Good morning and Happy International Coffee Day!! Make sure you get yourself a nice cup of joe this morning and enjoy!
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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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
Happy Tuesday!! And Happy birthday to Cindy!! We hope your day is as special as you are! Thank you for all that you do for us!
Pumpkin spice-flavored treats. Fall activities. The leaves turning. What’s your favorite part of fall?
If you have someone in your life with college ambitions, let’s talk about saving strategies.
October is National Cyber Security Awareness Month. This month and every month, it’s important to be alert and aware of threats to your investments and personal information.
AMERIPRISE.COM
5 types of fraud to watch out for
HAPPY BOSS’S DAY TO THE BEST! This office would not run without you! Thanks for all you do, we cannot wait for many more years to come!
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
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.
Last week, U.S. stocks reached their highest gains in months. What will the start of third-quarter earnings season bring? Ameriprise Chief Market Strategist David Joy shares his insights.
NEWSROOM.AMERIPRISE.COM
Investors Focus on Third Quarter Earnings Season | Ameriprise Newsroom
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
National Retirement Security Week is a great time to begin planning for your retirement or to update your existing plans. What are you looking forward to in retirement?
What will the increasing infection rates and the upcoming election bring to the U.S. markets? Ameriprise Chief Market Strategist David Joy shares his perspective.
NEWSROOM.AMERIPRISE.COM
Stocks Delivered Another Week of Gains Despite Mixed Data and Virus Concerns | Ameriprise Newsroom
We are currently experiencing problems with our phones and are not able to receive or make out going phone calls. We apologize for the inconvenience and hope to get them working soon.
Investors are still watching and waiting for any movement on a new stimulus package, according to Ameriprise Chief Market Strategist David Joy.
NEWSROOM.AMERIPRISE.COM
Markets React to Rising Virus Cases and Stimulus Uncertainty | Ameriprise Newsroom
Help us in wishing Andrew Dunbar a happy anniversary! 6 years at Martin & Associates and we cannot wait to see what the future holds! Thanks for all you do!
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
The timing of election results and the impacts to the markets remains unclear, according to Ameriprise Chief Market Strategist David Joy.
NEWSROOM.AMERIPRISE.COM
Election Week is Here: How Markets Might React | Ameriprise Newsroom
Wishing you a safe, fun and spooky Halloween!
Don’t forget to set your clocks back this weekend. What will you do with your extra hour?
Happy World Kindness Day. A little reminder to always be kind, especially during times like these!
Wishing you a wonderful day and weekend!
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
Our office is currently working at limited staff for the rest of this week and all of next week. We apologize for the inconvenience and are hoping to be back to full capacity the week of the 23rd.
Communication within families goes a long way helping prevent financial concerns. For your will or estate, sharing your plan – even at a high level – with your family can prevent future conflict.
CNBC.COM
What to tell your adult kids when planning your estate
In a new Ameriprise videocast, experts share insights on economic drivers, the stock market, policy implications and year-end tax considerations.
AMERIPRISE.COM
Video: Insights for election and COVID-19 conditions
This Veteran’s Day, we express our gratitude to all the men and women who’ve served in the U.S. Armed Forces. Thank you for your service.
Passing down your financial wisdom can be an enduring gift. What’s one tip you’d share with future generations?
FORBES.COM
Best Ways For Grandparents To Teach Grandkids About Money
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.
NEWSROOM.AMERIPRISE.COM
Markets Overcome Two Significant Hurdles | Ameriprise Newsroom
Happy Wednesday! Here are a few photos to brighten up your day because I mean come on... these are the cutest future Martin & Associate employees you’ve ever seen 😀
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?
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.
NEWSROOM.AMERIPRISE.COM
Markets Facing Three Significant Headwinds | Ameriprise Newsroom
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
NEWSROOM.AMERIPRISE.COM
Investors Look to the Future with Optimism | Ameriprise Newsroom
"Never spend your money before you have earned it." —Thomas Jefferson.
Are your priorities in order when it comes to money management?
Despite a poor November jobs report, markets ended on a high note last week with anticipation of an upcoming stimulus package.
