CNBC.COM
For the LGBTQ community, family brings extra benefits and costs
A new U.S. president will have many existing concerns including the pandemic. Here are potential market impacts of these and other factors.
AMERIPRISEADVISORS.COM
What's next for investors?
What are your thoughts? Is renting really a waste of money?
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Is Renting Really A Waste Of Money?
Family money talks can be tough but rewarding. Ask me how I can help facilitate financial discussions with your family.
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Discussing family finance
The Dow Jones Industrial Average closed above 30,000 for the first-time last week. Ameriprise Chief Market Strategist David Joy weighs in on investor’s
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Investors Look to the Future with Optimism | Ameriprise Newsroom
Giving back can be rewarding. We can help you create a charitable giving plan that reflects your values and takes tax considerations into account.
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What's your giving path?
Donating to a favorite charity this holiday season? Even if you take the standard deduction on your taxes, for just this year you can deduct up to an additional $300 in donations.
CNBC.COM
The CARES Act added a new $300 charitable contribution deduction for 2020. Here's what you should know
Celebrate Small Business Saturday by sharing some of your favorite local small businesses
Despite a poor November jobs report, markets ended on a high note last week with anticipation of an upcoming stimulus package.
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When Bad News Becomes Good News | Ameriprise Newsroom
Shopping local can really make an impact this holiday season. Ask us how we can work together to help keep our local business thriving.
Financial stress can disrupt employee productivity. If you own or manage a local business, contact us to learn how you can help curb the effects of financial stress on your employees by offering a #financialwellness program.
Retirement planning is even more important during the last five years before you retire. If you’re approaching that five-year countdown, let’s talk.
AMERIPRISEADVISORS.COM
Strategic moves 5, 2 and 1 year from retirement
Local non-profits are doing their part to help our neighbors this holiday season. Let’s show them what we can do when we work together. Ask us how. #strongertogether
Increases in online shopping usually lead to increases in online fraud attempts. Learn how to protect yourself from scammers this holiday season.
TIME.COM
Holiday Shopping Means Fraud Is on the Rise. Here’s How to Stay Protected
Ambitious risk-taker, cautious preparer, optimistic dreamer, purposeful planner, uncertain struggler. What type of retirement saver are you?
BARRONS.COM
There Are 5 Types of Retirement Savers, New Research Says. Which One Are You?
Divorce after age 50 – sometimes called gray divorce – may present a unique set of challenges. A well-informed plan can ease your transition to and help protect your financial future.
KIPLINGER.COM
Gray Divorce: Amicable Terms for Your Finances | Kiplinger
View an Ameriprise expert summary of recent record U.S. stock performance, near-term market conditions and three major portfolio themes to consider heading into 2021.
View an Ameriprise expert summary of recent record U.S. stock performance, near-term market conditions and three major portfolio themes to consider heading into 2021.
It can be a tough balance to strike – providing for your children while also assisting in their journey to financial independence. Here are some tips on helping them navigate their road to self-sufficiency.
KIPLINGER.COM
How to Not Financially Paralyze Your Children | Kiplinger
Running out of money in retirement is a scary prospect – but can be avoided. Here are a few things you can do to help your savings last as long as possible.
USATODAY.COM
More than 40% of Social Security beneficiaries worry they'll outlive their savings. How to avoid that fate
Give a gift that can make a difference long into the life of a child – a head start on growing their finances.
MONEY.USNEWS.COM
8 Great Financial Gifts for Kids
Investors have been reminded of a few critical takeaways in 2020, including the value of diversification, the risk reduction value of bonds, and given enough time, stock prices tend to rise. What investment lessons did you learn this year? #AmeripriseResearch
While the makeup of Congress remains uncertain, we believe it’s important to maintain pragmatism in this fluid environment. We remain committed to helping you navigate the near-term conditions.
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Policy implications: economy, markets and taxation
What could policy changes and the pandemic mean for your portfolio in the near term? Ameriprise market and economy experts summarize the current landscape.
AMERIPRISEADVISORS.COM
What's next for the U.S. economy and stock market?
