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
As the season changes from summer to fall, what will the market forecast bring? Experts recommend considering five key drivers.
AMERIPRISEADVISORS.COM
5 key drivers for stocks in the near term
The presidential election – and the policies of the two main party candidates – have implications for investors. Ameriprise Chief Market Strategist David Joy shares his general observations.
AMERIPRISEADVISORS.COM
Find a Financial Advisor who is right for you | Ameriprise Financial
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
Last week the S&P 500® index fell for the third straight week. Ameriprise Chief Market Strategist David Joy weighs in on investor’s response.
NEWSROOM.AMERIPRISE.COM
Mixed Economic Data and Comments from the Fed Send Stocks Lower | Ameriprise Newsroom
When determining how much to save for your future, it’s important to know what your spending will look like once you retire. What’s one expense you won’t miss when you enter retirement?
KIPLINGER.COM
10 Things You'll Spend Less on in Retirement | Kiplinger
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.
AMERIPRISEADVISORS.COM
2020 U.S. election impacts
Together, we can track your progress and update your strategies as circumstances change. Let's work to keep you moving toward your goals, in any market conditions.
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
Is maxing out your 401(k) enough? For high earners, only saving up to the annual IRS contribution limit may not be enough to meet spending needs in retirement.
FORBES.COM
Here’s What Maxing Out Your 401(k) Could Get You In Retirement
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
Life insurance solutions can do more than provide income to loved ones when you pass away. Let's discuss how you can use life insurance to help you achieve some unexpected financial goals.
AMERIPRISEADVISORS.COM
Insurance solutions later in life
Without a final outcome, the election implications for investors remain unclear. Ameriprise Chief Market Strategist David Joy shares his perspective for this uncertain period.
NEWSROOM.AMERIPRISE.COM
The Country and Investors Await Election Results | Ameriprise Newsroom
Annuities can be more useful than some investors realize. I am available to help consider how annuities could fit into your portfolio.
AMERIPRISEADVISORS.COM
5 annuity myths debunked
Does your portfolio align with your financial goals? Here’s what to look for in your employer’s savings plan.
AMERIPRISEADVISORS.COM
401k in-service withdrawals
Don’t worry about tomorrow! Plan for it. Let’s connect and review your long-term goals to avoid short-term worry.
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!
The new year can inspire a fresh look at your financial picture. Call or email to schedule time to talk.
AMERIPRISEADVISORS.COM
3 smart actions for the new year
When the stock market fluctuates, it’s natural to feel uncertain about your portfolio. I can provide personalized advice and portfolio recommendations to support your financial goals throughout all market cycles.
How will the latest stimulus package and pace of vaccine distribution impact the markets? Ameriprise Chief Market Strategist David Joy shares his insights.
NEWSROOM.AMERIPRISE.COM
2021 Economic Growth Depends on the Pace of Vaccine Distribution | Ameriprise Newsroom
Start a new tradition this year; pick your favorite local shop or non-profit and make a commitment to helping them thrive. #communitystrong
Happy New Year!! In 2021 I am most looking forward to being able to connect with friends & family again. I'm also hoping to re-book the trips and activities that were canceled- like taking Sheri to San Francisco!
What are you looking forward to in 2021?
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?
AMERIPRISE.COM
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Even the most successful professionals benefit from professional financial advice. Let’s talk.
Avoid these common Social Security mistakes that could shrink your benefits.
FORBES.COM
7 Common And Costly Social Security Mistakes
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.
NEWSROOM.AMERIPRISE.COM
U.S. Equities Bounce Higher on Rising Prospect of Stimulus | Ameriprise Newsroom
From Monopoly to Financial Football, these online and board games can help teach your kids basic money management. What games would you add to the list?
CNBC.COM
Want a fun way to teach your kids about money? Try these games
What’s your favorite part of the Big Game? The commercials, the food, or the halftime show?
Recent market activity reflects new dynamics. Chief Market Strategist David Joy sums up prices, Q4 earnings and a potential stimulus package.
NEWSROOM.AMERIPRISE.COM
The Market Moving Power of Social Media and Commission Free Trading | Ameriprise Newsroom