NEWSROOM.AMERIPRISE.COM
When Bad News Becomes Good News | Ameriprise Newsroom
Happy belated birthday to this boy!! Otto turned 2 last month! We hope you got everything you wanted because you definitely deserve it all buddy!
Holiday shopping can be a great opportunity to teach children about saving money for gifts and other financial goals.
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.
NEWSROOM.AMERIPRISE.COM
Investors Await News on Three Negotiations | Ameriprise Newsroom
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
Only four out of 10 adults have a long-term estate plan, primarily due to procrastination. Let’s talk about finally getting around to it.
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
Help us in wishing Kaeden a happy 7th birthday!! We hope your day is as spectacular as you are!
What’s your favorite winter activity?
Here are a few office favorites!
Rob enjoys snowmobiling, especially with his older boys.
Brock enjoys staying indoors during this season, unless he is driving around looking at Christmas lights.
Andrew enjoys getting away to places he can snowboard.
Cindy, as odd as this may sound, truly enjoys to shovel snow.
Theresa loves to ski whenever she can.
Finally, Heather's favorite thing to do in winter is build snow forts.
While we know that this year has been an exceptionally hard and trying one, there have certainly been silver linings of 2020’s storm! Because of the incredible generosity of spirit and heart of our amazing clients, we were honored to collectively donate $1,400 to Operation St. Nick and Our Caring Closet – two amazing organizations that support our families in need this holiday season!
As we look forward to 2021, while we still may not be able to be in person together for our usual events and celebrations, our team will continue to look for opportunities to serve our communities and we hope you will join us! We will be announcing our service projects here on Facebook, and are open to your suggestions as well!
It’s never been more important to stay connected, serve our communities, and celebrate the highlights! We look forward to continuing to do great work with you this coming year! Wishing everyone a very happy, safe and healthy new year!
Operation St. Nick
We had some visitors today!! Allie got to tag along and watch her big brother crunch some numbers in meetings!!
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
Wishing you and yours a joyous Kwanzaa!
Wishing you a very Merry Christmas!
Happy Wednesday!!! We will be out of the office today starting at 11:30 for the rest of the week! Monday, Tuesday and Wednesday of next week we will have limited staff and appreciate your patience and understanding! We will be closed again for New Years Eve and New Years!
Our office will be back in full swing on January 4th! We hope everyone has a Merry Christmas and a Happy New Year!!
Best wishes for a peaceful holiday season.
Whatever your post-retirement plans might include, our personalized advice can make you more confident you can achieve them.
AMERIPRISEADVISORS.COM
Financial benefits of working in retirement
Happy New Year! So long, 2020.
Wishing everyone a happy and healthy new year!
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond. Call our office and schedule an appointment to get your goals on track.
(815) 773-1003
Happy Tuesday! We hope everyone had a wonderful holiday! Our team is taking full advantage of being able to spend time with family!
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
Being organized can save you time and money. What are you doing to get better organized this month?
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
Happy National Thank God It's Monday Day!! What a way to start your first Monday of the new year! What a year 2020 was, but we hope you will join us in starting this new year out with a positive attitude and open mind! Let's embrace Mondays instead of dread them!!
Happy New Year! So long, 2020.
Wishing everyone a happy and healthy new year!
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond. Call our office and schedule an appointment to get your goals on track.
(815) 773-1003
Happy Tuesday! We hope everyone had a wonderful holiday! Our team is taking full advantage of being able to spend time with family!
Debt, caregiving, and other financial stresses heavily impact Gen Xers, according to recent studies. Together, we can work towards a more confident financial future – no matter what generation you fall in.
FORBES.COM
Why Gen Xers Are Way More Worried About Money Than Boomers
Stocks have continued to climb since the November elections – but will it last? Ameriprise Chief Market Strategist David Joy explains.
NEWSROOM.AMERIPRISE.COM
What Could Knock This Rally Off Its Tracks? | Ameriprise Newsroom
Being organized can save you time and money. What are you doing to get better organized this month?
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
Happy National Thank God It's Monday Day!! What a way to start your first Monday of the new year! What a year 2020 was, but we hope you will join us in starting this new year out with a positive attitude and open mind! Let's embrace Mondays instead of dread them!!