Negotiations over additional economic stimulus and government funding in the U.S. continue without resolution. Ameriprise Chief Market Strategist David Joy weighs in on investor’s response.
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Investors Await News on Three Negotiations | Ameriprise Newsroom
What are your favorite holiday traditions? Are you able to do them safely this year?
Wishing you and yours a joyous Kwanzaa!
Wishing you a very Merry Christmas!
Best wishes for a peaceful holiday season.
Which 2020 learnings should you consider for your 2021 portfolio? A summary of the markets at year-end from Ameriprise Chief Market Strategist Anthony Saglimbene can help.
AMERIPRISEADVISORS.COM
Reflections on the 2020 stock market
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.
Based on stabilizing market and economic conditions and favorable monetary and fiscal policies, combined with broadly available vaccines, #AmeripriseResearch believes the opportunity for outsized growth next year is real.
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Happy New Year! So long, 2020.
Vaccine availability and acceptance may influence outcomes, but economic and market conditions should benefit from increasing business and consumer confidence throughout 2021. #AmeripriseResearch
Are you protecting yourself online? Learn three of the most common types of cybercrime, and how you can stay safe.
AMERIPRISEADVISORS.COM
Identity theft: What you need to know
What type of retirement spender are you?
BARRONS.COM
There Are 4 Types of Spenders in Retirement, and ‘the 4% Rule’ Doesn’t Factor In Habit Changes
While money is an important piece, setting your goals and finding your purpose are key steps toward feeling confident and happy in retirement.
KIPLINGER.COM
Money Can’t Buy Happiness: 4 Secrets to a Happy Retirement | Kiplinger
A lot has happened in the past year. Let’s talk about any factors that may have affected your retirement plans, discuss updates and ensure sure you’re on track.
AMERIPRISEADVISORS.COM
5 factors that impact your retirement income
A new year brings new opportunities. While you check progress toward your current goals consider setting new ones, too.
Being organized can save you time and money. What are you doing to get better organized this month?
One of the best ways to teach kids about money is to involve them in financial discussions and decisions. How often do you talk to your kids about money?
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When the stock market fluctuates, it’s natural to feel uncertain about your portfolio. We can provide personalized advice and portfolio recommendations to support your financial goals throughout all market cycles.
National #financialwellness month is a good time to focus on the financial health of your employees and help them accomplish their goals. I'm here to help.
What are your 2021 financial resolutions?
MONEY.USNEWS.COM
10 Financial New Year's Resolutions for 2021
What are your expectations for the markets in 2021?
AMERIPRISEADVISORS.COM
Capital markets outlook
Stocks have continued to climb since the November elections – but will it last? Ameriprise Chief Market Strategist David Joy explains.
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What Could Knock This Rally Off Its Tracks? | Ameriprise Newsroom
Pay down debt or save? We can help you make choices that reflect your goals, financial situation and risk tolerance.
AMERIPRISEADVISORS.COM
4 considerations for savings and debt
A lot has happened in the past year. Let’s talk about any factors that may have affected your retirement plans, discuss updates and ensure sure you’re on track.
AMERIPRISEADVISORS.COM
Financial news and market insights - Adam Costarella | Ameriprise Financial
What are your wellness goals for the new year?
Did you know that if investors missed the 10 best days in the past 20 years their S&P 500 returns would have been cut in half? Let’s connect to discuss investing over the long term.
Are you protecting yourself online? Learn three of the most common types of cybercrime, and how you can stay safe.
AMERIPRISEADVISORS.COM
Financial news and market insights - Adam Costarella | Ameriprise Financial
Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr.
With the latest COVID-19 relief bill, Congress extended numerous tax breaks for individual taxpayers. I can consult with you and your tax professional to evaluate your situation.
CNBC.COM
The Covid relief bill will keep these tax breaks around even longer
Inflation is likely to ramp-up over the next few months due to weak year-over-year comparisons and a rebound in demand that has been limited by virus conditions. Inflation pressures should start to subside in the second half of the year. #AmeripriseResearch
As the hope of vaccines transitions to reality, investor behavior is also changing. Since Nov. 9, U.S. small-caps and international stock indexes, which both carry higher concentrations of non-Tech cyclical areas, have outperformed the S&P 500. #AmeripriseResearch
COVID-19 has forced us to adapt in all aspects of life, including our financial lives. Before you make any money moves, let’s connect and review your situation.