Happy New Year! So long, 2020.
Wishing everyone a happy and healthy new year!
Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr.
What are your wellness goals for the new year?
In retirement, structure and community are things you may be surprised to miss. Here are some tips on finding a sense of purpose and connection in this new phase of life.
MARKETWATCH.COM
You should have a purpose in retirement, too
2020 brought many ups and downs. Have your financial goals changed? Let's review and update them to keep you on track in 2021.
Debt, caregiving, and other financial stresses heavily impact Gen Xers, according to recent studies. Together, we can work towards a more confident financial future – no matter what generation you fall in.
FORBES.COM
Why Gen Xers Are Way More Worried About Money Than Boomers
Stocks have continued to climb since the November elections – but will it last? Ameriprise Chief Market Strategist David Joy explains.
NEWSROOM.AMERIPRISE.COM
What Could Knock This Rally Off Its Tracks? | Ameriprise Newsroom
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.
AMERIPRISE.COM
Research & Insights | Ameriprise Financial
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.
NEWSROOM.AMERIPRISE.COM
New President; Same Market | Ameriprise Newsroom
Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr.
What are your wellness goals for the new year?
In retirement, structure and community are things you may be surprised to miss. Here are some tips on finding a sense of purpose and connection in this new phase of life.
MARKETWATCH.COM
You should have a purpose in retirement, too
2020 brought many ups and downs. Have your financial goals changed? Let's review and update them to keep you on track in 2021.
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
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.
We are a little late to the party.. but help us in wishing Heather a belated happy anniversary! On Friday January 22 Heather celebrated 2 years with us! We cannot wait to see what your future holds with us!
Required minimum distributions from retirement accounts were waived for 2020 but resume in 2021. Let’s connect on the best RMD strategy for your situation.
MONEY.USNEWS.COM
Start Planning for Your 2021 RMDs Now
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.
AMERIPRISE.COM
Research & Insights | Ameriprise Financial
In honor of Heart Health Awareness Month and with today being National Wear Red Day, our office wore red in support!
Show us your best Red attire!
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
Happy belated birthday to this guy! We are so thankful to have you as a boss Rob and we are happy you got to spend your birthday doing what you love!!
Rob spent the past week in Wyoming on a snowmobile trip!
From family to taxes, there are numerous factors to consider when planning where to live in retirement. What’s at the top of your location wish list?
MONEY.USNEWS.COM
The Most Tax-Friendly States to Retire
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
Happy February 1st! Can you believe we are already in the second month of 2021…? I know we can’t! This month our office is celebrating Heart Health Awareness. In the United States heart disease is the leading cause of death for both men and women and according to the CDC about 655,000 Americans die from heart disease each year. These numbers are surreal and so, we would like to invite you to join us this month in our Steps Against Heart Disease Challenge. Everyone in our office is going to strive for 6,000 steps per day and by the end of the month we hope to total 1 million steps for February. We hope you will join us even if 6,000 is not realistic for you, set YOUR goal and reach it every day for the whole month!
There are SO many benefits to walking, here are a FEW. It can decrease the risk of heart disease, obesity, diabetes, high blood pressure and depression. If you are someone that works a desk job or a job where you don’t walk as much throughout your day, or maybe this weather makes you want to hibernate, here are a few ways to get more walking in. If you have pets that need to be walked, bundle up and walk outside with them even if it’s just around the block. If you are going somewhere like work, the grocery store or to run errands, park further away! Take the stairs instead of the elevator if you can! All these options allow you to get more steps in even if it doesn’t seem like a lot, small changes eventually add up to HUGE results.
If you do not have a device like an Apple Watch, fit bit, or any of the different kinds of watches that track your steps for you daily, you can download apps on your phone! If you have an iPhone, you already have the Health App, which tracks your steps. If you don’t have an iPhone, you can download free apps like Pacer or Map My Walk to help you keep track, but if you just want to get in on the fun and don’t want to count your steps that is fine too because at the end of the day this isn’t for numbers on a watch, it is for your health!!
I will be attempting to update you weekly on where our office is at in our steps for the week! We also have a few more fun things we will be sharing with you throughout the month! Happy February!
Happy National Pizza Day!
In our office sausage and pepperoni pizza are big contenders as well as mushroom and cheese! We have a few who hate pineapple, a couple who don't mind it and one of our employees.. we won't name names (HEATHER) who thinks it's the best pizza there is! What’s your stance on pineapple on pizza? If you're not a pineapple fan then what is your favorite topping?
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
First week of our step challenge down!
Here are individual total steps for last week:
Cindy - 53,497
Brock - 44,283
Heather - 43,537
Rob - 42, 845
Andrew - 42,664
Theresa - 37, 300
As an office we are at 264,126!
Have you been keeping track of your steps? Let us know how you are doing!
In honor of Heart Health Awareness Month and with today being National Wear Red Day, our office wore red in support!
Show us your best Red attire!
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
Global stock funds received record inflows last week. Chief Market Strategist David Joy discusses fiscal stimulus and elevated valuation risks.
NEWSROOM.AMERIPRISE.COM
Investors Can’t Ignore the Market’s Excess | Ameriprise Newsroom
Kindness and helping others are more important than ever. How do you plan to observe #randomactsofkindness day?
Doing an act of kindness for another not only makes their day, but it also can release endorphins of your own and elevate your overall mood. Even the smallest act can have a monumental impact!
Your weekly walking update as promised!! Last week we had a bit of a shake up!
Rob took the lead with 53,173 steps!
Andrew 50,300
Cindy 47,320
Heather 41,781
Brock 40,261
Theresa 32,600
An office total for our overall steps for the month so far... 529,561! 14 more days to go!!
How did you do last week?
Our office is currently open. We will be here until 5pm and then back to our normal hours for the rest of the week!!
Thank you for your patience and understanding. Stay safe!
After almost a year and four reschedules we finally got new office pictures! We are proud of this team and we cannot wait to see where the futures takes us!
We have our three advisors Rob Martin, Brock Riggi and Andrew Dunbar!
Practice Manager Cindy Barrowman
Client Service Coordinator Theresa Fossberg
And Client Concierge Heather Aldrich
Happy Monday!! Can you believe it's the last week in February? This is the last week for our step challenge and let me tell you, things are getting competitive in this office!
Last weeks totals are:
Theresa - 55,600
Cindy - 50,632
Rob - 48,904
Andrew - 47,100
Heather - 46,592
Brock - 45,510
Today’s the perfect time to make the next right step toward your long-term financial goals.
Many Americans aren’t saving enough for retirement. Consider these three strategies to maximize your savings plan.
USATODAY.COM
Balance is key: 3 ways to get your retirement savings back on track
Avoid these common Social Security mistakes that could shrink your benefits.
FORBES.COM
7 Common And Costly Social Security Mistakes
We all do what it takes to protect our loved ones. We can help you do what it takes to protect your family’s financial well being too.
Global stock funds received record inflows last week. Chief Market Strategist David Joy discusses fiscal stimulus and elevated valuation risks.
NEWSROOM.AMERIPRISE.COM
Investors Can’t Ignore the Market’s Excess | Ameriprise Newsroom
July 1, 2023 will be a big day for college students and their parents. It’s the day many new financial aid rules go into effect that may reduce college aid for some families. We’re here to help you evaluate your options.
KIPLINGER.COM
FAFSA Application Changes Are Coming – What They Mean for Middle- and High-Income Families | Kiplinger
Happy Monday and happy March 1st! This weekend brought the end of February and with it the end of our step challenge! What a fun and competitive month it was.
Last weeks totals:
Theresa - 69,340
Andrew - 55,100
Cindy - 52,220
Heather - 48,753
Rob - 47,161
Brock - 42,381
Our office beat our goal of 1 million total steps! For the month our office had 1,138,854 step!
If you kept track, let us know how you did!
As the 10-year Treasury note yield has increased, so have expectations for GDP and inflation. Chief Market Strategist David Joy sums up key factors.
NEWSROOM.AMERIPRISE.COM
Should Investors Be Preparing for Inflation? | Ameriprise Newsroom
Happy Monday!! Can you believe it's the last week in February? This is the last week for our step challenge and let me tell you, things are getting competitive in this office!