TIME.COM
5 Old Money Rules That Just Aren’t True Anymore
What’s next for the U.S. economy? Chief Economist Russell Price discusses a possible summer economic surge, inflation pressure and lower unemployment this year.
Markets have reached record highs amid the pandemic, economic dynamics and a leadership transition in Washington. Watch experts discuss the economy, stock valuations, fiscal stimulus and corporate profits.
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Research & Insights | Ameriprise Financial
I know your goals are important — whether they include buying a second home, retiring or traveling the world. That’s why I take the time to understand what’s truly important to you. What can I help you achieve so that you feel more confident and secure about your financial future?
A new president brings plans for additional stimulus and an increase in administered vaccines. Ameriprise Chief Market Strategist David Joy weighs in on investor response.
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New President; Same Market | Ameriprise Newsroom
All of us at Colibri Capital are proud to announce our Ameriprise colleague, Chief Economist Russell Price, has been named Bloomberg’s top-ranked forecaster in the U.S. retail broker/dealer industry for four out of the last five years. His recognition reflects the dedication of our entire firm in supporting clients to achieve their financial goals. Congratulations, Russell!
What’s the stock market outlook this year? Chief Market Strategist David Joy summarizes what to watch in equities, including corporate earnings potential, anticipated returns, regional weighting and global trade prospects.
U.S. equities were down yesterday. What are the key points to consider? Read this market commentary from #AmeripriseResearch.
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In addition to continued pandemic and vaccine developments, several factors will influence the trajectory of stock and bond prices in 2021. Ameriprise Chief Market Strategist David Joy sums up the environment and elements for investors to consider.
AMERIPRISEADVISORS.COM
Capital markets outlook
Get the personalized advice you need to envision and build a confident financial future.
Is there someone in your life who may benefit from additional financial guidance? We'd be happy to connect with them and offer a complimentary consultation. We look forward to the opportunity to help your friend or family members achieve their financial goals.
AMERIPRISEADVISORS.COM
Colibri Capital - Bellevue, WA | Ameriprise Financial
Is there a light at the end of the tunnel for the U.S. economy? Ameriprise Chief Economist Russell Price summarizes what could either stall or reinvigorate economic activity this year.
AMERIPRISEADVISORS.COM
The economic outlook for 2021
Here’s a list of important tax deadlines for 2021. Bookmark this page now to reference this tax season.
AMERIPRISE.COM
Important upcoming retirement account and tax filing dates
What’s your favorite part of the Big Game? The commercials, the food, or the halftime show?
My job as a financial advisor is about more than money – it’s about helping people like you reach their goals.
As we enter a new year and reflect on the last, we'd like to take a moment to say thank you for your continued support and loyalty. If you have friends or family members who have financial questions or could use a second set of eyes, please let them know about our practice. We look forward to connecting soon!
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Colibri Capital - Bellevue, WA | Ameriprise Financial
Are you considering moving abroad during retirement? From Tel Aviv to Taipei, here are some of the most LGBTQ-friendly retirement destinations around the globe.
MONEY.USNEWS.COM
The Most LGBTQ-Friendly Places to Retire Overseas
Clients: We're so grateful for the opportunity to work together. We'd be honored to help your friends or family members achieve their financial goals. If there’s someone in your life who could benefit from my services, feel free to send them our contact information. Thank you!
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Colibri Capital - Bellevue, WA | Ameriprise Financial
Investment and market drivers are generally in tension, often creating a simultaneous bull and bear case for stocks. What factors do you think will influence market behavior the most in 2021? #AmeripriseResearch
One in five people have provided financial assistance to a friend or family member whose finances have suffered due to the COVID-19 pandemic. Before committing to help, read these four tips from Ameriprise VP of Financial Advice Strategy, Marcy Keckler.
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How to determine whether you should give financial support to loved ones
It’s a great time to help your employees get their finances in shape and develop healthy financial habits. Let me help with a #financialwellness plan.
Do you like filing your income taxes early? You’ll have to wait a little longer this year. The IRS just announced it won't start accepting 2020 tax returns until February 12, 2021. That's 16 days later than last year, so plan accordingly.
KIPLINGER.COM
When Can You File Your Taxes This Year? | Kiplinger
Financial wellness programs are the #1 benefit employees want in 2021. We can help your employees better understand their financial situation to plan for the future. #financialwellness
U.S. stocks roared to a record high as COVID-19 infections slow and investor anxiety drops. Chief Market Strategist David Joy discusses key drivers.
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U.S. Equities Bounce Higher on Rising Prospect of Stimulus | Ameriprise Newsroom
February 9th is National Pizza Day! What's your favorite local pizza place? Pineapple on pizza, yay or nay? Anchovies, take 'em or leave 'em?
Global stock funds received record inflows last week. Chief Market Strategist David Joy discusses fiscal stimulus and elevated valuation risks.
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Investors Can’t Ignore the Market’s Excess | Ameriprise Newsroom
Learn how you could accelerate your savings and help fund your retirement dreams through this little-known IRA strategy
What were your thoughts on the GameStop short squeeze?
WEALTHMANAGEMENT.COM
‘Roaring Kitty’ Sued for Securities Fraud Over GameStop Rise
IRAs and Roth IRAs offer potential tax benefits today and when you retire. Want to know more? Let’s talk.
AMERIPRISEADVISORS.COM
Diversified tax benefits today and tomorrow
Kindness and helping others are more important than ever. How do you plan to observe #randomactsofkindness day?
What’s asset allocation and how does it work? Learn the basics and how it can impact your portfolio in this video from Ameriprise.
The possibility of needing long-term care is a real financial issue, not just for you but for your family too. Let’s talk about your plan.
A tale of rallying the little investor, selling borrowed stock and the impact it had on the market. What is selling short, what happened in January, and what does it mean going forward? #AmeripriseResearch
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During #AmericaSavesWeek, take a minute to reflect on all you’ve saved for. What’s your next financial savings goal?
IRAs and Roth IRAs offer potential tax benefits today and when you retire. Want to know more? Let’s talk.
AMERIPRISEADVISORS.COM
Diversified tax benefits today and tomorrow
When it comes to retirement, many people have preconceived notions. Let me help you navigate retirement planning with objective information and personalized advice.
AMERIPRISEADVISORS.COM
Dispelling 5 common retirement myths
Does working from home because of the pandemic mean you can get a tax deduction? It depends on your employment status.
KIPLINGER.COM
Working from Home: Can You Claim the Home Office Deduction on Your 2020 Tax Return? | Kiplinger
Many employers will match a certain amount of what you save in a retirement plan. If you don’t maximize the match, you're leaving money on the table. #AmericaSavesWeek
Reserve one day a week for free family fun. Cook at home and plan free activities like a game or movie night. #AmericaSavesWeek
Did you know that the SECURE Act made changes that may impact your legacy plans? Let’s review your accounts to make sure your beneficiary designations reflect your wishes.
An emergency fund can cover expenses you don’t plan for. Let’s work together and determine how much money you should set aside. #AmericaSavesWeek
When it comes to retirement, many people have preconceived notions. Let me help you navigate retirement planning with objective information and personalized advice.
AMERIPRISEADVISORS.COM
Dispelling 5 common retirement myths
To start increasing your savings, review what you’re currently spending and consider options for cutting back. #AmericaSavesWeek
Market movements from deep lows to record highs the past year re-affirm the importance of maintaining a balanced portfolio.
AMERIPRISEADVISORS.COM
Preparing your investment portfolio for the unexpected
One of a kind financial advice for your one of a kind financial goals.
From Roth conversions to cashing in older savings bonds, here are five tax-saving strategies to consider before you turn 72.
AMERIPRISEADVISORS.COM
Early retirement tax strategies
Sustainable funds accounted for about a fourth of the money that flowed into all U.S. stock and bond mutual funds last year, according to Morningstar. If you’re interested in adding environmental, social, or governance investments to your portfolio, let’s discuss.