Last weeks totals are:
Theresa - 55,600
Cindy - 50,632
Rob - 48,904
Andrew - 47,100
Heather - 46,592
Brock - 45,510
Today’s the perfect time to make the next right step toward your long-term financial goals.
Many Americans aren’t saving enough for retirement. Consider these three strategies to maximize your savings plan.
USATODAY.COM
Balance is key: 3 ways to get your retirement savings back on track
Now is a good time for your employees to assess their progress towards their financial goals. Reach out for information on offering a financial wellness education program to help keep your employees engaged and productive.
Bond yields increased for the fourth straight week. Chief Market Strategist David Joy discusses implications for stock prices.
NEWSROOM.AMERIPRISE.COM
Investors Keeping a Watchful Eye on Rising Bond Yields | Ameriprise Newsroom
July 1, 2023 will be a big day for college students and their parents. It’s the day many new financial aid rules go into effect that may reduce college aid for some families. We’re here to help you evaluate your options.
KIPLINGER.COM
FAFSA Application Changes Are Coming – What They Mean for Middle- and High-Income Families | Kiplinger
Happy Monday and happy March 1st! This weekend brought the end of February and with it the end of our step challenge! What a fun and competitive month it was.
Last weeks totals:
Theresa - 69,340
Andrew - 55,100
Cindy - 52,220
Heather - 48,753
Rob - 47,161
Brock - 42,381
Our office beat our goal of 1 million total steps! For the month our office had 1,138,854 step!
If you kept track, let us know how you did!
As the 10-year Treasury note yield has increased, so have expectations for GDP and inflation. Chief Market Strategist David Joy sums up key factors.
NEWSROOM.AMERIPRISE.COM
Should Investors Be Preparing for Inflation? | Ameriprise Newsroom
Happy Monday!! Can you believe it's the last week in February? This is the last week for our step challenge and let me tell you, things are getting competitive in this office!
Last weeks totals are:
Theresa - 55,600
Cindy - 50,632
Rob - 48,904
Andrew - 47,100
Heather - 46,592
Brock - 45,510
Today we have an extra special birthday! Help us in wishing Rob's mom Rachel a very happy birthday, we hope you have the best day!! 🎉
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
Bond market volatility remains elevated. Chief Market Strategist David Joy summarizes investors’ concerns behind stock market reactions.
NEWSROOM.AMERIPRISE.COM
newsroom.ameriprise.com
Happy birthday Theresa!! We hope you enjoy your day and have fun celebrating later this week!
Here are a few fun facts about woman behind the phone!
Theresa's favorite sport is snow skiing! Which is what she gets to do to celebrate her birthday this year!
She enjoys traveling and hopes to cross Europe off of her bucket list!
Theresa also enjoys unwinding with her favorite TV show succession!
Thanks for all you do for us Theresa!
If you’re looking for new ways to support local businesses and non-profits, ask how we can help. #communitystrong
Help us in wishing Brock a happy belated birthday! He celebrated a birthday this past Saturday!
Here are some fun facts about your advisor:
Brock's favorite sport is basketball.
When he's not working hard for you or spending time with his family, Brock enjoys getting in a few rounds of golf.
His favorite TV series is Entourage.
Lastly, he hopes to check Lake Tahoe off of his bucket list in the future!
We hope you enjoyed your day Brock!
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
Help your employees manage their money – don’t let it manage them. We can provide resources ranging from personal budgeting tools to saving strategies for long-term goals. Contact us today for help developing a #financialwellness plan.
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
Together, we can work to envision your ideal financial future – and build it.
Today we have an extra special birthday! Help us in wishing Rob's mom Rachel a very happy birthday, we hope you have the best day!! 🎉
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
Spring has sprung! What are you hoping to accomplish this season?
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
Help your employees manage their money – don’t let it manage them. We can provide resources ranging from personal budgeting tools to saving strategies for long-term goals. Contact us today for help developing a #financialwellness plan.
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
Together, we can work to envision your ideal financial future – and build it.
Today we have an extra special birthday! Help us in wishing Rob's mom Rachel a very happy birthday, we hope you have the best day!! 🎉