CNBC.COM
Money invested in ESG funds more than doubles in a year
Are you considering tax-efficient opportunities to grow and protect your retirement assets?
Don’t let taxes diminish retirement savings more than necessary. There are benefits to diversifying tax treatments now, across accounts.
AMERIPRISEADVISORS.COM
A tax strategy to help your assets last longer
Vacation time has monetary value. Learn what your PTO is worth and how to make the most of your benefits.
REALSIMPLE.COM
How Much Is Your Paid Time Off Really Worth? Here’s How to Find Out
With COVID-19 vaccination rates rising, new infections and hospitalizations are on the decline. Further improvement in virus conditions should accelerate consumer activity in the months ahead. #AmeripriseResearch
The new stimulus package is intended to help alleviate the financial impacts of the pandemic. If you have questions, we are here to help.
AMERIPRISEADVISORS.COM
Pandemic relief recap
Financial advice is not one-size-fits-all – especially across different ages and stages of life. In this article, Marcy Keckler, Ameriprise Vice President of Financial Advice Strategy, and other experts share recommendations for each generation.
GOBANKINGRATES.COM
The Top Money Moves To Make for Each Generation
The 10-year Treasury yield topped 1.5% last month – its highest level in more than a year. What do rising rates mean for your investments and other aspects of your financial life?
USATODAY.COM
How will a surge in bond yields affect your mortgage, car loans and 401(k)?
Investment fraud is “the crime of the 21st century.” Learn about five common types of fraud and how to protect yourself and your family.
AMERIPRISEADVISORS.COM
Financial news and market insights - Adam Costarella | Ameriprise Financial
For the second consecutive year, Ameriprise was recognized by J.D. Power for providing “An Outstanding Customer Service Experience” to advisors via phone support. I'm proud to represent an organization that provides an excellent experience to advisors – allowing me to do the same for clients like you. https://bit.ly/3rgdCsp
BLOOMBERG.COM
IRS to Delay Tax Deadline to Mid-May After Chaotic Year
Stock market declines are a natural—and often unnerving—part of investing, but there are ways you can stay invested with some protections. Let’s talk about ways to add confidence to your retirement planning.
Yield on the U.S. 10-year Treasury note reached its highest level since January 2020. Chief Market Strategist David Joy explains what stocks expect.
NEWSROOM.AMERIPRISE.COM
Stocks Take the Rise in Bond Yields in Stride | Ameriprise Newsroom
From health care to hobbies, spending habits can change in retirement. Together, we can review your portfolio and determine how much you need to save for a fulfilling retirement.
KIPLINGER.COM
10 Things You'll Spend More on in Retirement | Kiplinger
Interest rates are expected to stay at historic lows, making bonds less attractive. But stocks can be more volatile. Let’s talk about ways to stay invested while adding some protections from stock market drops.
Social Security solvency is an ongoing question. Chief Economist Russell Price discusses the program’s financial status and pandemic impacts.
AMERIPRISEADVISORS.COM
Will the pandemic affect Social Security reserves?
Despite gains over recent months, stock prices have faced increased headwinds. Ameriprise Global Market Strategist Anthony Saglimbene provides five key considerations to keep top of mind as you evaluate your investments near term.
The 10-year U.S. Treasury yield is back to one-year highs. A continued bump up in rates, especially if the pace remains aggressive, could keep stock volatility higher than average and put short term pressure on Growth/Tech stocks. #AmeripriseResearch
Spring has sprung! What are you hoping to accomplish this season?
Under the American Rescue Plan Act, Americans with children under 18 may start receiving a portion of the $3,000 child tax credit as early as this summer. Reach out if you have questions about your family’s situation.
CNBC.COM
Here's who qualifies for the new $3,000 child tax credit
Pandemic legislation, such as the CARES Act and Families First Coronavirus Response Act, include potential tax breaks for people who are self-employed. Let’s have a conversation with your tax professional about what you can do before you file.
MARKETWATCH.COM
If you’re self-employed, don’t file your taxes without taking advantage of these two new tax breaks
